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+2.38%
This Month
+16.29%
Year To Date
+26.78%
2 Years
+26.78%
5 Years
+26.78%
10 Years
+24.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes40.15%
- ⛏️ Energy Minerals31.42%
- 💵 Cash16.18%
- 🍞 Consumer Non Durables12.48%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD40.15%
- 🇬🇧 LSE31.42%
- 🇺🇸 Nasdaq12.48%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom31.42%
- 🇺🇸 United States12.48%
Dividends
Dividend Yield
0.69%
2 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HBR.L (2.01%)
Performance Metrics
Score 6.3/10
Beta
0.4
0.4
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
5.6
5.6
-2
0
2
6
6
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
2.9
2.9
0
0.75
1.25
3
3
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
1.87
1.87
0
0.3
0.6
2
2
Beta
0.4
0.4
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
5.6
5.6
-2
0
2
6
6
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
2.9
2.9
0
0.75
1.25
3
3
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
1.87
1.87
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
22.76
High:
COKE
26.58COKELow:
HBR.L
20.4HBR.LDetails
PEG Ratio
0.7
High:COKE
2.14COKELow:HBR.L
0.13HBR.LDetails
Price/Book
2.44
High:HBR.L
1.3HBR.LLow:COKE
-25.85COKEDetails
Price/Sales
0.88
High:COKE
1.94COKELow:HBR.L
0.61HBR.LDetails
Price/CF
2.7
High:COKE
15.84COKELow:HBR.L
1.62HBR.LDetails
Price/FCF
5.57
High:COKE
26.38COKELow:HBR.L
3.41HBR.LDetails
P/E Ratio
22.76
High:COKE
26.58COKELow:HBR.L
20.4HBR.LDetails
PEG Ratio
0.7
High:COKE
2.14COKELow:HBR.L
0.13HBR.LDetails
Price/Book
2.44
High:HBR.L
1.3HBR.LLow:COKE
-25.85COKEDetails
Price/Sales
0.88
High:COKE
1.94COKELow:HBR.L
0.61HBR.LDetails
Price/CF
2.7
High:COKE
15.84COKELow:HBR.L
1.62HBR.LDetails
Price/FCF
5.57
High:COKE
26.38COKELow:HBR.L
3.41HBR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.14% | Feb 2026 | May 2026 | 3 |
-6.88% | Jul 2026 | - | 4 |
-3.3% | Sep 2025 | Oct 2025 | 1 |
-2.93% | Nov 2025 | Jan 2026 | 2 |
-2.44% | Jul 2025 | Aug 2025 | 1 |