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+1.46%
This Month
+2.17%
Year To Date
+27.39%
2 Years
+49.11%
5 Years
+156.2%
10 Years
+16.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous26.84%
- 🛍️ Retail Trade18.92%
- 🪙 Cryptocurrencies12.36%
- 📊 ETFs8.88%
- 🚚 Transportation6.87%
- 🍞 Consumer Non Durables5.96%
- ⛏️ Energy Minerals5.23%
- 💰 Finance4.76%
- 💵 Cash3.7%
- 🖥️ Technology Services2.22%
- 💇♀️ Consumer Services1.8%
- 📡 Communications1.57%
- 🧬 Health Technology1.43%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE43.65%
- 🇺🇸 NYSE30.9%
- 🌍 Digital Currency12.36%
- 🇺🇸 Nasdaq9.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.04%
- 🇬🇧 United Kingdom20.92%
- 🇨🇳 China5.93%
Dividends
Dividend Yield
1.32%
15 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (5.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CARD.L | 0.43% | 5.54% | $0.05 |
 BATS.L | 0.12% | 5.6% | $2.36 |
 BP.L | 0.11% | 4.06% | $0.23 |
 HTHT | 0.08% | 4.68% | $0.6 |
 BARC.L | 0.08% | 2.76% | $0.08 |
 CVX.US | 0.08% | 3.11% | $6.28 |
 T.US | 0.08% | 5.06% | $1.11 |
 KO | 0.06% | 2.26% | $1.89 |
 PSH.L | 0.06% | 1.44% | - |
 GSK.L | 0.05% | 3.63% | $0.59 |
 NKE | 0.05% | 4.38% | $1.45 |
 BAC | 0.04% | 2.28% | $0.96 |
 BABA | 0.04% | 0.99% | $0.98 |
 CVS | 0.03% | 2.82% | $2.54 |
 META | 0.01% | 0.3% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Ex-Dividend | Oct 23, 2026 | $0.67 |
T.US | Pay Day | Nov 2, 2026 | $0.28 |
CVX.US | Ex-Dividend | Nov 19, 2026 | $1.78 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
BAC | Ex-Dividend | Dec 4, 2026 | $0.28 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
T.US | Ex-Dividend | Jan 9, 2027 | $0.28 |
BARC.L | Ex-Dividend | Feb 11, 2027 | $0.08 |
HTHT | Ex-Dividend | Mar 8, 2027 | $1.30 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 4.4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
-1.74
-1.74
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
-1.74
-1.74
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.08
High:META
27.95METALow:PSH.L
3.43PSH.LDetails
PEG Ratio
0.56
High:CVS
3.53CVSLow:BP.L
0.02BP.LDetails
Price/Book
3.96
High:KO
10.3KOLow:PSH.L
0.58PSH.LDetails
Price/Sales
3.07
High:META
8.34METALow:CVS
0.27CVSDetails
Price/CF
12.57
High:KO
22.21KOLow:CARD.L
2.13CARD.LDetails
Price/FCF
56.29
High:BABA
1,196.17BABALow:CARD.L
2.82CARD.LDetails
P/E Ratio
20.08
High:META
27.95METALow:PSH.L
3.43PSH.LDetails
PEG Ratio
0.56
High:CVS
3.53CVSLow:BP.L
0.02BP.LDetails
Price/Book
3.96
High:KO
10.3KOLow:PSH.L
0.58PSH.LDetails
Price/Sales
3.07
High:META
8.34METALow:CVS
0.27CVSDetails
Price/CF
12.57
High:KO
22.21KOLow:CARD.L
2.13CARD.LDetails
Price/FCF
56.29
High:BABA
1,196.17BABALow:CARD.L
2.82CARD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.33% | Nov 2021 | Feb 2024 | 27 |
-14.99% | Oct 2025 | - | 13 |
-11.44% | Sep 2020 | Dec 2020 | 3 |
-10.09% | Feb 2025 | Jun 2025 | 4 |
-8.43% | Apr 2024 | Sep 2024 | 5 |
-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 |