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-4.02%
This Month
+4.7%
Year To Date
+42.19%
2 Years
+62.12%
5 Years
-44.39%
10 Years
-22.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs19.15%
- 💰 Finance18.86%
- 🍞 Consumer Non Durables9.74%
- 🚚 Transportation9.3%
- 💇♀️ Consumer Services5%
- ⛏️ Energy Minerals4.83%
- 🛍️ Retail Trade4.78%
- 💼 Commercial Services4.73%
- 🧬 Health Technology4.67%
- 📡 Communications4.47%
- 🖥️ Technology Services4.4%
- 🚗 Consumer Durables4.28%
- 💵 Cash2.93%
- 🪙 Cryptocurrencies2.86%
- 🪨 Non Energy Minerals0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.56%
- 🇺🇸 NYSE34.36%
- 🇺🇸 Nasdaq9.16%
- 🇩🇪 FRA4.28%
- 🌍 Digital Currency2.86%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom37.04%
- 🇺🇸 United States23.86%
- 🇲🇨 Monaco5.3%
- 🇮🇪 Ireland4.73%
- 🇩🇪 Germany4.28%
Dividends
Dividend Yield
2.35%
16 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.29% | 6.71% | $9.06 |
 O | 0.24% | 4.92% | $3.09 |
 BP.L | 0.24% | 5.04% | $0.23 |
 BT.L | 0.18% | 3.93% | $0.08 |
 SDR.L | 0.17% | 3.67% | $0.22 |
 LLOY.L | 0.17% | 3.7% | $0.03 |
 SB | 0.16% | 3.07% | $0.2 |
 GSK.L | 0.14% | 3.1% | $0.59 |
 TSCO.L | 0.14% | 3.01% | $0.12 |
 KO | 0.13% | 2.64% | $1.89 |
 EZJ.L | 0.12% | 3.11% | $0.05 |
 BAG.L | 0.12% | 2.52% | $0.15 |
 MCD | 0.11% | 2.2% | $6.53 |
 EXPN.L | 0.08% | 1.74% | $0.46 |
 EVR.L | 0.03% | 17.85% | - |
 GOOG | 0.01% | 0.28% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.11
-0.11
-1
1
2
3
3
Jensen's Alpha
-9.33
-9.33
-10
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.32
-0.32
-1
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.11
-0.11
-1
1
2
3
3
Jensen's Alpha
-9.33
-9.33
-10
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.32
-0.32
-1
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.48
High:BP.L
4,375BP.LLow:EVR.L
0.61EVR.LDetails
PEG Ratio
154.28
High:MCD
571.79MCDLow:EVR.L
0.26EVR.LDetails
Price/Book
3.67
High:KO
10.44KOLow:MCD
-131.7MCDDetails
Price/Sales
3.55
High:O
10.58OLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
18.55
High:KO
40.7KOLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
53.2
High:KO
272.99KOLow:EZJ.L
4.94EZJ.LDetails
P/E Ratio
23.48
High:BP.L
4,375BP.LLow:EVR.L
0.61EVR.LDetails
PEG Ratio
154.28
High:MCD
571.79MCDLow:EVR.L
0.26EVR.LDetails
Price/Book
3.67
High:KO
10.44KOLow:MCD
-131.7MCDDetails
Price/Sales
3.55
High:O
10.58OLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
18.55
High:KO
40.7KOLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
53.2
High:KO
272.99KOLow:EZJ.L
4.94EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-96.97% | May 2014 | - | 143 |