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+5.84%
This Month
+0.56%
Year To Date
+93.48%
2 Years
+134.5%
5 Years
+153.83%
10 Years
+18.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology50.11%
- 🖥️ Technology Services24.34%
- 🏥 Health Services7.1%
- 🚗 Consumer Durables6.03%
- 📊 ETFs4.49%
- 💰 Finance3.91%
- 🪙 Cryptocurrencies3.89%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.67%
- 🇺🇸 NYSE21.31%
- 🇬🇧 LSE14.09%
- 🇩🇪 FRA3.92%
- 🌍 Digital Currency3.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.44%
- 🇬🇧 United Kingdom14.09%
- 🇩🇪 Germany3.92%
- 🇨🇳 China0.05%
Dividends
Dividend Yield
0.38%
5 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.35%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RR.L | Pay Day | Jun 3, 2026 | $0.07 |
Performance Metrics
Score 5.8/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
7.59
7.59
-2
0
2
8
8
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
7.59
7.59
-2
0
2
8
8
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
58.63
High:
TSLA
376.2TSLALow:
CRWD
-683.59CRWDDetails
PEG Ratio
-939.19
High:
SOFI
353.02SOFILow:
RKLB
-10,686.36RKLBDetails
Price/Book
21.7
High:RR.L
39RR.LLow:SOFI
1.9SOFIDetails
Price/Sales
11.09
High:RKLB
74.76RKLBLow:
UNH
0.75UNHDetails
Price/CF
45.35
High:
PLTR
138.09PLTRLow:UNH
10.64UNHDetails
Price/FCF
67.56
High:TSLA
187.89TSLALow:UNH
21.12UNHDetails
P/E Ratio
58.63
High:TSLA
376.2TSLALow:CRWD
-683.59CRWDDetails
PEG Ratio
-939.19
High:SOFI
353.02SOFILow:RKLB
-10,686.36RKLBDetails
Price/Book
21.7
High:RR.L
39RR.LLow:SOFI
1.9SOFIDetails
Price/Sales
11.09
High:RKLB
74.76RKLBLow:UNH
0.75UNHDetails
Price/CF
45.35
High:PLTR
138.09PLTRLow:UNH
10.64UNHDetails
Price/FCF
67.56
High:TSLA
187.89TSLALow:UNH
21.12UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.31% | Dec 2021 | Jun 2024 | 30 |
-24.27% | Nov 2025 | - | 7 |
-16.2% | Feb 2025 | May 2025 | 3 |
-10.37% | Jul 2021 | Oct 2021 | 3 |
-8.58% | Mar 2021 | May 2021 | 2 |
-4.35% | Aug 2024 | Nov 2024 | 3 |