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+0.9%
This Month
+12.6%
Year To Date
+44.64%
2 Years
+61.3%
5 Years
+126.9%
10 Years
+12.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance18.85%
- 💻 Electronic Technology17.13%
- 📡 Communications16.78%
- 🚚 Transportation9.81%
- 📊 ETFs9.24%
- 🍞 Consumer Non Durables9.21%
- 💵 Cash6.78%
- 🖥️ Technology Services5.85%
- 🪨 Non Energy Minerals3.14%
- 🚗 Consumer Durables2.57%
- 🛍️ Retail Trade1.75%
- 💇♀️ Consumer Services0.59%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE31.2%
- 🇺🇸 Nasdaq23.57%
- 🇭🇰 Hong Kong Exchanges14.49%
- 🇳🇴 Oslo Stock Exchange9.81%
- 🇺🇸 NYSE9.72%
- 🇺🇸 Chicago Board Options Exchange4.26%
- 🇫🇷 Euronext Paris1.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.61%
- 🇮🇱 Israel18.85%
- 🇬🇧 United Kingdom11.52%
- 🇨🇳 China10.86%
- 🇸🇬 Singapore9.81%
- 🇭🇰 Hong Kong3.63%
- 🇫🇷 France1.87%
- 🇨🇭 Switzerland0.83%
- 🇳🇱 Netherlands0.7%
Dividends
Dividend Yield
3.94%
10 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Performance Metrics
Score 5.1/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
0.84
0.84
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
0.84
0.84
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.35
High:
CRSR
115.41CRSRLow:
INTC
-175.38INTCDetails
PEG Ratio
40.32
High:
PLUS.L
253.44PLUS.LLow:INTC
-203.76INTCDetails
Price/Book
4.1
High:PLUS.L
8.24PLUS.LLow:
STLA.US
0.23STLA.USDetails
Price/Sales
5.18
High:INTC
10.38INTCLow:STLA.US
0.09STLA.USDetails
Price/CF
14
High:
FXPO.L
23.77FXPO.LLow:
0728.HK
2.460728.HKDetails
Price/FCF
44.77
High:FXPO.L
163.31FXPO.LLow:
M.US
4.37M.USDetails
P/E Ratio
39.35
High:CRSR
115.41CRSRLow:INTC
-175.38INTCDetails
PEG Ratio
40.32
High:PLUS.L
253.44PLUS.LLow:INTC
-203.76INTCDetails
Price/Book
4.1
High:PLUS.L
8.24PLUS.LLow:STLA.US
0.23STLA.USDetails
Price/Sales
5.18
High:INTC
10.38INTCLow:STLA.US
0.09STLA.USDetails
Price/CF
14
High:FXPO.L
23.77FXPO.LLow:0728.HK
2.460728.HKDetails
Price/FCF
44.77
High:FXPO.L
163.31FXPO.LLow:M.US
4.37M.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.72% | Dec 2019 | Jan 2021 | 13 |
-18.52% | Feb 2022 | Dec 2023 | 22 |
-7.01% | Jul 2026 | - | 3 |
-4.29% | Jul 2024 | Nov 2024 | 4 |
-4.16% | Feb 2026 | Apr 2026 | 2 |
-2.95% | Sep 2021 | Jan 2022 | 4 |
-2.53% | Sep 2019 | Nov 2019 | 2 |
-2.33% | Jan 2024 | Apr 2024 | 3 |
-2.17% | Mar 2025 | May 2025 | 2 |
-0.38% | Jul 2021 | Aug 2021 | 1 |