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-2.54%
This Month
-0.55%
Year To Date
+23.61%
2 Years
+409.98%
5 Years
+657.18%
10 Years
+36.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous46.37%
- 🧪 Process Industries24.72%
- 💻 Electronic Technology7.26%
- 🖥️ Technology Services6.54%
- 📊 ETFs5.53%
- 🛠️ Producer Manufacturing2.62%
- ⚡ Utilities2.58%
- 💰 Finance2.31%
- 💼 Commercial Services2.08%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE75.21%
- 🇺🇸 Nasdaq13.8%
- 🇺🇸 Chicago Board Options Exchange5.53%
- 🇺🇸 NYSE5.46%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom72.63%
- 🇺🇸 United States19.26%
Dividends
Dividend Yield
2.1%
11 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FMC (9.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
25.37
25.37
-2
0
2
26
26
Omega Ratio
1.99
1.99
0
1
1.5
2.5
2.5
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
1.09
1.09
0
0.3
0.6
2
2
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
25.37
25.37
-2
0
2
26
26
Omega Ratio
1.99
1.99
0
1
1.5
2.5
2.5
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
1.09
1.09
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
23.75
High:
CRDA.L
67.23CRDA.LLow:
FMC
-0.8FMCDetails
PEG Ratio
19.31
High:
MSFT
87.21MSFTLow:
SMT.L
3.29SMT.LDetails
Price/Book
7.41
High:
NVDA
28.2NVDALow:FMC
0.87FMCDetails
Price/Sales
10.72
High:NVDA
20.65NVDALow:FMC
0.52FMCDetails
Price/CF
27.2
High:FMC
164.34FMCLow:
MNDI.L
7.05MNDI.LDetails
Price/FCF
59.69
High:CRDA.L
117.05CRDA.LLow:
AHT.L
14.64AHT.LDetails
P/E Ratio
23.75
High:CRDA.L
67.23CRDA.LLow:FMC
-0.8FMCDetails
PEG Ratio
19.31
High:MSFT
87.21MSFTLow:SMT.L
3.29SMT.LDetails
Price/Book
7.41
High:NVDA
28.2NVDALow:FMC
0.87FMCDetails
Price/Sales
10.72
High:NVDA
20.65NVDALow:FMC
0.52FMCDetails
Price/CF
27.2
High:FMC
164.34FMCLow:MNDI.L
7.05MNDI.LDetails
Price/FCF
59.69
High:CRDA.L
117.05CRDA.LLow:AHT.L
14.64AHT.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.31% | Dec 2020 | Jul 2021 | 7 |
-16.55% | Feb 2020 | Apr 2020 | 2 |
-13.95% | Apr 2022 | Jul 2022 | 3 |
-10.92% | Aug 2023 | Dec 2023 | 4 |
-10.55% | Feb 2025 | Jun 2025 | 4 |
-10.32% | Aug 2022 | Nov 2022 | 3 |
-10.23% | Oct 2025 | - | 6 |
-9.96% | Dec 2022 | Jan 2023 | 1 |
-7.5% | Sep 2021 | Oct 2021 | 1 |
-5.93% | Dec 2024 | Jan 2025 | 1 |
-5.86% | Apr 2023 | May 2023 | 1 |
-5.56% | Jan 2024 | Mar 2024 | 2 |
-5.06% | Jun 2024 | Oct 2024 | 4 |
-1.85% | Sep 2020 | Nov 2020 | 2 |
-0.37% | Apr 2024 | May 2024 | 1 |