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+4.79%
This Month
+4.79%
Year To Date
+53.28%
2 Years
+53.28%
5 Years
+53.28%
10 Years
+37.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52.24%
- 💰 Finance14.28%
- 🧩 Miscellaneous12.09%
- 📦 Distribution Services9.66%
- 💵 Cash9.07%
- 🪙 Cryptocurrencies2.08%
- 💇♀️ Consumer Services1.91%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE25.55%
- 🇺🇸 NYSE23.94%
- 🇩🇪 Xetra ETFs19.8%
- 🇺🇸 Nasdaq14.01%
- 🇺🇸 Chicago Board Options Exchange6.9%
- 🌍 Digital Currency2.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.94%
Dividends
Dividend Yield
2.68%
4 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TRIN (12.02%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
0.2
0.2
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
0.2
0.2
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
37.13
High:
O
56.15OLow:
SIRI
7.26SIRIDetails
PEG Ratio
1,170.56
High:O
3,078.06OLow:SIRI
4.51SIRIDetails
Price/Book
1.41
High:
UGI
1.82UGILow:SIRI
0.59SIRIDetails
Price/Sales
5.31
High:O
9.79OLow:SIRI
0.84SIRIDetails
Price/CF
12.49
High:O
14.78OLow:SIRI
4.37SIRIDetails
Price/FCF
67.42
High:UGI
105.21UGILow:SIRI
9.67SIRIDetails
P/E Ratio
37.13
High:O
56.15OLow:SIRI
7.26SIRIDetails
PEG Ratio
1,170.56
High:O
3,078.06OLow:SIRI
4.51SIRIDetails
Price/Book
1.41
High:UGI
1.82UGILow:SIRI
0.59SIRIDetails
Price/Sales
5.31
High:O
9.79OLow:SIRI
0.84SIRIDetails
Price/CF
12.49
High:O
14.78OLow:SIRI
4.37SIRIDetails
Price/FCF
67.42
High:UGI
105.21UGILow:SIRI
9.67SIRIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.96% | Dec 2024 | Aug 2025 | 8 |
-3.53% | Apr 2024 | May 2024 | 1 |
-3.53% | Oct 2024 | Nov 2024 | 1 |
-1.77% | Jun 2024 | Jul 2024 | 1 |
-1.67% | Aug 2024 | Sep 2024 | 1 |
-1.55% | Oct 2025 | Jan 2026 | 3 |