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+0.4%
Today
+0.34%
This Month
+36.35%
Year To Date
+92.83%
2 Years
+136.11%
5 Years
+25.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services37.06%
- 💻 Electronic Technology29.25%
- ⛏️ Energy Minerals12.62%
- 📊 ETFs7.96%
- 🍞 Consumer Non Durables5.68%
- 💰 Finance4.63%
- 🧩 Miscellaneous2.3%
- 💵 Cash0.82%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE41.86%
- 🇺🇸 Nasdaq30.52%
- 🇺🇸 NYSE27.13%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom54.48%
- 🇺🇸 United States37.06%
Dividends
Dividend Yield
1.51%
8 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NRR.L (9.02%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NRR.L | Pay Day | Aug 8, 2025 | $0.05 |
Performance Metrics
Score 8.8/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
2.3
2.3
0
1
2
3
3
Jensen's Alpha
14.23
14.23
-2
0
2
15
15
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
1.15
1.15
0
0.3
0.6
2
2
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
2.3
2.3
0
1
2
3
3
Jensen's Alpha
14.23
14.23
-2
0
2
15
15
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
1.15
1.15
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
48.98
High:
LGEN.L
88.29LGEN.LLow:
RBLX
-88.79RBLXDetails
PEG Ratio
509.12
High:
RR.L
881.98RR.LLow:RBLX
-321.6RBLXDetails
Price/Book
3.32
High:RBLX
259.64RBLXLow:RR.L
-92.18RR.LDetails
Price/Sales
1.71
High:RBLX
20.84RBLXLow:LGEN.L
0.41LGEN.LDetails
Price/CF
9.08
High:
TTWO
18,296.3TTWOLow:
SHEL
4.6SHELDetails
Price/FCF
16.21
High:
BBOX.L
1,037.23BBOX.LLow:SHEL
10.9SHELDetails
P/E Ratio
48.98
High:LGEN.L
88.29LGEN.LLow:RBLX
-88.79RBLXDetails
PEG Ratio
509.12
High:RR.L
881.98RR.LLow:RBLX
-321.6RBLXDetails
Price/Book
3.32
High:RBLX
259.64RBLXLow:RR.L
-92.18RR.LDetails
Price/Sales
1.71
High:RBLX
20.84RBLXLow:LGEN.L
0.41LGEN.LDetails
Price/CF
9.08
High:TTWO
18,296.3TTWOLow:SHEL
4.6SHELDetails
Price/FCF
16.21
High:BBOX.L
1,037.23BBOX.LLow:SHEL
10.9SHELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.75% | Apr 2022 | Apr 2023 | 12 |
-2.79% | Nov 2021 | Mar 2022 | 4 |
-2.68% | Apr 2024 | May 2024 | 1 |
-2.49% | Aug 2023 | Nov 2023 | 3 |
-1.63% | May 2023 | Jun 2023 | 1 |
-1.16% | Dec 2024 | Jan 2025 | 1 |
-0.66% | Jun 2021 | Sep 2021 | 3 |
-0.38% | Jan 2024 | Feb 2024 | 1 |
-0.07% | Sep 2024 | Oct 2024 | 1 |
-0.06% | Jul 2025 | - | 1 |