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+2.64%
This Month
+21.49%
Year To Date
+35.19%
2 Years
+40.18%
5 Years
+75.11%
10 Years
+7.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⛏️ Energy Minerals24.96%
- 📊 ETFs21.26%
- 🖥️ Technology Services16.44%
- 💇♀️ Consumer Services9.67%
- 💻 Electronic Technology8.44%
- 💵 Cash7.58%
- 🍞 Consumer Non Durables7.34%
- 🛍️ Retail Trade4.09%
- 🪨 Non Energy Minerals0.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.07%
- 🇺🇸 Nasdaq28.26%
- 🇬🇧 LSE6.61%
- 🇺🇸 Chicago Board Options Exchange1.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.25%
- 🇬🇧 United Kingdom6.61%
- 🇮🇱 Israel3.49%
Dividends
Dividend Yield
1.12%
13 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-3.39
-3.39
-4
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-3.39
-3.39
-4
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.72
High:
BP.L
4,375BP.LLow:
UA
-5.49UADetails
PEG Ratio
87.81
High:
NOW
313.94NOWLow:
EVR.L
0.26EVR.LDetails
Price/Book
6.27
High:
BA
32.74BALow:
SBUX
-13.19SBUXDetails
Price/Sales
4.48
High:
AVGO
24.3AVGOLow:BP.L
0.52BP.LDetails
Price/CF
18.3
High:BA
163.87BALow:
APA
1.91APADetails
Price/FCF
67.43
High:SBUX
1,256.06SBUXLow:APA
6.12APADetails
P/E Ratio
29.72
High:BP.L
4,375BP.LLow:UA
-5.49UADetails
PEG Ratio
87.81
High:NOW
313.94NOWLow:EVR.L
0.26EVR.LDetails
Price/Book
6.27
High:BA
32.74BALow:SBUX
-13.19SBUXDetails
Price/Sales
4.48
High:AVGO
24.3AVGOLow:BP.L
0.52BP.LDetails
Price/CF
18.3
High:BA
163.87BALow:APA
1.91APADetails
Price/FCF
67.43
High:SBUX
1,256.06SBUXLow:APA
6.12APADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.62% | Mar 2018 | Nov 2020 | 32 |
-24.54% | Apr 2022 | Dec 2023 | 20 |
-17.99% | Jan 2024 | Jul 2025 | 18 |
-5.61% | Jun 2021 | Mar 2022 | 9 |
-5.06% | Sep 2025 | Dec 2025 | 3 |