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-2.04%
This Month
+7.2%
Year To Date
+55.43%
2 Years
+169.24%
5 Years
+169.24%
10 Years
+28.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.53%
- 💰 Finance21.92%
- 💻 Electronic Technology20.22%
- 🚗 Consumer Durables10.79%
- 🏭 Industrial Services8.52%
- 🖥️ Technology Services3.8%
- 🪙 Cryptocurrencies2.22%
- 🧩 Miscellaneous1.74%
- 🍞 Consumer Non Durables1.42%
- 💵 Cash1.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE67.63%
- 🇬🇧 LSE16.01%
- 🇺🇸 Nasdaq13.31%
- 🌍 Digital Currency2.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.33%
- 🇬🇧 United Kingdom15.92%
- 🇯🇵 Japan9.33%
- 🇳🇱 Netherlands0.09%
Dividends
Dividend Yield
1%
9 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ULVR.L (3.67%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
11.2
11.2
-2
0
2
12
12
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
1.27
1.27
0
0.3
0.6
2
2
Calmar Ratio
1.16
1.16
0
0.3
0.6
2
2
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
11.2
11.2
-2
0
2
12
12
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
1.27
1.27
0
0.3
0.6
2
2
Calmar Ratio
1.16
1.16
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
23.97
High:
TSLA
372.52TSLALow:
TM
9.01TMDetails
PEG Ratio
368.71
High:
WM
822.01WMLow:
RR.L
15.72RR.LDetails
Price/Book
5.47
High:
AAPL
45.67AAPLLow:TM
0.92TMDetails
Price/Sales
4.89
High:TSLA
14.74TSLALow:TM
0.68TMDetails
Price/CF
11.82
High:TSLA
79.58TSLALow:
JPM
5.39JPMDetails
Price/FCF
15.17
High:TSLA
187.89TSLALow:JPM
6.1JPMDetails
P/E Ratio
23.97
High:TSLA
372.52TSLALow:TM
9.01TMDetails
PEG Ratio
368.71
High:WM
822.01WMLow:RR.L
15.72RR.LDetails
Price/Book
5.47
High:AAPL
45.67AAPLLow:TM
0.92TMDetails
Price/Sales
4.89
High:TSLA
14.74TSLALow:TM
0.68TMDetails
Price/CF
11.82
High:TSLA
79.58TSLALow:JPM
5.39JPMDetails
Price/FCF
15.17
High:TSLA
187.89TSLALow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.75% | Apr 2022 | Jun 2023 | 14 |
-7.74% | Mar 2026 | Jun 2026 | 3 |
-4.49% | Apr 2024 | May 2024 | 1 |
-4.37% | Aug 2023 | Nov 2023 | 3 |
-2.84% | Mar 2025 | May 2025 | 2 |
-2.04% | Sep 2026 | - | 1 |
-1.22% | Oct 2025 | Dec 2025 | 2 |
-0.95% | Oct 2024 | Nov 2024 | 1 |
-0.14% | Jan 2026 | Feb 2026 | 1 |
-0.12% | Dec 2024 | Jan 2025 | 1 |
-0.03% | Jul 2024 | Aug 2024 | 1 |