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+0.28%
This Month
+5.23%
Year To Date
+44.6%
2 Years
+164.3%
5 Years
+164.3%
10 Years
+26.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.48%
- 💰 Finance21.49%
- 💻 Electronic Technology18.6%
- 🚗 Consumer Durables11.21%
- 🏭 Industrial Services9.58%
- 🖥️ Technology Services4.26%
- 🪙 Cryptocurrencies2.04%
- 🧩 Miscellaneous1.8%
- 🍞 Consumer Non Durables1.53%
- 💵 Cash1.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.68%
- 🇬🇧 LSE14.29%
- 🇺🇸 Nasdaq13.98%
- 🌍 Digital Currency2.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.7%
- 🇬🇧 United Kingdom14.19%
- 🇯🇵 Japan9.68%
- 🇳🇱 Netherlands0.1%
Dividends
Dividend Yield
1.06%
9 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ULVR.L (3.21%)
Performance Metrics
Score 8.9/10
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
24.59
High:
TSLA
423.7TSLALow:
TM
8.79TMDetails
PEG Ratio
1.38
High:
ULVR.L
4.48ULVR.LLow:
MSFT
0.81MSFTDetails
Price/Book
5.86
High:
AAPL
45.31AAPLLow:TM
1.03TMDetails
Price/Sales
5.09
High:TSLA
13.17TSLALow:TM
0.73TMDetails
Price/CF
13.66
High:TSLA
67.15TSLALow:
JPM
5.77JPMDetails
Price/FCF
18.58
High:TSLA
380.38TSLALow:JPM
6.51JPMDetails
P/E Ratio
24.59
High:TSLA
423.7TSLALow:TM
8.79TMDetails
PEG Ratio
1.38
High:ULVR.L
4.48ULVR.LLow:MSFT
0.81MSFTDetails
Price/Book
5.86
High:AAPL
45.31AAPLLow:TM
1.03TMDetails
Price/Sales
5.09
High:TSLA
13.17TSLALow:TM
0.73TMDetails
Price/CF
13.66
High:TSLA
67.15TSLALow:JPM
5.77JPMDetails
Price/FCF
18.58
High:TSLA
380.38TSLALow:JPM
6.51JPMDetails
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 |
-4.11% | Sep 2026 | - | 3 |
-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 |