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+5.58%
This Month
+17%
Year To Date
+53.44%
2 Years
+93.38%
5 Years
+52.84%
10 Years
+8.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🌾 Commodities24.93%
- 🪨 Non Energy Minerals18.31%
- 🛍️ Retail Trade17.3%
- 📊 ETFs11.75%
- 💰 Finance9.4%
- 🪙 Cryptocurrencies7.17%
- 💵 Cash5.92%
- 💻 Electronic Technology3.07%
- 🍞 Consumer Non Durables2.32%
- 🚚 Transportation1.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.09%
- 🌍 Commodity24.93%
- 🇬🇧 LSE24.22%
- 🌍 Digital Currency7.17%
- 🇺🇸 Nasdaq3.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.41%
- 🇬🇧 United Kingdom11.47%
- 🇲🇽 Mexico10.88%
- 🇮🇪 Ireland1.88%
Dividends
Dividend Yield
0.97%
14 out of 19 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (9.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TRIG.L | 0.25% | 9.26% | $0.07 |
 FRES.L | 0.17% | 1.53% | $0.05 |
 TSCO.L | 0.16% | 3.13% | $0.12 |
 VTI | 0.13% | 1.22% | - |
 NEM | 0.09% | 1.26% | $1.3 |
 WMT | 0.09% | 0.91% | $0.81 |
 GFTU.L | 0.08% | 4.22% | $0.36 |
 ABF.L | 0.07% | 3.19% | $0.54 |
 EQR | 0.04% | 4.22% | $2.66 |
 MPWR | 0.02% | 0.7% | $4.5 |
 LIT | 0.01% | 0.69% | - |
 EZJ.L | -0.03% | -2.62% | $-0.04 |
 BAC | -0.04% | -2.1% | $-0.96 |
 JPM | -0.07% | -1.72% | $-4.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
FRES.L | Pay Day | Sep 17, 2025 | $0.21 |
EQR | Ex-Dividend | Sep 25, 2025 | $0.69 |
BAC | Pay Day | Sep 26, 2025 | -$0.28 |
NEM | Pay Day | Sep 29, 2025 | $0.25 |
MPWR | Ex-Dividend | Sep 30, 2025 | $1.56 |
GFTU.L | Pay Day | Oct 10, 2025 | $0.14 |
EQR | Pay Day | Oct 10, 2025 | $0.69 |
MPWR | Pay Day | Oct 15, 2025 | $1.56 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.7/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-1.91
-1.91
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-1.91
-1.91
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.17
High:
FRES.L
45.98FRES.LLow:
EZJ.L
8.62EZJ.LDetails
PEG Ratio
71.23
High:
EQR
425.63EQRLow:
NEM
3.95NEMDetails
Price/Book
4.3
High:
MPWR
11.96MPWRLow:
GFTU.L
1.06GFTU.LDetails
Price/Sales
1.49
High:MPWR
16.04MPWRLow:EZJ.L
0.37EZJ.LDetails
Price/CF
17.56
High:MPWR
39.31MPWRLow:EZJ.L
2.03EZJ.LDetails
Price/FCF
50.5
High:
TRIG.L
247.65TRIG.LLow:EZJ.L
4.51EZJ.LDetails
P/E Ratio
25.17
High:FRES.L
45.98FRES.LLow:EZJ.L
8.62EZJ.LDetails
PEG Ratio
71.23
High:EQR
425.63EQRLow:NEM
3.95NEMDetails
Price/Book
4.3
High:MPWR
11.96MPWRLow:GFTU.L
1.06GFTU.LDetails
Price/Sales
1.49
High:MPWR
16.04MPWRLow:EZJ.L
0.37EZJ.LDetails
Price/CF
17.56
High:MPWR
39.31MPWRLow:EZJ.L
2.03EZJ.LDetails
Price/FCF
50.5
High:TRIG.L
247.65TRIG.LLow:EZJ.L
4.51EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.62% | Sep 2020 | Apr 2021 | 7 |
-22.16% | Apr 2022 | Sep 2024 | 29 |
-6.92% | May 2021 | Aug 2021 | 3 |
-3.51% | Feb 2025 | Jul 2025 | 5 |
-3.45% | Sep 2021 | Oct 2021 | 1 |
-2.25% | Dec 2024 | Jan 2025 | 1 |
-1.42% | Dec 2021 | Feb 2022 | 2 |
-0.74% | Oct 2024 | Nov 2024 | 1 |