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-1.35%
This Month
+11.84%
Year To Date
+25.66%
2 Years
+53.31%
5 Years
+53.34%
10 Years
+8.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs70.38%
- 💰 Finance14.93%
- ⛏️ Energy Minerals9.37%
- 💵 Cash6.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.69%
- 🇺🇸 Nasdaq24.62%
- 🇬🇧 LSE9.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.93%
- 🇬🇧 United Kingdom9.37%
Dividends
Dividend Yield
0.52%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BP.L (5.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.52% | 5.59% | $0.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-1.97
-1.97
-2
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-1.97
-1.97
-2
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.58
High:
BP.L
61.18BP.LLow:
BRK.B
15.97BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.54
High:BP.L
1.57BP.LLow:BRK.B
1.54BRK.BDetails
Price/Sales
2.32
High:BRK.B
2.9BRK.BLow:BP.L
0.48BP.LDetails
Price/CF
20.67
High:BRK.B
27.53BRK.BLow:BP.L
3.59BP.LDetails
Price/FCF
49.67
High:BRK.B
56.12BRK.BLow:BP.L
15.56BP.LDetails
P/E Ratio
16.58
High:BP.L
61.18BP.LLow:BRK.B
15.97BRK.BDetails
PEG Ratio
N/A
Details
Price/Book
1.54
High:BP.L
1.57BP.LLow:BRK.B
1.54BRK.BDetails
Price/Sales
2.32
High:BRK.B
2.9BRK.BLow:BP.L
0.48BP.LDetails
Price/CF
20.67
High:BRK.B
27.53BRK.BLow:BP.L
3.59BP.LDetails
Price/FCF
49.67
High:BRK.B
56.12BRK.BLow:BP.L
15.56BP.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.11% | Jan 2022 | Jan 2024 | 24 |
-4.73% | Mar 2025 | Jul 2025 | 4 |
-3.73% | Apr 2024 | Jun 2024 | 2 |
-3.18% | Dec 2024 | Jan 2025 | 1 |
-2.84% | Sep 2021 | Oct 2021 | 1 |
-2.16% | Nov 2021 | Dec 2021 | 1 |
-1.65% | Oct 2024 | Nov 2024 | 1 |
-1.35% | Dec 2025 | - | 1 |
-0.52% | Jan 2021 | Feb 2021 | 1 |