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+0.77%
This Month
-8.3%
Year To Date
+107.8%
2 Years
+130.44%
5 Years
+232.41%
10 Years
+23.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.32%
- 🖥️ Technology Services35.64%
- 💵 Cash31.55%
- 💰 Finance10.86%
- 🪙 Cryptocurrencies5.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.57%
- 🇬🇧 LSE19.39%
- 🇺🇸 NYSE10.86%
- 🌍 Digital Currency5.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.44%
- 🇬🇧 United Kingdom19.39%
Dividends
Dividend Yield
0.35%
3 out of 5 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RR.L | Pay Day | Jun 3, 2026 | $0.07 |
Performance Metrics
Score 6.8/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
6.67
6.67
-2
0
2
7
7
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
6.67
6.67
-2
0
2
7
7
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.62
High:
PLTR
152.88PLTRLow:
JPM
15.08JPMDetails
PEG Ratio
117.79
High:JPM
611.17JPMLow:RR.L
13.98RR.LDetails
Price/Book
17.08
High:RR.L
39.62RR.LLow:JPM
2.45JPMDetails
Price/Sales
15.37
High:PLTR
65.84PLTRLow:JPM
3.01JPMDetails
Price/CF
29.72
High:PLTR
138.09PLTRLow:JPM
5.39JPMDetails
Price/FCF
35.53
High:PLTR
139.89PLTRLow:JPM
6.1JPMDetails
P/E Ratio
38.62
High:PLTR
152.88PLTRLow:JPM
15.08JPMDetails
PEG Ratio
117.79
High:JPM
611.17JPMLow:RR.L
13.98RR.LDetails
Price/Book
17.08
High:RR.L
39.62RR.LLow:JPM
2.45JPMDetails
Price/Sales
15.37
High:PLTR
65.84PLTRLow:JPM
3.01JPMDetails
Price/CF
29.72
High:PLTR
138.09PLTRLow:JPM
5.39JPMDetails
Price/FCF
35.53
High:PLTR
139.89PLTRLow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.63% | Nov 2021 | Feb 2024 | 27 |
-18.52% | Nov 2025 | - | 7 |
-5.4% | Apr 2024 | May 2024 | 1 |
-4.57% | Mar 2025 | Apr 2025 | 1 |
-4.26% | Jun 2021 | Aug 2021 | 2 |
-1.27% | Oct 2020 | Nov 2020 | 1 |
-0.07% | Sep 2021 | Oct 2021 | 1 |