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-0.86%
This Month
+6.24%
Year To Date
+44.43%
2 Years
+31.35%
5 Years
+73.98%
10 Years
+10.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance31.82%
- 📊 ETFs24.68%
- 📡 Communications12.96%
- ⛏️ Energy Minerals11.86%
- 🪙 Cryptocurrencies8.36%
- 🧩 Miscellaneous7.12%
- 💻 Electronic Technology2.24%
- 🚗 Consumer Durables0.42%
- 💵 Cash0.26%
- 🛍️ Retail Trade0.14%
- 🖥️ Technology Services0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75.55%
- 🇬🇧 LSE8.71%
- 🌍 Digital Currency8.36%
- 🇺🇸 Nasdaq7.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.42%
- 🇬🇧 United Kingdom8.71%
- 🇨🇳 China0.56%
Dividends
Dividend Yield
3.64%
7 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RGL.L (10.31%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
-1.37
-1.37
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
-1.37
-1.37
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.45
High:
O
56.73OLow:
XPEV
-38.84XPEVDetails
PEG Ratio
138.18
High:O
297.48OLow:XPEV
-75.64XPEVDetails
Price/Book
1.98
High:
RGTI
15.54RGTILow:
RGL.L
0.47RGL.LDetails
Price/Sales
2.01
High:RGTI
770.27RGTILow:
SMCI
0.81SMCIDetails
Price/CF
7.1
High:SMCI
37SMCILow:
VZ
4.65VZDetails
Price/FCF
38.73
High:
BABA
1,196.17BABALow:VZ
19.96VZDetails
P/E Ratio
20.45
High:O
56.73OLow:XPEV
-38.84XPEVDetails
PEG Ratio
138.18
High:O
297.48OLow:XPEV
-75.64XPEVDetails
Price/Book
1.98
High:RGTI
15.54RGTILow:RGL.L
0.47RGL.LDetails
Price/Sales
2.01
High:RGTI
770.27RGTILow:SMCI
0.81SMCIDetails
Price/CF
7.1
High:SMCI
37SMCILow:VZ
4.65VZDetails
Price/FCF
38.73
High:BABA
1,196.17BABALow:VZ
19.96VZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.5% | Nov 2021 | Nov 2024 | 36 |
-6.65% | May 2021 | Aug 2021 | 3 |
-4.59% | Sep 2021 | Oct 2021 | 1 |
-3.96% | Dec 2024 | Feb 2025 | 2 |
-2.64% | Mar 2025 | May 2025 | 2 |
-2.29% | Jan 2021 | Mar 2021 | 2 |
-1.42% | Nov 2025 | Jan 2026 | 2 |
-0.86% | Mar 2026 | - | 1 |