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0%
Today
-0.85%
This Month
+7.32%
Year To Date
+48.83%
2 Years
+86.27%
5 Years
+13.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.15%
- 💰 Finance29.97%
- 💇♀️ Consumer Services11.75%
- 📊 ETFs10.29%
- 🛍️ Retail Trade8.02%
- 💼 Commercial Services2.79%
- 💵 Cash1.36%
- 💻 Electronic Technology1.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.88%
- 🇺🇸 NYSE33.03%
- 🇬🇧 LSE12.05%
- 🇭🇰 Hong Kong Exchanges1.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.86%
- 🇨🇳 China5.25%
- 🇬🇧 United Kingdom1.76%
Dividends
Dividend Yield
0.58%
9 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (7.61%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
2.49
2.49
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
2.49
2.49
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.91
High:
1810.HK
43.41810.HKLow:
JD.US
8.28JD.USDetails
PEG Ratio
95.19
High:
BKNG
171.39BKNGLow:JD.US
9.06JD.USDetails
Price/Book
3.4
High:
META
9.6METALow:
MSCI
-46.79MSCIDetails
Price/Sales
4.54
High:MSCI
15.39MSCILow:JD.US
0.31JD.USDetails
Price/CF
19.94
High:
BRK.B
37.15BRK.BLow:JD.US
8.74JD.USDetails
Price/FCF
45.93
High:
TRIG.L
247.65TRIG.LLow:JD.US
9.2JD.USDetails
P/E Ratio
19.91
High:1810.HK
43.41810.HKLow:JD.US
8.28JD.USDetails
PEG Ratio
95.19
High:BKNG
171.39BKNGLow:JD.US
9.06JD.USDetails
Price/Book
3.4
High:META
9.6METALow:MSCI
-46.79MSCIDetails
Price/Sales
4.54
High:MSCI
15.39MSCILow:JD.US
0.31JD.USDetails
Price/CF
19.94
High:BRK.B
37.15BRK.BLow:JD.US
8.74JD.USDetails
Price/FCF
45.93
High:TRIG.L
247.65TRIG.LLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.06% | Sep 2021 | Jan 2024 | 28 |
-12.6% | Jan 2020 | May 2020 | 4 |
-6.04% | Apr 2024 | Jul 2024 | 3 |
-5.49% | Sep 2020 | Nov 2020 | 2 |
-5.46% | Mar 2025 | Jun 2025 | 3 |
-2.23% | Dec 2024 | Jan 2025 | 1 |
-1.51% | Jan 2021 | Feb 2021 | 1 |
-1.47% | Jul 2021 | Aug 2021 | 1 |
-0.85% | Jul 2025 | - | 1 |
-0.31% | Mar 2021 | Apr 2021 | 1 |