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-5.88%
This Month
+12.93%
Year To Date
+44%
2 Years
+203.34%
5 Years
+473.86%
10 Years
+29.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.92%
- 🪙 Cryptocurrencies18.82%
- 💻 Electronic Technology17.77%
- 🖥️ Technology Services8.76%
- 🍞 Consumer Non Durables5.12%
- 🛠️ Producer Manufacturing4.41%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency18.82%
- 🇺🇸 Nasdaq18.44%
- 🇺🇸 NYSE12.92%
- 🇬🇧 LSE4.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.36%
- 🇬🇧 United Kingdom4.7%
Dividends
Dividend Yield
0.19%
4 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.26%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 6.6/10
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
12.66
12.66
-2
0
2
13
13
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
12.66
12.66
-2
0
2
13
13
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.02
High:
OXIG.L
134.08OXIG.LLow:
IONQ
-383.53IONQDetails
PEG Ratio
-44.61
High:
AMAT
159.71AMATLow:IONQ
-362.7IONQDetails
Price/Book
22.94
High:NVDA
27.09NVDALow:IONQ
4.92IONQDetails
Price/Sales
17.07
High:IONQ
130.26IONQLow:OXIG.L
4.08OXIG.LDetails
Price/CF
37.85
High:
TTWO
58.62TTWOLow:
IBM
16.49IBMDetails
Price/FCF
48.34
High:AMAT
85.88AMATLow:OXIG.L
29.41OXIG.LDetails
P/E Ratio
34.02
High:OXIG.L
134.08OXIG.LLow:IONQ
-383.53IONQDetails
PEG Ratio
-44.61
High:AMAT
159.71AMATLow:IONQ
-362.7IONQDetails
Price/Book
22.94
High:NVDA
27.09NVDALow:IONQ
4.92IONQDetails
Price/Sales
17.07
High:IONQ
130.26IONQLow:OXIG.L
4.08OXIG.LDetails
Price/CF
37.85
High:TTWO
58.62TTWOLow:IBM
16.49IBMDetails
Price/FCF
48.34
High:AMAT
85.88AMATLow:OXIG.L
29.41OXIG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.01% | Dec 2021 | Dec 2023 | 24 |
-40.53% | Aug 2019 | Nov 2020 | 15 |
-24.27% | Feb 2025 | Jul 2025 | 5 |
-23.65% | Oct 2025 | - | 9 |
-21.09% | Apr 2024 | Nov 2024 | 7 |
-16.62% | May 2021 | Oct 2021 | 5 |
-4.74% | Dec 2024 | Jan 2025 | 1 |
-2.48% | Jan 2024 | Feb 2024 | 1 |
-1.61% | Aug 2025 | Sep 2025 | 1 |