Loading...
+85.18%
This Month
+99.53%
Year To Date
+141.81%
2 Years
+261.82%
5 Years
+49.03%
10 Years
+4.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous63.56%
- 💵 Cash44.26%
- 📊 ETFs9.28%
- 💻 Electronic Technology2.83%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE60.75%
- 🇩🇪 Xetra ETFs9.28%
- 🇺🇸 Nasdaq2.83%
- 🇫🇷 Euronext Paris2.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.83%
Dividends
Performance Metrics
Score 4.2/10
Beta
-0.08
-0.08
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-1.12
-1.12
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
-0.08
-0.08
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-1.12
-1.12
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.3
High:
AAPL
37.3AAPLLow:AAPL
37.3AAPLDetails
PEG Ratio
129.01
High:AAPL
129.01AAPLLow:AAPL
129.01AAPLDetails
Price/Book
42.47
High:AAPL
42.47AAPLLow:AAPL
42.47AAPLDetails
Price/Sales
10.06
High:AAPL
10.06AAPLLow:AAPL
10.06AAPLDetails
Price/CF
26.13
High:AAPL
26.13AAPLLow:AAPL
26.13AAPLDetails
Price/FCF
32.24
High:AAPL
32.24AAPLLow:AAPL
32.24AAPLDetails
P/E Ratio
37.3
High:AAPL
37.3AAPLLow:AAPL
37.3AAPLDetails
PEG Ratio
129.01
High:AAPL
129.01AAPLLow:AAPL
129.01AAPLDetails
Price/Book
42.47
High:AAPL
42.47AAPLLow:AAPL
42.47AAPLDetails
Price/Sales
10.06
High:AAPL
10.06AAPLLow:AAPL
10.06AAPLDetails
Price/CF
26.13
High:AAPL
26.13AAPLLow:AAPL
26.13AAPLDetails
Price/FCF
32.24
High:AAPL
32.24AAPLLow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.77% | May 2017 | May 2026 | 108 |