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-4.54%
This Month
+31.43%
Year To Date
+141.49%
2 Years
+118.97%
5 Years
+528.37%
10 Years
+31.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology41.77%
- 💵 Cash38.72%
- 🖥️ Technology Services8.74%
- 💰 Finance6.71%
- 🛍️ Retail Trade5.07%
- 🧬 Health Technology4.5%
- ⚡ Utilities2.46%
- 💇♀️ Consumer Services2.39%
- 🚗 Consumer Durables2.36%
- 💼 Commercial Services0.82%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.77%
- 🇺🇸 NYSE11.45%
- 🇬🇧 LSE5.85%
- 🇩🇪 FRA0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.73%
- 🇬🇧 United Kingdom11.44%
- 🇫🇮 Finland3.2%
- 🇩🇪 Germany0.75%
- 🇨🇦 Canada0.7%
Dividends
Dividend Yield
0.55%
11 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SSE.L | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 8.4/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.53
2.53
0
1
2
3
3
Jensen's Alpha
16.41
16.41
-2
0
2
17
17
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
2.39
2.39
0
0.75
1.25
3
3
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.97
0.97
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.53
2.53
0
1
2
3
3
Jensen's Alpha
16.41
16.41
-2
0
2
17
17
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
2.39
2.39
0
0.75
1.25
3
3
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.97
0.97
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.83
High:
AMD
183.1AMDLow:
WBD
-38.05WBDDetails
PEG Ratio
123.14
High:
REGN
872.92REGNLow:WBD
-45.16WBDDetails
Price/Book
9.01
High:
AAPL
45.14AAPLLow:
GPRO
-66.97GPRODetails
Price/Sales
7.69
High:
PLTR
62.4PLTRLow:
VOW3.DE
0.11VOW3.DEDetails
Price/CF
18.47
High:PLTR
138.09PLTRLow:
F
2.48FDetails
Price/FCF
37.44
High:
SGRO.L
327.54SGRO.LLow:
HSBC
5.09HSBCDetails
P/E Ratio
28.83
High:AMD
183.1AMDLow:WBD
-38.05WBDDetails
PEG Ratio
123.14
High:REGN
872.92REGNLow:WBD
-45.16WBDDetails
Price/Book
9.01
High:AAPL
45.14AAPLLow:GPRO
-66.97GPRODetails
Price/Sales
7.69
High:PLTR
62.4PLTRLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
18.47
High:PLTR
138.09PLTRLow:F
2.48FDetails
Price/FCF
37.44
High:SGRO.L
327.54SGRO.LLow:HSBC
5.09HSBCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.6% | Sep 2021 | Jan 2025 | 40 |
-9.57% | Jan 2020 | Jun 2020 | 5 |
-6.3% | Feb 2026 | Apr 2026 | 2 |
-4.54% | Jul 2026 | - | 1 |
-1.99% | Feb 2025 | Apr 2025 | 2 |
-1.82% | Dec 2020 | Jan 2021 | 1 |
-1.48% | Jul 2021 | Aug 2021 | 1 |
-0.25% | Feb 2021 | Mar 2021 | 1 |