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+0.62%
This Month
+0.62%
Year To Date
+56.38%
2 Years
+80.4%
5 Years
+152.32%
10 Years
+18.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.94%
- 🪙 Cryptocurrencies18.48%
- 🛍️ Retail Trade15.35%
- 🚚 Transportation7.37%
- 💰 Finance6.98%
- 🧩 Miscellaneous4.98%
- 🍞 Consumer Non Durables4.08%
- ⛏️ Energy Minerals3.95%
- 💇♀️ Consumer Services3.01%
- 🖥️ Technology Services2.01%
- 📡 Communications1.66%
- 🧪 Process Industries0.17%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE36.22%
- 🇺🇸 NYSE35.93%
- 🌍 Digital Currency18.48%
- 🇺🇸 Nasdaq9.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.67%
- 🇬🇧 United Kingdom15.16%
- 🇨🇳 China7.72%
Dividends
Dividend Yield
0.99%
15 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FMC (11.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CARD.L | 0.23% | 7.31% | $0.05 |
 BP.L | 0.11% | 5.58% | $0.23 |
 BARC.L | 0.09% | 1.8% | $0.08 |
 CVX | 0.08% | 4.13% | $6.28 |
 T | 0.08% | 4.74% | $1.11 |
 HTHT | 0.07% | 3.58% | $0.6 |
 KO | 0.06% | 2.86% | $1.89 |
 PSH.L | 0.06% | 1.11% | - |
 NKE | 0.05% | 2.53% | $1.45 |
 BAC | 0.04% | 2.07% | $0.96 |
 BABA | 0.04% | 0.62% | $0.98 |
 CVS | 0.03% | 3.33% | $2.54 |
 MCD | 0.03% | 2.37% | $6.53 |
 FMC | 0.02% | 11.83% | $2.32 |
 META | 0.01% | 0.35% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
-0.97
-0.97
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
-0.97
-0.97
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.57
High:CVS
209.28CVSLow:FMC
-3.62FMCDetails
PEG Ratio
103.99
High:MCD
898.84MCDLow:
UBER
3.88UBERDetails
Price/Book
4.4
High:KO
9.88KOLow:MCD
-99.7MCDDetails
Price/Sales
3.19
High:MCD
8.25MCDLow:CVS
0.26CVSDetails
Price/CF
15.73
High:FMC
164.34FMCLow:BARC.L
3.52BARC.LDetails
Price/FCF
63.9
High:NKE
947.69NKELow:CARD.L
5.02CARD.LDetails
P/E Ratio
24.57
High:CVS
209.28CVSLow:FMC
-3.62FMCDetails
PEG Ratio
103.99
High:MCD
898.84MCDLow:UBER
3.88UBERDetails
Price/Book
4.4
High:KO
9.88KOLow:MCD
-99.7MCDDetails
Price/Sales
3.19
High:MCD
8.25MCDLow:CVS
0.26CVSDetails
Price/CF
15.73
High:FMC
164.34FMCLow:BARC.L
3.52BARC.LDetails
Price/FCF
63.9
High:NKE
947.69NKELow:CARD.L
5.02CARD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.33% | Nov 2021 | Feb 2024 | 27 |
-11.44% | Sep 2020 | Dec 2020 | 3 |
-10.09% | Feb 2025 | Jun 2025 | 4 |
-8.43% | Apr 2024 | Sep 2024 | 5 |
-6.83% | Oct 2025 | - | 4 |
-5.19% | Sep 2021 | Oct 2021 | 1 |
-5.08% | Dec 2024 | Jan 2025 | 1 |
-4.84% | Feb 2021 | Mar 2021 | 1 |
-1.48% | Jun 2021 | Aug 2021 | 2 |
-1.37% | Oct 2024 | Nov 2024 | 1 |