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-0.68%
This Month
+5.54%
Year To Date
+31.02%
2 Years
+59.9%
5 Years
+59.9%
10 Years
+15.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance26.35%
- 💻 Electronic Technology17.02%
- 🛍️ Retail Trade13.6%
- 💼 Commercial Services12.32%
- 🖥️ Technology Services11.44%
- 🚗 Consumer Durables7.71%
- 🏥 Health Services5.25%
- 🍞 Consumer Non Durables3.71%
- 💇♀️ Consumer Services2.29%
- 💵 Cash0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.06%
- 🇺🇸 Nasdaq41.32%
- 🇬🇧 LSE7.08%
- 🇩🇪 FRA4.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.47%
- 🇯🇴 Jordan9.21%
- 🇮🇹 Italy7.71%
- 🇬🇧 United Kingdom7.08%
- 🇩🇪 Germany4.22%
Dividends
Dividend Yield
0.97%
11 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CARD.L (5%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CARD.L | Pay Day | Dec 12, 2025 | $0.02 |
Performance Metrics
Score 6.3/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.28
4.28
-2
0
2
5
5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
1.41
1.41
0
0.3
0.6
2
2
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.28
4.28
-2
0
2
5
5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
1.41
1.41
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.82
High:
PLTR
416.09PLTRLow:
CARD.L
7.91CARD.LDetails
PEG Ratio
132.18
High:PLTR
357.67PLTRLow:
CSV
35.82CSVDetails
Price/Book
7.23
High:PLTR
64.34PLTRLow:
FICO
-24.12FICODetails
Price/Sales
7.89
High:PLTR
117.41PLTRLow:CARD.L
0.61CARD.LDetails
Price/CF
30.72
High:PLTR
258.05PLTRLow:CARD.L
3.6CARD.LDetails
Price/FCF
57.81
High:
RHM.DE
5,198.92RHM.DELow:CARD.L
5.02CARD.LDetails
P/E Ratio
34.82
High:PLTR
416.09PLTRLow:CARD.L
7.91CARD.LDetails
PEG Ratio
132.18
High:PLTR
357.67PLTRLow:CSV
35.82CSVDetails
Price/Book
7.23
High:PLTR
64.34PLTRLow:FICO
-24.12FICODetails
Price/Sales
7.89
High:PLTR
117.41PLTRLow:CARD.L
0.61CARD.LDetails
Price/CF
30.72
High:PLTR
258.05PLTRLow:CARD.L
3.6CARD.LDetails
Price/FCF
57.81
High:RHM.DE
5,198.92RHM.DELow:CARD.L
5.02CARD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.63% | Feb 2023 | Jul 2023 | 5 |
-9.46% | Aug 2023 | Dec 2023 | 4 |
-7.24% | Apr 2022 | Nov 2022 | 7 |
-6.42% | Dec 2024 | Aug 2025 | 8 |
-5.97% | Jan 2024 | Mar 2024 | 2 |
-4.01% | Dec 2022 | Jan 2023 | 1 |
-3.65% | Apr 2024 | Jul 2024 | 3 |
-2.03% | Sep 2024 | Nov 2024 | 2 |
-0.76% | Oct 2025 | Nov 2025 | 1 |
-0.68% | Dec 2025 | - | 1 |