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-0.1%
This Month
+1.68%
Year To Date
+25.05%
2 Years
+57.9%
5 Years
+154.99%
10 Years
+16.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous27.26%
- 🛍️ Retail Trade17.64%
- 🪙 Cryptocurrencies12.13%
- 📊 ETFs9.3%
- 🚚 Transportation6.48%
- 💰 Finance5.8%
- 🍞 Consumer Non Durables5.73%
- ⛏️ Energy Minerals4.79%
- 💵 Cash4.64%
- 🖥️ Technology Services1.98%
- 💇♀️ Consumer Services1.77%
- 📡 Communications1.76%
- 🧬 Health Technology1.43%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE42.84%
- 🇺🇸 NYSE31.51%
- 🌍 Digital Currency12.13%
- 🇺🇸 Nasdaq9.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.67%
- 🇬🇧 United Kingdom19.82%
- 🇨🇳 China6.14%
Dividends
Dividend Yield
1.29%
15 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CARD.L (6.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CARD.L | 0.43% | 6.82% | $0.05 |
 BATS.L | 0.12% | 5.95% | $2.36 |
 BP.L | 0.11% | 4.61% | $0.23 |
 CVX.US | 0.08% | 3.35% | $6.28 |
 HTHT | 0.08% | 4.52% | $0.6 |
 T.US | 0.08% | 4.32% | $1.11 |
 KO | 0.06% | 2.36% | $1.89 |
 BARC.L | 0.06% | 1.73% | $0.08 |
 PSH.L | 0.06% | 1.4% | - |
 GSK.L | 0.05% | 3.63% | $0.59 |
 NKE | 0.05% | 4.24% | $1.45 |
 BABA | 0.04% | 0.91% | $0.98 |
 BAC | 0.04% | 1.79% | $0.96 |
 CVS | 0.03% | 2.75% | $2.54 |
 META | 0.01% | 0.34% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PSH.L | Pay Day | Sep 18, 2026 | $0.18 |
Performance Metrics
Score 4.4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
-1.74
-1.74
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
-1.74
-1.74
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.36
High:CVS
45.74CVSLow:PSH.L
3.62PSH.LDetails
PEG Ratio
70.33
High:META
401.05METALow:PSH.L
3.15PSH.LDetails
Price/Book
4.18
High:KO
10.68KOLow:PSH.L
0.61PSH.LDetails
Price/Sales
3.07
High:META
7.98METALow:CVS
0.33CVSDetails
Price/CF
13.08
High:NKE
54.38NKELow:CARD.L
2.27CARD.LDetails
Price/FCF
60
High:BABA
1,196.17BABALow:CARD.L
3.14CARD.LDetails
P/E Ratio
24.36
High:CVS
45.74CVSLow:PSH.L
3.62PSH.LDetails
PEG Ratio
70.33
High:META
401.05METALow:PSH.L
3.15PSH.LDetails
Price/Book
4.18
High:KO
10.68KOLow:PSH.L
0.61PSH.LDetails
Price/Sales
3.07
High:META
7.98METALow:CVS
0.33CVSDetails
Price/CF
13.08
High:NKE
54.38NKELow:CARD.L
2.27CARD.LDetails
Price/FCF
60
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 | - | 12 |
-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 |