Loading...
-0.57%
This Month
+7.78%
Year To Date
+45%
2 Years
+57.14%
5 Years
+112.6%
10 Years
+12.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.57%
- 💰 Finance31.34%
- 📊 ETFs11.15%
- 💇♀️ Consumer Services10.35%
- 🛍️ Retail Trade8.42%
- 💼 Commercial Services2.33%
- 💵 Cash1.61%
- 💻 Electronic Technology0.85%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.58%
- 🇺🇸 NYSE35.02%
- 🇬🇧 LSE12.56%
- 🇭🇰 Hong Kong Exchanges0.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.92%
- 🇨🇳 China5.53%
- 🇬🇧 United Kingdom1.41%
Dividends
Dividend Yield
0.6%
8 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (10.61%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
0.98
0.98
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
0.98
0.98
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.56
High:
BIDU
36.26BIDULow:
TRIG.L
-8.2TRIG.LDetails
PEG Ratio
493.11
High:
MSCI
1,001.25MSCILow:TRIG.L
-9.89TRIG.LDetails
Price/Book
3.14
High:
GOOG
10.01GOOGLow:
MTCH
-35.89MTCHDetails
Price/Sales
4.38
High:MSCI
13.67MSCILow:
JD.US
0.25JD.USDetails
Price/CF
20.82
High:MSCI
28.63MSCILow:MTCH
9.08MTCHDetails
Price/FCF
55.59
High:TRIG.L
247.65TRIG.LLow:JD.US
9.2JD.USDetails
P/E Ratio
22.56
High:BIDU
36.26BIDULow:TRIG.L
-8.2TRIG.LDetails
PEG Ratio
493.11
High:MSCI
1,001.25MSCILow:TRIG.L
-9.89TRIG.LDetails
Price/Book
3.14
High:GOOG
10.01GOOGLow:MTCH
-35.89MTCHDetails
Price/Sales
4.38
High:MSCI
13.67MSCILow:JD.US
0.25JD.USDetails
Price/CF
20.82
High:MSCI
28.63MSCILow:MTCH
9.08MTCHDetails
Price/FCF
55.59
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 |
-4.47% | Oct 2025 | - | 3 |
-2.23% | Dec 2024 | Jan 2025 | 1 |
-1.51% | Jan 2021 | Feb 2021 | 1 |
-1.47% | Jul 2021 | Aug 2021 | 1 |
-0.32% | Mar 2021 | Apr 2021 | 1 |