Loading...
+0.22%
Today
+1.97%
This Month
+21.95%
Year To Date
+74.58%
2 Years
+97.89%
5 Years
+45.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ๐ป Electronic Technology30.88%
- ๐ฅ๏ธ Technology Services19.8%
- ๐ฐ Finance10.29%
- ๐งฉ Miscellaneous9.95%
- ๐ ETFs7.43%
- ๐๏ธ Retail Trade7.26%
- ๐ช Cryptocurrencies5.63%
- ๐ชจ Non Energy Minerals5.17%
- ๐ต Cash4.25%
Exchanges Breakdown
- Exchange
- Total
- ๐บ๐ธ Nasdaq31.23%
- ๐ฌ๐ง LSE27.71%
- ๐บ๐ธ NYSE15.24%
- ๐ฉ๐ช FRA7.23%
- ๐ Digital Currency5.63%
- ๐ช๐ธ Bolsa De Madrid5.46%
- ๐ฉ๐ช Xetra ETFs3.92%
Countries Breakdown
- Country
- Total
- ๐บ๐ธ United States51.64%
- ๐ฌ๐ง United Kingdom9.08%
- ๐ฉ๐ช Germany7.23%
- ๐ช๐ธ Spain5.46%
Dividends
Dividend Yield
0.57%
11 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $C (2.46%)
Performance Metrics
Score 8.9/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
1.81
1.81
0
0.5
1
2
2
Sortino Ratio
4.81
4.81
0
1
2
5
5
Jensen's Alpha
16.15
16.15
-2
0
2
17
17
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
3.07
3.07
0
0.75
1.25
4
4
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
6.67
6.67
0
0.3
0.6
7
7
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
1.81
1.81
0
0.5
1
2
2
Sortino Ratio
4.81
4.81
0
1
2
5
5
Jensen's Alpha
16.15
16.15
-2
0
2
17
17
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
3.07
3.07
0
0.75
1.25
4
4
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
6.67
6.67
0
0.3
0.6
7
7
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.7
High:
AVAV
171.7AVAVLow:
C
13.82CDetails
PEG Ratio
317.49
High:
CRH.L
1,555.45CRH.LLow:C
15.74CDetails
Price/Book
9.95
High:
NVDA
47.72NVDALow:
RR.L
-93.11RR.LDetails
Price/Sales
7.45
High:NVDA
27.19NVDALow:C
1CDetails
Price/CF
20.61
High:AVAV
94.83AVAVLow:C
6.5CDetails
Price/FCF
44.39
High:AVAV
147.21AVAVLow:
IDR.MC
8.78IDR.MCDetails
P/E Ratio
34.7
High:AVAV
171.7AVAVLow:C
13.82CDetails
PEG Ratio
317.49
High:CRH.L
1,555.45CRH.LLow:C
15.74CDetails
Price/Book
9.95
High:NVDA
47.72NVDALow:RR.L
-93.11RR.LDetails
Price/Sales
7.45
High:NVDA
27.19NVDALow:C
1CDetails
Price/CF
20.61
High:AVAV
94.83AVAVLow:C
6.5CDetails
Price/FCF
44.39
High:AVAV
147.21AVAVLow:IDR.MC
8.78IDR.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.73% | Feb 2025 | May 2025 | 3 |
-4.48% | Aug 2023 | Oct 2023 | 2 |
-3.49% | Apr 2023 | Jun 2023 | 2 |
-2.65% | Dec 2024 | Jan 2025 | 1 |
-2.6% | Apr 2024 | May 2024 | 1 |
-0.48% | Jun 2024 | Jul 2024 | 1 |