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-0.79%
This Month
-8.41%
Year To Date
+78.61%
2 Years
+242.39%
5 Years
+242.39%
10 Years
+40.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.82%
- 🌾 Commodities40.07%
- 🛍️ Retail Trade10.1%
- 💰 Finance5.05%
- 🚚 Transportation1.96%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.82%
- 🌍 Commodity40.07%
- 🇬🇧 LSE9.81%
- 🇺🇸 NYSE5.05%
- 🇺🇸 Nasdaq2.25%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom9.81%
- 🇺🇸 United States7.29%
Dividends
Dividend Yield
0.07%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EZJ.L (3.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EZJ.L | 0.07% | 3.67% | $0.05 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.1/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.58
1.58
0
0.5
1
2
2
Sortino Ratio
3.74
3.74
0
1
2
4
4
Jensen's Alpha
22.18
22.18
-2
0
2
23
23
Omega Ratio
2.51
2.51
0
1
1.5
3
3
Treynor Ratio
2.8
2.8
0
0.75
1.25
3
3
Information Ratio
1.27
1.27
0
0.3
0.6
2
2
Calmar Ratio
2.52
2.52
0
0.3
0.6
3
3
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.58
1.58
0
0.5
1
2
2
Sortino Ratio
3.74
3.74
0
1
2
4
4
Jensen's Alpha
22.18
22.18
-2
0
2
23
23
Omega Ratio
2.51
2.51
0
1
1.5
3
3
Treynor Ratio
2.8
2.8
0
0.75
1.25
3
3
Information Ratio
1.27
1.27
0
0.3
0.6
2
2
Calmar Ratio
2.52
2.52
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
19.91
High:
AMZN
29.25AMZNLow:
OCDO.L
3.69OCDO.LDetails
PEG Ratio
28.05
High:AMZN
100.97AMZNLow:OCDO.L
1.29OCDO.LDetails
Price/Book
2.25
High:AMZN
5.48AMZNLow:EZJ.L
0.77EZJ.LDetails
Price/Sales
2.93
High:AMZN
3.18AMZNLow:EZJ.L
0.27EZJ.LDetails
Price/CF
20.19
High:
BRK.B
23.59BRK.BLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
74.22
High:AMZN
325.85AMZNLow:EZJ.L
4.94EZJ.LDetails
P/E Ratio
19.91
High:AMZN
29.25AMZNLow:OCDO.L
3.69OCDO.LDetails
PEG Ratio
28.05
High:AMZN
100.97AMZNLow:OCDO.L
1.29OCDO.LDetails
Price/Book
2.25
High:AMZN
5.48AMZNLow:EZJ.L
0.77EZJ.LDetails
Price/Sales
2.93
High:AMZN
3.18AMZNLow:EZJ.L
0.27EZJ.LDetails
Price/CF
20.19
High:BRK.B
23.59BRK.BLow:EZJ.L
2.05EZJ.LDetails
Price/FCF
74.22
High:AMZN
325.85AMZNLow:EZJ.L
4.94EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.31% | Aug 2022 | Jan 2023 | 5 |
-8.99% | Feb 2026 | - | 3 |
-7.17% | Apr 2024 | Jul 2024 | 3 |
-5.39% | Nov 2025 | Jan 2026 | 2 |
-3.43% | May 2023 | Jun 2023 | 1 |
-2.02% | Sep 2023 | Nov 2023 | 2 |
-1.82% | Dec 2024 | Jan 2025 | 1 |
-1% | Oct 2024 | Nov 2024 | 1 |
-0.72% | Jan 2024 | Feb 2024 | 1 |