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-4.53%
This Month
+29.96%
Year To Date
+108.61%
2 Years
+122.54%
5 Years
+185.51%
10 Years
+20.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals92.05%
- 💵 Cash9.99%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE92.05%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom92.05%
Dividends
Dividend Yield
3.82%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BP.L (4.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 3.82% | 4.14% | $0.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
1.04
1.04
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.25
1.25
0
1
2
3
3
Jensen's Alpha
1.04
1.04
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
8,228.57
High:BP.L
8,228.57BP.LLow:BP.L
8,228.57BP.LDetails
PEG Ratio
N/A
Details
Price/Book
2.25
High:BP.L
2.25BP.LLow:BP.L
2.25BP.LDetails
Price/Sales
0.62
High:BP.L
0.62BP.LLow:BP.L
0.62BP.LDetails
Price/CF
3.58
High:BP.L
3.58BP.LLow:BP.L
3.58BP.LDetails
Price/FCF
14.12
High:BP.L
14.12BP.LLow:BP.L
14.12BP.LDetails
P/E Ratio
8,228.57
High:BP.L
8,228.57BP.LLow:BP.L
8,228.57BP.LDetails
PEG Ratio
N/A
Details
Price/Book
2.25
High:BP.L
2.25BP.LLow:BP.L
2.25BP.LDetails
Price/Sales
0.62
High:BP.L
0.62BP.LLow:BP.L
0.62BP.LDetails
Price/CF
3.58
High:BP.L
3.58BP.LLow:BP.L
3.58BP.LDetails
Price/FCF
14.12
High:BP.L
14.12BP.LLow:BP.L
14.12BP.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.66% | Mar 2021 | Feb 2024 | 35 |
-9.68% | Feb 2025 | Jun 2025 | 4 |
-6.87% | Apr 2024 | May 2024 | 1 |
-5.34% | Sep 2020 | Nov 2020 | 2 |
-5.27% | Jul 2024 | Sep 2024 | 2 |
-4.53% | Apr 2026 | - | 1 |
-2.69% | Nov 2025 | Jan 2026 | 2 |
-1.42% | Dec 2024 | Jan 2025 | 1 |