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+9.78%
This Month
+9.78%
Year To Date
+325.12%
2 Years
+1269.79%
5 Years
+1269.79%
10 Years
+82.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology97.98%
- 🛍️ Retail Trade0.84%
- 🛠️ Producer Manufacturing0.54%
- 📊 ETFs0.28%
- 🖥️ Technology Services0.22%
- 💇♀️ Consumer Services0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE93.33%
- 🇺🇸 Nasdaq4.54%
- 🇺🇸 NYSE1.2%
- 🇫🇮 Helsinki Stock Exchange0.48%
- 🇺🇸 Chicago Board Options Exchange0.28%
- 🇳🇱 Euronext Amsterdam0.17%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom93.33%
- 🇺🇸 United States4.9%
- 🇨🇳 China0.84%
- 🇫🇮 Finland0.48%
- 🇳🇱 Netherlands0.17%
Dividends
Dividend Yield
0.81%
7 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NOKIA.HE (2.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.5/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.92
1.92
0
0.5
1
2
2
Sortino Ratio
5.7
5.7
0
1
2
6
6
Jensen's Alpha
60.23
60.23
-2
0
2
61
61
Omega Ratio
4.04
4.04
0
1
1.5
5
5
Treynor Ratio
5.32
5.32
0
0.75
1.25
6
6
Information Ratio
1.8
1.8
0
0.3
0.6
2
2
Calmar Ratio
4.85
4.85
0
0.3
0.6
5
5
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.92
1.92
0
0.5
1
2
2
Sortino Ratio
5.7
5.7
0
1
2
6
6
Jensen's Alpha
60.23
60.23
-2
0
2
61
61
Omega Ratio
4.04
4.04
0
1
1.5
5
5
Treynor Ratio
5.32
5.32
0
0.75
1.25
6
6
Information Ratio
1.8
1.8
0
0.3
0.6
2
2
Calmar Ratio
4.85
4.85
0
0.3
0.6
5
5
Portfolio Valuation
Based on current positions
P/E Ratio
26.61
High:
AMD
114.62AMDLow:
WBTN
-12.67WBTNDetails
PEG Ratio
16.51
High:AMD
142.47AMDLow:WBTN
-109.99WBTNDetails
Price/Book
31.65
High:
RR.L
44.98RR.LLow:WBTN
1.14WBTNDetails
Price/Sales
8.8
High:
NVDA
23.3NVDALow:
JDW.L
0.41JDW.LDetails
Price/CF
30.29
High:WBTN
97.65WBTNLow:JDW.L
4.9JDW.LDetails
Price/FCF
34.93
High:WBTN
112.81WBTNLow:JDW.L
8.55JDW.LDetails
P/E Ratio
26.61
High:AMD
114.62AMDLow:WBTN
-12.67WBTNDetails
PEG Ratio
16.51
High:AMD
142.47AMDLow:WBTN
-109.99WBTNDetails
Price/Book
31.65
High:RR.L
44.98RR.LLow:WBTN
1.14WBTNDetails
Price/Sales
8.8
High:NVDA
23.3NVDALow:JDW.L
0.41JDW.LDetails
Price/CF
30.29
High:WBTN
97.65WBTNLow:JDW.L
4.9JDW.LDetails
Price/FCF
34.93
High:WBTN
112.81WBTNLow:JDW.L
8.55JDW.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.8% | Jun 2021 | Sep 2021 | 3 |
-11.09% | Oct 2025 | Jan 2026 | 3 |
-9.56% | Nov 2022 | Jan 2023 | 2 |
-8.16% | Jun 2022 | Jul 2022 | 1 |
-7.55% | Nov 2021 | Mar 2022 | 4 |
-3.97% | Sep 2023 | Nov 2023 | 2 |
-3.83% | Apr 2024 | May 2024 | 1 |
-2.85% | Aug 2022 | Oct 2022 | 2 |
-0.78% | Jul 2024 | Aug 2024 | 1 |
-0.54% | Oct 2024 | Nov 2024 | 1 |