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+0.29%
This Month
+18.46%
Year To Date
+91.52%
2 Years
+121%
5 Years
+159.33%
10 Years
+21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.89%
- 🪙 Cryptocurrencies26.22%
- 🛍️ Retail Trade12.4%
- 🧩 Miscellaneous4.84%
- 💰 Finance4.63%
- 🍞 Consumer Non Durables2.72%
- ⛏️ Energy Minerals2.57%
- 💇♀️ Consumer Services2.51%
- 🚚 Transportation2.42%
- 🚗 Consumer Durables1.9%
- 🖥️ Technology Services1.77%
- 📡 Communications0.72%
- 🧪 Process Industries0.41%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE33.68%
- 🇺🇸 NYSE28.11%
- 🌍 Digital Currency26.22%
- 🇺🇸 Nasdaq7.43%
- 🇺🇸 Chicago Board Options Exchange4.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.41%
- 🇬🇧 United Kingdom14.5%
- 🇨🇳 China5.97%
Dividends
Dividend Yield
0.91%
20 out of 33 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $FMC (6.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CARD.L | 0.15% | 4.58% | $0.05 |
 BP.L | 0.11% | 5.76% | $0.23 |
 VEU | 0.11% | 2.75% | - |
 BARC.L | 0.09% | 2.32% | $0.08 |
 HTHT | 0.07% | 4.78% | $0.6 |
 VWO | 0.06% | 2.81% | - |
 KO | 0.06% | 2.95% | $1.89 |
 VTI | 0.05% | 1.22% | - |
 BABA | 0.03% | 0.76% | $0.98 |
 CVX | 0.03% | 4.3% | $6.28 |
 T | 0.03% | 3.76% | $1.11 |
 FMC | 0.03% | 6.22% | $2.32 |
 MCD | 0.02% | 2.24% | $6.53 |
 BAC | 0.02% | 2.11% | $0.96 |
 BWY.L | 0.02% | 2.57% | $1.11 |
 NKE | 0.01% | 2.15% | $1.45 |
 GM | 0.01% | 0.94% | $0.42 |
 CVS | 0.01% | 3.61% | $2.54 |
 META | 0% | 0.27% | $1 |
 PSH.L | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
HTHT | Ex-Dividend | Sep 9, 2025 | $0.81 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
HTHT | Pay Day | Sep 26, 2025 | $0.81 |
FMC | Ex-Dividend | Sep 30, 2025 | $0.58 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
FMC | Pay Day | Oct 16, 2025 | $0.58 |
PSH.L | Ex-Dividend | Nov 13, 2025 | $0.16 |
PSH.L | Pay Day | Dec 19, 2025 | $0.16 |
Performance Metrics
Score 5.8/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
0.83
0.83
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
0.83
0.83
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.83
High:
BP.L
164.19BP.LLow:
PSH.L
2.79PSH.LDetails
PEG Ratio
205.95
High:
T
1,906.16TLow:
UBER
3.01UBERDetails
Price/Book
5.13
High:
KO
10.28KOLow:
MCD
-81.96MCDDetails
Price/Sales
3.45
High:
META
10.76METALow:
CVS
0.24CVSDetails
Price/CF
15.95
High:KO
233.26KOLow:PSH.L
1.96PSH.LDetails
Price/FCF
67.62
High:KO
272.99KOLow:PSH.L
2PSH.LDetails
P/E Ratio
26.83
High:BP.L
164.19BP.LLow:PSH.L
2.79PSH.LDetails
PEG Ratio
205.95
High:T
1,906.16TLow:UBER
3.01UBERDetails
Price/Book
5.13
High:KO
10.28KOLow:MCD
-81.96MCDDetails
Price/Sales
3.45
High:META
10.76METALow:CVS
0.24CVSDetails
Price/CF
15.95
High:KO
233.26KOLow:PSH.L
1.96PSH.LDetails
Price/FCF
67.62
High:KO
272.99KOLow:PSH.L
2PSH.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 |
-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 |