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+4.03%
This Month
+4.03%
Year To Date
+33.14%
2 Years
+16.35%
5 Years
+153.91%
10 Years
+16.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs51.82%
- 💰 Finance39.44%
- 🪙 Cryptocurrencies3.92%
- 🧩 Miscellaneous3.29%
- 💻 Electronic Technology0.93%
- 🚗 Consumer Durables0.44%
- 💵 Cash0.13%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.75%
- 🇺🇸 Nasdaq37.01%
- 🇺🇸 Chicago Board Options Exchange4.23%
- 🌍 Digital Currency3.92%
- 🇬🇧 LSE0.47%
- 🇩🇪 Xetra ETFs0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.1%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
5.81%
7 out of 50 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
7.98
7.98
-2
0
2
8
8
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
2.03
2.03
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
7.98
7.98
-2
0
2
8
8
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
2.03
2.03
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.87
High:
ARR
398.92ARRLow:
MNODL.L
0.45MNODL.LDetails
PEG Ratio
22.85
High:
AAPL
150.47AAPLLow:MNODL.L
0.46MNODL.LDetails
Price/Book
12.72
High:AAPL
51.38AAPLLow:MNODL.L
0.76MNODL.LDetails
Price/Sales
13.27
High:
NVDA
25.06NVDALow:ARR
2.63ARRDetails
Price/CF
41.6
High:
TSLA
99.57TSLALow:MNODL.L
0.75MNODL.LDetails
Price/FCF
56.76
High:
SCM
407.15SCMLow:
ORC
9.86ORCDetails
P/E Ratio
36.87
High:ARR
398.92ARRLow:MNODL.L
0.45MNODL.LDetails
PEG Ratio
22.85
High:AAPL
150.47AAPLLow:MNODL.L
0.46MNODL.LDetails
Price/Book
12.72
High:AAPL
51.38AAPLLow:MNODL.L
0.76MNODL.LDetails
Price/Sales
13.27
High:NVDA
25.06NVDALow:ARR
2.63ARRDetails
Price/CF
41.6
High:TSLA
99.57TSLALow:MNODL.L
0.75MNODL.LDetails
Price/FCF
56.76
High:SCM
407.15SCMLow:ORC
9.86ORCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.16% | Jan 2022 | Sep 2025 | 44 |
-5.39% | Sep 2021 | Oct 2021 | 1 |
-2.4% | Mar 2021 | Apr 2021 | 1 |
-1.86% | May 2021 | Aug 2021 | 3 |
-1.63% | Sep 2020 | Nov 2020 | 2 |