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+0.22%
This Month
-2.74%
Year To Date
+22.88%
2 Years
+46.54%
5 Years
+506.42%
10 Years
+22.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous87.73%
- 📊 ETFs6.53%
- 🧬 Health Technology2.51%
- 🍞 Consumer Non Durables1.61%
- 💵 Cash0.88%
- 🏥 Health Services0.75%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE85.49%
- 🇺🇸 NYSE10.63%
- 🇺🇸 Nasdaq2.51%
- 🇺🇸 Chicago Board Options Exchange0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.26%
- 🇬🇧 United Kingdom1.61%
Dividends
Dividend Yield
0.18%
5 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (5.33%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BATS.L | Pay Day | Aug 14, 2026 | $0.83 |
Performance Metrics
Score 6.7/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
18.55
18.55
-2
0
2
19
19
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
18.55
18.55
-2
0
2
19
19
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.35
High:
UNH
32.07UNHLow:BATS.L
12.71BATS.LDetails
PEG Ratio
7.99
High:BATS.L
7.99BATS.LLow:BATS.L
7.99BATS.LDetails
Price/Book
2.89
High:UNH
3.94UNHLow:BATS.L
2.02BATS.LDetails
Price/Sales
1.42
High:
RPRX
12.88RPRXLow:UNH
0.86UNHDetails
Price/CF
12.54
High:BATS.L
18.79BATS.LLow:RPRX
9.81RPRXDetails
Price/FCF
22.55
High:BATS.L
36.82BATS.LLow:RPRX
11.44RPRXDetails
P/E Ratio
20.35
High:UNH
32.07UNHLow:BATS.L
12.71BATS.LDetails
PEG Ratio
7.99
High:BATS.L
7.99BATS.LLow:BATS.L
7.99BATS.LDetails
Price/Book
2.89
High:UNH
3.94UNHLow:BATS.L
2.02BATS.LDetails
Price/Sales
1.42
High:RPRX
12.88RPRXLow:UNH
0.86UNHDetails
Price/CF
12.54
High:BATS.L
18.79BATS.LLow:RPRX
9.81RPRXDetails
Price/FCF
22.55
High:BATS.L
36.82BATS.LLow:RPRX
11.44RPRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.72% | Feb 2018 | Nov 2020 | 33 |
-31.59% | Jan 2022 | Feb 2024 | 25 |
-10.01% | Apr 2024 | Nov 2024 | 7 |
-7.21% | Mar 2026 | - | 5 |
-6.31% | Aug 2017 | Nov 2017 | 3 |
-4.87% | Jun 2021 | Dec 2021 | 6 |
-3.36% | Dec 2024 | Jan 2025 | 1 |
-0.81% | Feb 2025 | Apr 2025 | 2 |
-0.74% | Jul 2025 | Aug 2025 | 1 |