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-2.67%
This Month
+17.12%
Year To Date
+382.88%
2 Years
+221.46%
5 Years
-6.12%
10 Years
-0.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash62.48%
- 🧩 Miscellaneous27.68%
- 🧪 Process Industries6.67%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE27.68%
- 🇺🇸 NYSE6.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.67%
Dividends
Dividend Yield
0.14%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DD (2.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DD | 0.14% | 2.13% | $1.48 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
2.12
2.12
0
0.8
1.2
0
3
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
44.07
44.07
-2
0
2
45
45
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.41
2.41
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
2.12
2.12
0
0.8
1.2
0
3
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
44.07
44.07
-2
0
2
45
45
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.41
2.41
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-705.93
High:DD
-705.93DDLow:DD
-705.93DDDetails
PEG Ratio
-1,112.28
High:DD
-1,112.28DDLow:DD
-1,112.28DDDetails
Price/Book
1.39
High:DD
1.39DDLow:DD
1.39DDDetails
Price/Sales
2.03
High:DD
2.03DDLow:DD
2.03DDDetails
Price/CF
15.57
High:DD
15.57DDLow:DD
15.57DDDetails
Price/FCF
36.29
High:DD
36.29DDLow:DD
36.29DDDetails
P/E Ratio
-705.93
High:DD
-705.93DDLow:DD
-705.93DDDetails
PEG Ratio
-1,112.28
High:DD
-1,112.28DDLow:DD
-1,112.28DDDetails
Price/Book
1.39
High:DD
1.39DDLow:DD
1.39DDDetails
Price/Sales
2.03
High:DD
2.03DDLow:DD
2.03DDDetails
Price/CF
15.57
High:DD
15.57DDLow:DD
15.57DDDetails
Price/FCF
36.29
High:DD
36.29DDLow:DD
36.29DDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.33% | Feb 2018 | Jan 2025 | 83 |
-43.31% | Jul 2017 | Aug 2017 | 1 |
-35.58% | Aug 2025 | - | 11 |
-31.22% | Feb 2025 | Jul 2025 | 5 |
-5.33% | Sep 2017 | Dec 2017 | 3 |