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+6.53%
This Month
+4.11%
Year To Date
+36.12%
2 Years
+43.53%
5 Years
+43.53%
10 Years
+8.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance25.95%
- 💵 Cash19.59%
- 🧩 Miscellaneous16.29%
- 🪙 Cryptocurrencies8.96%
- 📊 ETFs7.17%
- 🚗 Consumer Durables5.57%
- 🚚 Transportation4.76%
- 🧪 Process Industries3.41%
- ⛏️ Energy Minerals3.4%
- 🏭 Industrial Services2.74%
- 🧬 Health Technology1.95%
- 💇♀️ Consumer Services1.5%
- 🪨 Non Energy Minerals1.39%
- 🛠️ Producer Manufacturing1.33%
- 🍞 Consumer Non Durables0.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.05%
- 🇬🇧 LSE15.1%
- 🌍 Digital Currency8.96%
- 🇺🇸 Nasdaq6.76%
- 🇫🇷 Euronext Paris1.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.19%
- 🇬🇧 United Kingdom16.01%
- 🇮🇱 Israel4.76%
- 🇧🇷 Brazil2.31%
- 🇫🇷 France1.33%
- 🇨🇭 Switzerland0.24%
Dividends
Dividend Yield
2.02%
20 out of 29 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $PBR (8.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LLOY.L | 0.37% | 3.55% | $0.03 |
 ZIM | 0.36% | 7.5% | $0.23 |
 PBR | 0.19% | 8.07% | $1.73 |
 AV.L | 0.15% | 6.16% | $0.33 |
 SPY | 0.14% | 1.04% | - |
 JPM | 0.12% | 1.86% | $4.4 |
 AM | 0.12% | 4.31% | $0.9 |
 SSSS | 0.12% | 3.78% | $7.25 |
 HIK.L | 0.09% | 4.53% | $0.57 |
 RGA | 0.09% | 1.73% | $3.4 |
 KBH | 0.06% | 1.81% | $0.85 |
 RIO | 0.05% | 4% | $4.34 |
 ECL | 0.03% | 1% | $2.24 |
 PNC | 0.03% | 2.96% | $6.2 |
 TROW | 0.03% | 5.25% | $4.92 |
 PG | 0.02% | 2.85% | $3.83 |
 SU.PA | 0.02% | 1.54% | $3.5 |
 OXY | 0.02% | 1.8% | $0.8 |
 PHM | 0.02% | 0.76% | $0.76 |
 GHC | 0.01% | 0.63% | $6.81 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
AM | Ex-Dividend | Apr 29, 2026 | $0.23 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
HIK.L | Pay Day | Apr 30, 2026 | $0.48 |
PNC | Pay Day | May 5, 2026 | $1.70 |
GHC | Pay Day | May 7, 2026 | $1.88 |
AM | Pay Day | May 13, 2026 | $0.23 |
AV.L | Pay Day | May 14, 2026 | $0.35 |
PG | Pay Day | May 15, 2026 | $1.09 |
LLOY.L | Pay Day | May 19, 2026 | $0.03 |
Performance Metrics
Score 3.7/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-0.86
-0.86
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-0.86
-0.86
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.19
High:
WBD
95.58WBDLow:
FXPO.L
-1.05FXPO.LDetails
PEG Ratio
233.21
High:TROW
1,181.25TROWLow:SSSS
3.46SSSSDetails
Price/Book
2.3
High:ECL
7.96ECLLow:FXPO.L
0.45FXPO.LDetails
Price/Sales
2.68
High:SSSS
9.67SSSSLow:FXPO.L
0.38FXPO.LDetails
Price/CF
8.09
High:ECL
25.27ECLLow:ZIM
1.32ZIMDetails
Price/FCF
12.52
High:FXPO.L
163.31FXPO.LLow:ZIM
2.21ZIMDetails
P/E Ratio
15.19
High:WBD
95.58WBDLow:FXPO.L
-1.05FXPO.LDetails
PEG Ratio
233.21
High:TROW
1,181.25TROWLow:SSSS
3.46SSSSDetails
Price/Book
2.3
High:ECL
7.96ECLLow:FXPO.L
0.45FXPO.LDetails
Price/Sales
2.68
High:SSSS
9.67SSSSLow:FXPO.L
0.38FXPO.LDetails
Price/CF
8.09
High:ECL
25.27ECLLow:ZIM
1.32ZIMDetails
Price/FCF
12.52
High:FXPO.L
163.31FXPO.LLow:ZIM
2.21ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.72% | Jan 2022 | Feb 2024 | 25 |
-7.17% | Feb 2025 | Jun 2025 | 4 |
-4.45% | Mar 2026 | Apr 2026 | 1 |
-3.73% | Dec 2024 | Jan 2025 | 1 |
-3.33% | Apr 2024 | May 2024 | 1 |
-1.63% | Oct 2024 | Nov 2024 | 1 |
-0.91% | Jun 2024 | Jul 2024 | 1 |
-0.63% | Oct 2025 | Jan 2026 | 3 |
-0.23% | Aug 2024 | Sep 2024 | 1 |