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-2.4%
This Month
+106.4%
Year To Date
+322.02%
2 Years
+1109.07%
5 Years
+1109.07%
10 Years
+81.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology96.36%
- 💵 Cash7.17%
- 🛍️ Retail Trade0.96%
- 🛠️ Producer Manufacturing0.53%
- 📊 ETFs0.42%
- 🖥️ Technology Services0.32%
- 💇♀️ Consumer Services0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE95.93%
- 🇺🇸 NYSE1.34%
- 🇫🇮 Helsinki Stock Exchange0.59%
- 🇺🇸 Chicago Board Options Exchange0.42%
- 🇺🇸 Nasdaq0.32%
- 🇳🇱 Euronext Amsterdam0.15%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom95.93%
- 🇨🇳 China0.96%
- 🇺🇸 United States0.7%
- 🇫🇮 Finland0.59%
- 🇳🇱 Netherlands0.15%
Dividends
Dividend Yield
0.92%
6 out of 8 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NOKIA.HE (2.39%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JDW.L | Pay Day | Nov 27, 2025 | $0.11 |
Performance Metrics
Score 9.6/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.99
1.99
0
0.5
1
2
2
Sortino Ratio
6.24
6.24
0
1
2
7
7
Jensen's Alpha
62.87
62.87
-2
0
2
63
63
Omega Ratio
4.4
4.4
0
1
1.5
5
5
Treynor Ratio
5.56
5.56
0
0.75
1.25
6
6
Information Ratio
1.88
1.88
0
0.3
0.6
2
2
Calmar Ratio
5.06
5.06
0
0.3
0.6
6
6
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.99
1.99
0
0.5
1
2
2
Sortino Ratio
6.24
6.24
0
1
2
7
7
Jensen's Alpha
62.87
62.87
-2
0
2
63
63
Omega Ratio
4.4
4.4
0
1
1.5
5
5
Treynor Ratio
5.56
5.56
0
0.75
1.25
6
6
Information Ratio
1.88
1.88
0
0.3
0.6
2
2
Calmar Ratio
5.06
5.06
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.69
High:
NOKIA.HE
35.64NOKIA.HELow:
WBTN
-21.15WBTNDetails
PEG Ratio
11.44
High:
ASM.NV
77.01ASM.NVLow:WBTN
-47.61WBTNDetails
Price/Book
27.39
High:
RR.L
39.98RR.LLow:WBTN
1.42WBTNDetails
Price/Sales
4.82
High:ASM.NV
7.88ASM.NVLow:
JDW.L
0.35JDW.LDetails
Price/CF
20.45
High:WBTN
97.65WBTNLow:JDW.L
4.9JDW.LDetails
Price/FCF
24.62
High:WBTN
112.81WBTNLow:JDW.L
8.55JDW.LDetails
P/E Ratio
16.69
High:NOKIA.HE
35.64NOKIA.HELow:WBTN
-21.15WBTNDetails
PEG Ratio
11.44
High:ASM.NV
77.01ASM.NVLow:WBTN
-47.61WBTNDetails
Price/Book
27.39
High:RR.L
39.98RR.LLow:WBTN
1.42WBTNDetails
Price/Sales
4.82
High:ASM.NV
7.88ASM.NVLow:JDW.L
0.35JDW.LDetails
Price/CF
20.45
High:WBTN
97.65WBTNLow:JDW.L
4.9JDW.LDetails
Price/FCF
24.62
High:WBTN
112.81WBTNLow:JDW.L
8.55JDW.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.8% | Jun 2021 | Sep 2021 | 3 |
-9.56% | Nov 2022 | Jan 2023 | 2 |
-8.16% | Jun 2022 | Jul 2022 | 1 |
-7.55% | Nov 2021 | Mar 2022 | 4 |
-6.01% | Oct 2025 | - | 2 |
-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 |