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-0.15%
Today
+1.54%
This Month
+11.3%
Year To Date
+35.85%
2 Years
+29.37%
5 Years
+6.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š ETFs86.47%
- š» Electronic Technology10.37%
- š° Finance1.24%
- šµ Cash0.83%
- š ļø Producer Manufacturing0.33%
- š„ļø Technology Services0.31%
- āļø Energy Minerals0.25%
- šŖ Cryptocurrencies0.09%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq45.35%
- šŗšø NYSE44.71%
- šš° Hong Kong Exchanges8.32%
- š³š± Euronext Amsterdam0.33%
- š¬š§ LSE0.25%
- š Digital Currency0.09%
Countries Breakdown
- Country
- Total
- šØš³ China8.32%
- šŗšø United States3.6%
- š³š± Netherlands0.33%
- š·šŗ Russia0.25%
Dividends
Dividend Yield
2.33%
6 out of 13 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 QCOM | Pay Day | Jun 26, 2025 | $0.89 |
Performance Metrics
Score 3.4/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-3.37
-3.37
-4
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.5
0.5
0
1
2
3
3
Jensen's Alpha
-3.37
-3.37
-4
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.79
-0.79
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.23
High:
COIN
45.76COINLow:
CRWD
-662.57CRWDDetails
PEG Ratio
160.36
High:COIN
898.54COINLow:
ENVX
-308.68ENVXDetails
Price/Book
4.92
High:CRWD
33.41CRWDLow:
OGZDL.L
0.03OGZDL.LDetails
Price/Sales
3.46
High:ENVX
67.08ENVXLow:
SMCI
1.18SMCIDetails
Price/CF
20.07
High:SMCI
138.16SMCILow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
25.69
High:SMCI
598.42SMCILow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
33.23
High:COIN
45.76COINLow:CRWD
-662.57CRWDDetails
PEG Ratio
160.36
High:COIN
898.54COINLow:ENVX
-308.68ENVXDetails
Price/Book
4.92
High:CRWD
33.41CRWDLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
3.46
High:ENVX
67.08ENVXLow:SMCI
1.18SMCIDetails
Price/CF
20.07
High:SMCI
138.16SMCILow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
25.69
High:SMCI
598.42SMCILow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.4% | Nov 2021 | Aug 2024 | 33 |
-9.77% | Feb 2018 | Jun 2019 | 16 |
-9.19% | Jan 2020 | May 2020 | 4 |
-4.23% | Apr 2016 | Jan 2017 | 9 |
-4.12% | Dec 2024 | Feb 2025 | 2 |
-3.46% | Sep 2021 | Oct 2021 | 1 |
-3.3% | Mar 2025 | May 2025 | 2 |
-2.67% | Oct 2024 | Nov 2024 | 1 |
-1.45% | Feb 2021 | Apr 2021 | 2 |
-1.31% | Sep 2020 | Nov 2020 | 2 |
-0.8% | Aug 2019 | Oct 2019 | 2 |
-0.12% | Jun 2017 | Jul 2017 | 1 |