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0%
This Month
+11.29%
Year To Date
+104.9%
2 Years
+180.79%
5 Years
+180.79%
10 Years
+35.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology71.84%
- 🛍️ Retail Trade14.94%
- 🚗 Consumer Durables13.21%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.73%
- 🇺🇸 NYSE28.15%
- 🇬🇧 LSE24.11%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.66%
- 🇬🇧 United Kingdom24.11%
- 🇨🇳 China22.22%
Dividends
Dividend Yield
0.36%
3 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DG.US (1.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RR.L | Pay Day | Jun 3, 2026 | $0.07 |
Performance Metrics
Score 7/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
20.77
20.77
-2
0
2
21
21
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
2.84
2.84
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
20.77
20.77
-2
0
2
21
21
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
2.84
2.84
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
49.19
High:
AMD
103.96AMDLow:
NIO
-6.85NIODetails
PEG Ratio
32.37
High:AMD
63.67AMDLow:NIO
-18.88NIODetails
Price/Book
5.89
High:RR.L
39.1RR.LLow:
BABA
2.13BABADetails
Price/Sales
5.66
High:AMD
13.09AMDLow:
DG.US
0.66DG.USDetails
Price/CF
35.18
High:AMD
45.99AMDLow:DG.US
8.73DG.USDetails
Price/FCF
53.68
High:BABA
1,196.17BABALow:DG.US
16.94DG.USDetails
P/E Ratio
49.19
High:AMD
103.96AMDLow:NIO
-6.85NIODetails
PEG Ratio
32.37
High:AMD
63.67AMDLow:NIO
-18.88NIODetails
Price/Book
5.89
High:RR.L
39.1RR.LLow:BABA
2.13BABADetails
Price/Sales
5.66
High:AMD
13.09AMDLow:DG.US
0.66DG.USDetails
Price/CF
35.18
High:AMD
45.99AMDLow:DG.US
8.73DG.USDetails
Price/FCF
53.68
High:BABA
1,196.17BABALow:DG.US
16.94DG.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.08% | Mar 2023 | Feb 2024 | 11 |
-15.72% | Nov 2025 | Apr 2026 | 5 |
-8.91% | Mar 2025 | May 2025 | 2 |
-5.27% | Dec 2024 | Feb 2025 | 2 |
-4.17% | Apr 2024 | May 2024 | 1 |
-3.63% | Aug 2025 | Sep 2025 | 1 |
-1.86% | Jun 2024 | Aug 2024 | 2 |
-0.32% | Oct 2024 | Nov 2024 | 1 |