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+4.97%
This Month
-3.11%
Year To Date
+22.91%
2 Years
+50.38%
5 Years
+142.96%
10 Years
+16.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous27.64%
- 🛍️ Retail Trade17.86%
- 🪙 Cryptocurrencies12.65%
- 📊 ETFs12.03%
- 💰 Finance7.85%
- 🚚 Transportation6.41%
- ⛏️ Energy Minerals4.72%
- 🍞 Consumer Non Durables3.88%
- 💇♀️ Consumer Services2.57%
- 🖥️ Technology Services2.18%
- 📡 Communications1.59%
- 💵 Cash0.54%
- 🧪 Process Industries0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE41.92%
- 🇺🇸 NYSE35.28%
- 🌍 Digital Currency12.65%
- 🇺🇸 Nasdaq9.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.02%
- 🇬🇧 United Kingdom18.56%
- 🇨🇳 China5.88%
Dividends
Dividend Yield
1.23%
15 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FMC (7.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CARD.L | 0.44% | 6.97% | $0.05 |
 BP.L | 0.11% | 4.7% | $0.23 |
 BARC.L | 0.09% | 1.65% | $0.08 |
 CVX.US | 0.09% | 3.66% | $6.28 |
 HTHT | 0.08% | 5.18% | $0.6 |
 T.US | 0.08% | 4.98% | $1.11 |
 KO | 0.07% | 2.54% | $1.89 |
 PSH.L | 0.06% | 1.44% | - |
 NKE | 0.05% | 3.79% | $1.45 |
 BAC | 0.04% | 1.83% | $0.96 |
 BABA | 0.04% | 0.87% | $0.98 |
 CVS | 0.03% | 2.42% | $2.54 |
 MCD | 0.03% | 2.78% | $6.53 |
 FMC | 0.01% | 7.21% | $2.32 |
 META | 0.01% | 0.33% | $1 |
Performance Metrics
Score 4.4/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
-1.87
-1.87
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
-1.87
-1.87
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.58
High:CVS
45.74CVSLow:FMC
-0.54FMCDetails
PEG Ratio
88.22
High:META
401.05METALow:PSH.L
3.15PSH.LDetails
Price/Book
4.2
High:KO
10.68KOLow:MCD
-151.69MCDDetails
Price/Sales
3.08
High:META
7.98METALow:CVS
0.33CVSDetails
Price/CF
12.81
High:FMC
164.34FMCLow:CARD.L
2.27CARD.LDetails
Price/FCF
60.05
High:BABA
1,196.17BABALow:CARD.L
3.14CARD.LDetails
P/E Ratio
24.58
High:CVS
45.74CVSLow:FMC
-0.54FMCDetails
PEG Ratio
88.22
High:META
401.05METALow:PSH.L
3.15PSH.LDetails
Price/Book
4.2
High:KO
10.68KOLow:MCD
-151.69MCDDetails
Price/Sales
3.08
High:META
7.98METALow:CVS
0.33CVSDetails
Price/CF
12.81
High:FMC
164.34FMCLow:CARD.L
2.27CARD.LDetails
Price/FCF
60.05
High:BABA
1,196.17BABALow:CARD.L
3.14CARD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.33% | Nov 2021 | Feb 2024 | 27 |
-14.99% | Oct 2025 | - | 10 |
-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 |