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-3.42%
This Month
+20.82%
Year To Date
+334.16%
2 Years
+315.24%
5 Years
+947.52%
10 Years
+52.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals69.87%
- 💵 Cash37.42%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE69.87%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom69.87%
Dividends
Dividend Yield
2.98%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BP.L (4.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 2.98% | 4.27% | $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
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.84
1.84
0
1
2
3
3
Jensen's Alpha
45.15
45.15
-2
0
2
46
46
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
2.93
2.93
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.84
1.84
0
1
2
3
3
Jensen's Alpha
45.15
45.15
-2
0
2
46
46
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
2.93
2.93
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
8,228.57
High:BP.L
8,228.57BP.LLow:BP.L
8,228.57BP.LDetails
PEG Ratio
N/A
Details
Price/Book
2.25
High:BP.L
2.25BP.LLow:BP.L
2.25BP.LDetails
Price/Sales
0.62
High:BP.L
0.62BP.LLow:BP.L
0.62BP.LDetails
Price/CF
3.58
High:BP.L
3.58BP.LLow:BP.L
3.58BP.LDetails
Price/FCF
14.12
High:BP.L
14.12BP.LLow:BP.L
14.12BP.LDetails
P/E Ratio
8,228.57
High:BP.L
8,228.57BP.LLow:BP.L
8,228.57BP.LDetails
PEG Ratio
N/A
Details
Price/Book
2.25
High:BP.L
2.25BP.LLow:BP.L
2.25BP.LDetails
Price/Sales
0.62
High:BP.L
0.62BP.LLow:BP.L
0.62BP.LDetails
Price/CF
3.58
High:BP.L
3.58BP.LLow:BP.L
3.58BP.LDetails
Price/FCF
14.12
High:BP.L
14.12BP.LLow:BP.L
14.12BP.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 |
-3.42% | Apr 2026 | - | 1 |
-1.34% | Sep 2025 | Nov 2025 | 2 |
-1.25% | Dec 2025 | Jan 2026 | 1 |
-0.52% | Sep 2021 | Oct 2021 | 1 |