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-0.44%
This Month
+18.75%
Year To Date
+37.64%
2 Years
+121.8%
5 Years
+86.71%
10 Years
+6.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services57.11%
- 🪙 Cryptocurrencies24.24%
- 🧬 Health Technology18.45%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75.56%
- 🌍 Digital Currency24.24%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom57.11%
- 🇺🇸 United States18.45%
Dividends
Dividend Yield
0.55%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABBV (3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBV | 0.55% | 3% | $6.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
0.05
0.05
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
0.05
0.05
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
116.78
High:ABBV
110.94ABBVLow:
MANU
-159.07MANUDetails
PEG Ratio
-223.88
High:MANU
-223.88MANULow:MANU
-223.88MANUDetails
Price/Book
-69.12
High:MANU
16.49MANULow:ABBV
-59.71ABBVDetails
Price/Sales
6.26
High:ABBV
6.35ABBVLow:MANU
4.25MANUDetails
Price/CF
18.21
High:MANU
19.14MANULow:ABBV
18.18ABBVDetails
Price/FCF
46.23
High:ABBV
47.27ABBVLow:MANU
26.75MANUDetails
P/E Ratio
116.78
High:ABBV
110.94ABBVLow:MANU
-159.07MANUDetails
PEG Ratio
-223.88
High:MANU
-223.88MANULow:MANU
-223.88MANUDetails
Price/Book
-69.12
High:MANU
16.49MANULow:ABBV
-59.71ABBVDetails
Price/Sales
6.26
High:ABBV
6.35ABBVLow:MANU
4.25MANUDetails
Price/CF
18.21
High:MANU
19.14MANULow:ABBV
18.18ABBVDetails
Price/FCF
46.23
High:ABBV
47.27ABBVLow:MANU
26.75MANUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.25% | Jun 2016 | Jun 2023 | 84 |
-9.66% | Oct 2025 | Apr 2026 | 6 |
-7.84% | Aug 2023 | Nov 2023 | 3 |
-4.29% | Jan 2024 | Apr 2024 | 3 |
-3.23% | Mar 2025 | May 2025 | 2 |
-2.68% | Dec 2024 | Feb 2025 | 2 |
-1.53% | Jun 2024 | Jul 2024 | 1 |
-1.29% | Aug 2024 | Sep 2024 | 1 |
-0.44% | Jun 2026 | - | 1 |