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-3.06%
This Month
+0.29%
Year To Date
+11.78%
2 Years
+75.18%
5 Years
+115.5%
10 Years
+13.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs56.6%
- 🧩 Miscellaneous24.32%
- 💵 Cash9.05%
- 🚗 Consumer Durables5.57%
- ⛏️ Energy Minerals3.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.02%
- 🇬🇧 LSE26.4%
- 🇺🇸 Nasdaq11.67%
- 🇺🇸 Chicago Board Options Exchange5.37%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom9.53%
Dividends
Dividend Yield
0.41%
8 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BP.L (4.55%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DFEN | Ex-Dividend | Dec 23, 2026 | $0.00 |
Performance Metrics
Score 4.1/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
-2.11
-2.11
-3
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
-2.11
-2.11
-3
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
10.2
High:
GAW.L
25.77GAW.LLow:
SHEL.L
8.59SHEL.LDetails
PEG Ratio
3.1
High:GAW.L
5.27GAW.LLow:
BP.L
0.03BP.LDetails
Price/Book
1.64
High:GAW.L
15.85GAW.LLow:SHEL.L
1.42SHEL.LDetails
Price/Sales
0.71
High:GAW.L
8.08GAW.LLow:BP.L
0.5BP.LDetails
Price/CF
4.26
High:GAW.L
24.36GAW.LLow:BP.L
3.2BP.LDetails
Price/FCF
8.78
High:GAW.L
84.29GAW.LLow:BP.L
6.36BP.LDetails
P/E Ratio
10.2
High:GAW.L
25.77GAW.LLow:SHEL.L
8.59SHEL.LDetails
PEG Ratio
3.1
High:GAW.L
5.27GAW.LLow:BP.L
0.03BP.LDetails
Price/Book
1.64
High:GAW.L
15.85GAW.LLow:SHEL.L
1.42SHEL.LDetails
Price/Sales
0.71
High:GAW.L
8.08GAW.LLow:BP.L
0.5BP.LDetails
Price/CF
4.26
High:GAW.L
24.36GAW.LLow:BP.L
3.2BP.LDetails
Price/FCF
8.78
High:GAW.L
84.29GAW.LLow:BP.L
6.36BP.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.53% | Jan 2021 | Feb 2024 | 37 |
-9.42% | Jul 2026 | - | 5 |
-7.17% | Dec 2024 | Jun 2025 | 6 |
-3.43% | Mar 2026 | Jun 2026 | 3 |
-3.38% | Sep 2020 | Oct 2020 | 1 |
-2.65% | Apr 2024 | May 2024 | 1 |
-1.04% | Oct 2024 | Nov 2024 | 1 |
-0.15% | Nov 2025 | Dec 2025 | 1 |