Loading...
-6.32%
This Month
-9.13%
Year To Date
+10.87%
2 Years
+58.34%
5 Years
+58.34%
10 Years
+20.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services49.42%
- 🖥️ Technology Services25.78%
- 🚗 Consumer Durables13.66%
- 🧬 Health Technology6.76%
- 🏥 Health Services2.82%
- 💵 Cash1.6%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE49.42%
- 🇺🇸 Nasdaq26.87%
- 🇺🇸 NYSE15.4%
- 🇫🇷 Euronext Paris6.76%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom49.42%
- 🇺🇸 United States29.69%
- 🇱🇺 Luxembourg12.58%
- 🇫🇷 France6.76%
Dividends
Dividend Yield
1.1%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
0.71
0.71
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
0.71
0.71
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.64
High:
TSLA
377.27TSLALow:
JDW.L
11.65JDW.LDetails
PEG Ratio
36.57
High:
GOOG
82.13GOOGLow:JDW.L
23.12JDW.LDetails
Price/Book
9.87
High:TSLA
18.54TSLALow:JDW.L
2.16JDW.LDetails
Price/Sales
8.53
High:TSLA
15.15TSLALow:JDW.L
0.39JDW.LDetails
Price/CF
30.02
High:TSLA
107.92TSLALow:JDW.L
4.9JDW.LDetails
Price/FCF
74.7
High:TSLA
255.88TSLALow:JDW.L
8.55JDW.LDetails
P/E Ratio
38.64
High:TSLA
377.27TSLALow:JDW.L
11.65JDW.LDetails
PEG Ratio
36.57
High:GOOG
82.13GOOGLow:JDW.L
23.12JDW.LDetails
Price/Book
9.87
High:TSLA
18.54TSLALow:JDW.L
2.16JDW.LDetails
Price/Sales
8.53
High:TSLA
15.15TSLALow:JDW.L
0.39JDW.LDetails
Price/CF
30.02
High:TSLA
107.92TSLALow:JDW.L
4.9JDW.LDetails
Price/FCF
74.7
High:TSLA
255.88TSLALow:JDW.L
8.55JDW.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.37% | Feb 2025 | Jan 2026 | 11 |
-14.38% | Feb 2026 | - | 2 |
-2.42% | Dec 2024 | Jan 2025 | 1 |
-1.99% | Jul 2024 | Sep 2024 | 2 |
-1.63% | Apr 2024 | May 2024 | 1 |
-0.5% | Jan 2024 | Feb 2024 | 1 |