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+0.44%
This Month
+34.61%
Year To Date
+242.68%
2 Years
+1116.15%
5 Years
+781.84%
10 Years
+51.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals64.93%
- 💵 Cash36.06%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE64.93%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom64.93%
Dividends
Dividend Yield
3.51%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BP.L (5.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 3.51% | 5.4% | $0.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.86
1.86
0
1
2
3
3
Jensen's Alpha
46.37
46.37
-2
0
2
47
47
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.86
1.86
0
1
2
3
3
Jensen's Alpha
46.37
46.37
-2
0
2
47
47
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
63.07
High:
BP.L
63.07BP.LLow:BP.L
63.07BP.LDetails
PEG Ratio
N/A
Details
Price/Book
1.62
High:BP.L
1.62BP.LLow:BP.L
1.62BP.LDetails
Price/Sales
0.5
High:BP.L
0.5BP.LLow:BP.L
0.5BP.LDetails
Price/CF
3.59
High:BP.L
3.59BP.LLow:BP.L
3.59BP.LDetails
Price/FCF
15.56
High:BP.L
15.56BP.LLow:BP.L
15.56BP.LDetails
P/E Ratio
63.07
High:BP.L
63.07BP.LLow:BP.L
63.07BP.LDetails
PEG Ratio
N/A
Details
Price/Book
1.62
High:BP.L
1.62BP.LLow:BP.L
1.62BP.LDetails
Price/Sales
0.5
High:BP.L
0.5BP.LLow:BP.L
0.5BP.LDetails
Price/CF
3.59
High:BP.L
3.59BP.LLow:BP.L
3.59BP.LDetails
Price/FCF
15.56
High:BP.L
15.56BP.LLow:BP.L
15.56BP.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.17% | Nov 2021 | Feb 2024 | 27 |
-29.12% | Sep 2020 | Jan 2021 | 4 |
-27.07% | May 2021 | Aug 2021 | 3 |
-23.99% | Feb 2025 | Jul 2025 | 5 |
-17.3% | Mar 2024 | Nov 2024 | 8 |
-11.57% | Mar 2020 | May 2020 | 2 |
-9.19% | Jun 2020 | Jul 2020 | 1 |
-1.34% | Sep 2025 | Nov 2025 | 2 |
-0.52% | Sep 2021 | Oct 2021 | 1 |