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-1.15%
This Month
-1.66%
Year To Date
+392.18%
2 Years
+120.87%
5 Years
+763.71%
10 Years
+28.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology69.51%
- 🖥️ Technology Services25.46%
- 💵 Cash8.14%
- 🪙 Cryptocurrencies2.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq90.34%
- 🇬🇧 LSE4.63%
- 🌍 Digital Currency2.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.7%
- 🇮🇱 Israel4.64%
- 🇬🇧 United Kingdom4.63%
Dividends
Dividend Yield
0.06%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOGL (0.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOGL | 0.06% | 0.28% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
37.47
37.47
-2
0
2
38
38
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
2.67
2.67
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
37.47
37.47
-2
0
2
38
38
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
2.67
2.67
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.17
High:
RPI.L
87RPI.LLow:
RKLB
-191.35RKLBDetails
PEG Ratio
-6,999.93
High:GOOGL
82.04GOOGLLow:RKLB
-9,779.22RKLBDetails
Price/Book
9
High:RKLB
22.7RKLBLow:
ETOR
1.68ETORDetails
Price/Sales
9.47
High:RKLB
68.41RKLBLow:ETOR
2.59ETORDetails
Price/CF
23.23
High:RPI.L
67.19RPI.LLow:ETOR
9.08ETORDetails
Price/FCF
60.49
High:RPI.L
73.89RPI.LLow:ETOR
9.25ETORDetails
P/E Ratio
29.17
High:RPI.L
87RPI.LLow:RKLB
-191.35RKLBDetails
PEG Ratio
-6,999.93
High:GOOGL
82.04GOOGLLow:RKLB
-9,779.22RKLBDetails
Price/Book
9
High:RKLB
22.7RKLBLow:ETOR
1.68ETORDetails
Price/Sales
9.47
High:RKLB
68.41RKLBLow:ETOR
2.59ETORDetails
Price/CF
23.23
High:RPI.L
67.19RPI.LLow:ETOR
9.08ETORDetails
Price/FCF
60.49
High:RPI.L
73.89RPI.LLow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.62% | Jan 2018 | Aug 2025 | 91 |
-39.78% | Jun 2017 | Dec 2017 | 6 |
-14.86% | Nov 2025 | Dec 2025 | 1 |
-10.59% | Feb 2026 | - | 2 |