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-3.67%
This Month
-2.25%
Year To Date
+56%
2 Years
+145.52%
5 Years
+145.52%
10 Years
+29.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.46%
- 💰 Finance20.02%
- 💻 Electronic Technology19.19%
- 🚗 Consumer Durables13.76%
- 🏭 Industrial Services10.49%
- 🖥️ Technology Services3.35%
- 🪙 Cryptocurrencies1.88%
- 🍞 Consumer Non Durables1.66%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.27%
- 🇬🇧 LSE16.15%
- 🇺🇸 Nasdaq12.52%
- 🌍 Digital Currency1.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.27%
- 🇬🇧 United Kingdom16.07%
- 🇯🇵 Japan12.06%
- 🇳🇱 Netherlands0.08%
Dividends
Dividend Yield
1.04%
8 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ULVR.L (3.38%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.28
2.28
0
1
2
3
3
Jensen's Alpha
12.57
12.57
-2
0
2
13
13
Omega Ratio
3.44
3.44
0
1
1.5
4
4
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
1.61
1.61
0
0.3
0.6
2
2
Calmar Ratio
1.21
1.21
0
0.3
0.6
2
2
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.28
2.28
0
1
2
3
3
Jensen's Alpha
12.57
12.57
-2
0
2
13
13
Omega Ratio
3.44
3.44
0
1
1.5
4
4
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
1.61
1.61
0
0.3
0.6
2
2
Calmar Ratio
1.21
1.21
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
22.01
High:
TSLA
377.27TSLALow:
TM
12.31TMDetails
PEG Ratio
457.53
High:
JPM
1,118.42JPMLow:
RR.L
14.85RR.LDetails
Price/Book
4.5
High:RR.L
47.86RR.LLow:TM
1.22TMDetails
Price/Sales
3.98
High:TSLA
15.15TSLALow:TM
0.9TMDetails
Price/CF
15.76
High:TSLA
107.92TSLALow:
MICC.L
4.28MICC.LDetails
Price/FCF
20.75
High:TSLA
255.88TSLALow:TM
8.98TMDetails
P/E Ratio
22.01
High:TSLA
377.27TSLALow:TM
12.31TMDetails
PEG Ratio
457.53
High:JPM
1,118.42JPMLow:RR.L
14.85RR.LDetails
Price/Book
4.5
High:RR.L
47.86RR.LLow:TM
1.22TMDetails
Price/Sales
3.98
High:TSLA
15.15TSLALow:TM
0.9TMDetails
Price/CF
15.76
High:TSLA
107.92TSLALow:MICC.L
4.28MICC.LDetails
Price/FCF
20.75
High:TSLA
255.88TSLALow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.75% | Apr 2022 | Jun 2023 | 14 |
-4.49% | Apr 2024 | May 2024 | 1 |
-4.37% | Aug 2023 | Nov 2023 | 3 |
-3.67% | Mar 2026 | - | 1 |
-2.84% | Mar 2025 | May 2025 | 2 |
-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 |