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+1.31%
Today
+8.27%
This Month
+16.85%
Year To Date
+73.81%
2 Years
+114.38%
5 Years
+21.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.73%
- 🪙 Cryptocurrencies27.78%
- 🛍️ Retail Trade11.46%
- 🧩 Miscellaneous4.7%
- 💰 Finance4.42%
- 🍞 Consumer Non Durables2.82%
- ⛏️ Energy Minerals2.45%
- 🚚 Transportation2.45%
- 💇♀️ Consumer Services2.34%
- 🚗 Consumer Durables1.92%
- 🖥️ Technology Services1.72%
- 📡 Communications0.68%
- 🧪 Process Industries0.47%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE32.67%
- 🌍 Digital Currency27.78%
- 🇺🇸 NYSE27.49%
- 🇺🇸 Nasdaq7.18%
- 🇺🇸 Chicago Board Options Exchange4.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.19%
- 🇬🇧 United Kingdom13.71%
- 🇨🇳 China5.52%
Dividends
Dividend Yield
0.92%
20 out of 33 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BP.L (6.09%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CARD.L | 0.16% | 5.48% | $0.05 |
 VEU | 0.11% | 2.82% | - |
 BP.L | 0.11% | 6.09% | $0.23 |
 BARC.L | 0.09% | 2.41% | $0.08 |
 VWO | 0.07% | 3.02% | - |
 KO | 0.06% | 2.88% | $1.89 |
 HTHT | 0.06% | 4.73% | $0.6 |
 VTI | 0.05% | 1.29% | - |
 BABA | 0.04% | 0.86% | $0.98 |
 CVX | 0.03% | 4.45% | $6.28 |
 T | 0.03% | 4.12% | $1.11 |
 FMC | 0.03% | 5.52% | $2.32 |
 MCD | 0.02% | 2.35% | $6.53 |
 BAC | 0.02% | 2.2% | $0.96 |
 BWY.L | 0.02% | 2.32% | $1.11 |
 NKE | 0.01% | 2.17% | $1.45 |
 GM | 0.01% | 0.96% | $0.42 |
 CVS | 0.01% | 4.29% | $2.54 |
 META | 0.01% | 0.29% | $1 |
 PSH.L | 0% | 0.01% | - |
Performance Metrics
Score 5.4/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
0.27
0.27
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
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
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
0.27
0.27
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
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
27.68
High:
AMZN
36.88AMZNLow:
BP.L
-68.83BP.LDetails
PEG Ratio
933.12
High:
KO
9,978.59KOLow:
UBER
2.08UBERDetails
Price/Book
5.2
High:KO
11.47KOLow:
MCD
-61.5MCDDetails
Price/Sales
3.4
High:
META
10.71METALow:
CVS
0.21CVSDetails
Price/CF
15.08
High:KO
282.33KOLow:
PSH.L
1.96PSH.LDetails
Price/FCF
50.71
High:KO
272.99KOLow:PSH.L
2PSH.LDetails
P/E Ratio
27.68
High:AMZN
36.88AMZNLow:BP.L
-68.83BP.LDetails
PEG Ratio
933.12
High:KO
9,978.59KOLow:UBER
2.08UBERDetails
Price/Book
5.2
High:KO
11.47KOLow:MCD
-61.5MCDDetails
Price/Sales
3.4
High:META
10.71METALow:CVS
0.21CVSDetails
Price/CF
15.08
High:KO
282.33KOLow:PSH.L
1.96PSH.LDetails
Price/FCF
50.71
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 |