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-4.53%
This Month
-6.23%
Year To Date
+21.23%
2 Years
+43.55%
5 Years
+135.15%
10 Years
+16.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous27.86%
- 🛍️ Retail Trade17.95%
- 🪙 Cryptocurrencies13.41%
- 📊 ETFs12.19%
- 💰 Finance6.86%
- 🚚 Transportation6.56%
- ⛏️ Energy Minerals4.63%
- 🍞 Consumer Non Durables3.83%
- 💇♀️ Consumer Services2.77%
- 🖥️ Technology Services2.03%
- 📡 Communications1.75%
- 🧪 Process Industries0.15%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE41.13%
- 🇺🇸 NYSE35.55%
- 🌍 Digital Currency13.41%
- 🇺🇸 Nasdaq9.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.7%
- 🇬🇧 United Kingdom17.78%
- 🇨🇳 China6.57%
Dividends
Dividend Yield
1.23%
15 out of 29 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $CARD.L (7.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CARD.L | 0.44% | 7.49% | $0.05 |
 BP.L | 0.11% | 4.58% | $0.23 |
 BARC.L | 0.09% | 1.87% | $0.08 |
 T.US | 0.08% | 4.85% | $1.11 |
 CVX.US | 0.08% | 3.7% | $6.28 |
 HTHT | 0.08% | 4.62% | $0.6 |
 KO | 0.07% | 2.7% | $1.89 |
 PSH.L | 0.06% | 1.34% | - |
 NKE | 0.05% | 3.76% | $1.45 |
 BAC | 0.04% | 2.11% | $0.96 |
 BABA | 0.04% | 0.82% | $0.98 |
 CVS | 0.03% | 2.8% | $2.54 |
 MCD | 0.03% | 2.68% | $6.53 |
 FMC | 0.01% | 6.73% | $2.32 |
 META | 0.01% | 0.34% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
META | Pay Day | Jun 25, 2026 | $0.53 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
FMC | Ex-Dividend | Jun 30, 2026 | $0.08 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
CARD.L | Pay Day | Jul 3, 2026 | $0.05 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
FMC | Pay Day | Jul 16, 2026 | $0.08 |
PSH.L | Ex-Dividend | Aug 13, 2026 | $0.18 |
PSH.L | Pay Day | Sep 18, 2026 | $0.18 |
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
25.05
High:CVS
41.64CVSLow:FMC
-0.61FMCDetails
PEG Ratio
82.76
High:META
376.16METALow:PSH.L
3.24PSH.LDetails
Price/Book
4.31
High:KO
9.83KOLow:MCD
-150.65MCDDetails
Price/Sales
3.15
High:META
7.49METALow:CVS
0.3CVSDetails
Price/CF
13.22
High:FMC
164.34FMCLow:CARD.L
2.27CARD.LDetails
Price/FCF
69.06
High:BABA
1,196.17BABALow:CARD.L
3.14CARD.LDetails
P/E Ratio
25.05
High:CVS
41.64CVSLow:FMC
-0.61FMCDetails
PEG Ratio
82.76
High:META
376.16METALow:PSH.L
3.24PSH.LDetails
Price/Book
4.31
High:KO
9.83KOLow:MCD
-150.65MCDDetails
Price/Sales
3.15
High:META
7.49METALow:CVS
0.3CVSDetails
Price/CF
13.22
High:FMC
164.34FMCLow:CARD.L
2.27CARD.LDetails
Price/FCF
69.06
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 | - | 9 |
-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 |