Loading...
+3.32%
This Month
-11.07%
Year To Date
+7.29%
2 Years
+26.5%
5 Years
-32.24%
10 Years
-4.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology73.97%
- 🚗 Consumer Durables26.02%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE73.97%
- 🇺🇸 Nasdaq26.02%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇰🇷 South Korea73.97%
- 🇺🇸 United States26.02%
Dividends
Dividend Yield
0.3%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SMSN.L (0.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SMSN.L | 0.3% | 0.4% | $23.68 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
38
38
-2
0
2
39
39
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
3.4
3.4
0
0.75
1.25
4
4
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
38
38
-2
0
2
39
39
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
3.4
3.4
0
0.75
1.25
4
4
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.76
High:
TSLA
382.29TSLALow:SMSN.L
25.69SMSN.LDetails
PEG Ratio
19.21
High:SMSN.L
19.21SMSN.LLow:SMSN.L
19.21SMSN.LDetails
Price/Book
5.46
High:TSLA
18.68TSLALow:SMSN.L
4.18SMSN.LDetails
Price/Sales
6.8
High:TSLA
15.13TSLALow:SMSN.L
5.49SMSN.LDetails
Price/CF
13.48
High:TSLA
79.58TSLALow:SMSN.L
9.92SMSN.LDetails
Price/FCF
31.68
High:TSLA
187.89TSLALow:SMSN.L
23.31SMSN.LDetails
P/E Ratio
35.76
High:TSLA
382.29TSLALow:SMSN.L
25.69SMSN.LDetails
PEG Ratio
19.21
High:SMSN.L
19.21SMSN.LLow:SMSN.L
19.21SMSN.LDetails
Price/Book
5.46
High:TSLA
18.68TSLALow:SMSN.L
4.18SMSN.LDetails
Price/Sales
6.8
High:TSLA
15.13TSLALow:SMSN.L
5.49SMSN.LDetails
Price/CF
13.48
High:TSLA
79.58TSLALow:SMSN.L
9.92SMSN.LDetails
Price/FCF
31.68
High:TSLA
187.89TSLALow:SMSN.L
23.31SMSN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-95.37% | Feb 2018 | Apr 2021 | 38 |
-84.48% | Apr 2025 | - | 15 |
-60.12% | Sep 2023 | Jan 2025 | 16 |
-54.04% | Apr 2022 | Feb 2023 | 10 |
-25.6% | May 2021 | Oct 2021 | 5 |
-17.46% | Nov 2021 | Dec 2021 | 1 |
-10.54% | Mar 2023 | Jul 2023 | 4 |