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+1.16%
This Month
+16.28%
Year To Date
+53.89%
2 Years
+83.5%
5 Years
+154.57%
10 Years
+19.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs40.37%
- 🪙 Cryptocurrencies19.64%
- 🛍️ Retail Trade13.21%
- 🧩 Miscellaneous5.51%
- 💰 Finance5.47%
- 💇♀️ Consumer Services2.95%
- 🍞 Consumer Non Durables2.85%
- ⛏️ Energy Minerals2.75%
- 🚗 Consumer Durables2.44%
- 🚚 Transportation2.42%
- 🖥️ Technology Services1.6%
- 📡 Communications0.63%
- 🧪 Process Industries0.15%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE36.74%
- 🇺🇸 NYSE31.52%
- 🌍 Digital Currency19.64%
- 🇺🇸 Nasdaq7.67%
- 🇺🇸 Chicago Board Options Exchange4.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.46%
- 🇬🇧 United Kingdom16.08%
- 🇨🇳 China7.43%
Dividends
Dividend Yield
0.77%
17 out of 33 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $FMC (17.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CARD.L | 0.16% | 5.05% | $0.05 |
 BP.L | 0.11% | 5.41% | $0.23 |
 BARC.L | 0.09% | 1.92% | $0.08 |
 HTHT | 0.07% | 3.69% | $0.6 |
 KO | 0.06% | 2.9% | $1.89 |
 PSH.L | 0.06% | 1% | - |
 BABA | 0.04% | 0.65% | $0.98 |
 CVX | 0.03% | 4.51% | $6.28 |
 T | 0.03% | 4.39% | $1.11 |
 FMC | 0.03% | 17.46% | $2.32 |
 MCD | 0.03% | 2.33% | $6.53 |
 BWY.L | 0.02% | 2.57% | $1.11 |
 BAC | 0.02% | 2.01% | $0.96 |
 NKE | 0.02% | 2.45% | $1.45 |
 GM | 0.01% | 0.76% | $0.42 |
 CVS | 0.01% | 3.49% | $2.54 |
 META | 0% | 0.31% | $1 |
Performance Metrics
Score 5/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
-0.8
-0.8
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
-0.8
-0.8
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.1
High:
CVS
200.55CVSLow:
FMC
-3.12FMCDetails
PEG Ratio
134.91
High:
MCD
915.54MCDLow:
UBER
4.21UBERDetails
Price/Book
4.48
High:
KO
9.7KOLow:MCD
-101.58MCDDetails
Price/Sales
3.22
High:
META
8.98METALow:CVS
0.25CVSDetails
Price/CF
15.45
High:FMC
164.34FMCLow:
GM
2.43GMDetails
Price/FCF
68.81
High:KO
272.99KOLow:
CARD.L
5.02CARD.LDetails
P/E Ratio
26.1
High:CVS
200.55CVSLow:FMC
-3.12FMCDetails
PEG Ratio
134.91
High:MCD
915.54MCDLow:UBER
4.21UBERDetails
Price/Book
4.48
High:KO
9.7KOLow:MCD
-101.58MCDDetails
Price/Sales
3.22
High:META
8.98METALow:CVS
0.25CVSDetails
Price/CF
15.45
High:FMC
164.34FMCLow:GM
2.43GMDetails
Price/FCF
68.81
High:KO
272.99KOLow: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 |
-6.51% | Oct 2025 | - | 3 |
-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 |