Loading...
-0.24%
Today
-0.24%
This Month
+1.85%
Year To Date
+59.39%
2 Years
+41.71%
5 Years
+8.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables22.67%
- 💰 Finance9.8%
- 🛍️ Retail Trade8.75%
- 🪙 Cryptocurrencies8.15%
- 🚗 Consumer Durables8.12%
- 💇♀️ Consumer Services7.15%
- 💻 Electronic Technology4.78%
- 🚚 Transportation4.56%
- 🪨 Non Energy Minerals4.34%
- 📦 Distribution Services3.69%
- 💵 Cash3.67%
- 🧬 Health Technology3.25%
- ⛏️ Energy Minerals3.02%
- 🖥️ Technology Services2.13%
- 📊 ETFs2.08%
- 💼 Commercial Services2.03%
- ⚡ Utilities1.81%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE72.06%
- 🌍 Digital Currency8.15%
- 🇺🇸 NYSE5.82%
- 🇺🇸 Nasdaq3.44%
- 🇺🇸 Chicago Board Options Exchange2.08%
- 🇪🇸 Bolsa De Madrid1.81%
- 🇩🇰 Copenhagen Stock Exchange1.64%
- 🇩🇪 FRA1.32%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom72.06%
- 🇺🇸 United States9.26%
- 🇪🇸 Spain1.81%
- 🇩🇰 Denmark1.64%
- 🇩🇪 Germany1.32%
Dividends
Dividend Yield
2.63%
32 out of 40 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TW.L | 0.38% | 8.01% | $0.1 |
 EVR.L | 0.27% | 17.85% | - |
 RIO.L | 0.2% | 6.91% | $3.41 |
 HL.L | 0.17% | 3.93% | $0.42 |
 BP.L | 0.17% | 5.62% | $0.23 |
 AV.L | 0.15% | 6.67% | $0.33 |
 DGE.L | 0.12% | 3.31% | $0.81 |
 VOW.DE | 0.12% | 8.88% | $9 |
 CWK.L | 0.11% | 1.84% | $0.9 |
 ITV.L | 0.1% | 6.75% | $0.05 |
 WTB.L | 0.08% | 3.53% | $0.97 |
 BNZL.L | 0.08% | 2.04% | $0.68 |
 IBE.MC | 0.06% | 3.46% | $0.45 |
 JNJ | 0.05% | 3.26% | $4.81 |
 KO | 0.05% | 3.06% | $1.89 |
 MKS.L | 0.05% | 0.9% | $0.03 |
 GAW.L | 0.05% | 3.62% | $5.5 |
 PEP | 0.05% | 3.54% | $5.15 |
 CPG.L | 0.04% | 1.73% | $0.44 |
 ULVR.L | 0.04% | 3.17% | $1.47 |
 KNOS.L | 0.04% | 3.48% | $0.36 |
 GRG.L | 0.04% | 0.88% | $0.6 |
 PFD.L | 0.03% | 0.92% | $0.02 |
 REL.L | 0.03% | 1.49% | $0.59 |
 AHT.L | 0.03% | 1.82% | $0.8 |
 JPM | 0.03% | 1.8% | $4.4 |
 NOVO-B.CO | 0.03% | 1.62% | $9.4 |
 EZJ.L | 0.02% | 0.88% | $0.05 |
 MCD | 0.02% | 2.35% | $6.53 |
 INDA | 0.02% | 0.78% | - |
 IAG.L | 0.01% | 0.61% | - |
 HLMA.L | 0.01% | 0.73% | $0.22 |
Performance Metrics
Score 4.1/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-0.93
-0.93
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-0.93
-0.93
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.84% | May 2021 | Feb 2024 | 33 |
-4.85% | Oct 2024 | Nov 2024 | 1 |
-1.94% | Jun 2024 | Jul 2024 | 1 |
-1.67% | Dec 2024 | Jan 2025 | 1 |