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-2.55%
This Month
-8.51%
Year To Date
+122.73%
2 Years
+164.82%
5 Years
+123.59%
10 Years
+16.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology51.26%
- 🖥️ Technology Services25.52%
- 📊 ETFs6.08%
- 🛍️ Retail Trade3.63%
- 💰 Finance3.29%
- 🚗 Consumer Durables3.25%
- 💇♀️ Consumer Services2.66%
- 🪙 Cryptocurrencies2.64%
- 🧬 Health Technology1.15%
- 💵 Cash0.95%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE39.98%
- 🇺🇸 NYSE29.03%
- 🇺🇸 Nasdaq27.84%
- 🌍 Digital Currency2.64%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom39.98%
- 🇺🇸 United States39.9%
- 🇩🇪 Germany8.49%
- 🇯🇵 Japan2.4%
Dividends
Dividend Yield
0.46%
7 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HMC (3.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
2.99
2.99
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
2.99
2.99
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.47
High:
PLTR
242.08PLTRLow:
INTC
-556.53INTCDetails
PEG Ratio
39.38
High:
NOW
313.94NOWLow:INTC
-566.72INTCDetails
Price/Book
14.25
High:PLTR
49.59PLTRLow:
PTON
-5.01PTONDetails
Price/Sales
7.73
High:PLTR
88.09PLTRLow:
HMC
0.26HMCDetails
Price/CF
31.35
High:PLTR
214.31PLTRLow:HMC
6.97HMCDetails
Price/FCF
54.71
High:
AMZN
325.85AMZNLow:PTON
7.51PTONDetails
P/E Ratio
34.47
High:PLTR
242.08PLTRLow:INTC
-556.53INTCDetails
PEG Ratio
39.38
High:NOW
313.94NOWLow:INTC
-566.72INTCDetails
Price/Book
14.25
High:PLTR
49.59PLTRLow:PTON
-5.01PTONDetails
Price/Sales
7.73
High:PLTR
88.09PLTRLow:HMC
0.26HMCDetails
Price/CF
31.35
High:PLTR
214.31PLTRLow:HMC
6.97HMCDetails
Price/FCF
54.71
High:AMZN
325.85AMZNLow:PTON
7.51PTONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-66.32% | Feb 2021 | Aug 2024 | 42 |
-9.95% | Nov 2025 | - | 5 |
-5.24% | Feb 2025 | Apr 2025 | 2 |
-3.16% | Dec 2020 | Jan 2021 | 1 |