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+0.04%
This Month
+1.21%
Year To Date
+39.28%
2 Years
+346.68%
5 Years
+946.33%
10 Years
+45.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.52%
- 📊 ETFs32.23%
- 💵 Cash21.16%
- 🍞 Consumer Non Durables11.81%
- 💰 Finance3.19%
- 💇♀️ Consumer Services1.01%
- 🧬 Health Technology0.92%
- 🪨 Non Energy Minerals0.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.43%
- 🌍 Digital Currency35.52%
- 🇬🇧 LSE12.44%
- 🇩🇪 FRA0.92%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom12.44%
- 🇺🇸 United States4.19%
- 🇩🇪 Germany0.92%
Dividends
Dividend Yield
0.63%
5 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (5.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ULVR.L | 0.43% | 3.61% | $1.47 |
 O | 0.18% | 5.58% | $3.09 |
 SHL.DE | 0.02% | 2.15% | $0.95 |
 DIS | 0.01% | 0.9% | $0.75 |
 Dormant11249 | 0% | -0.02% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.57
2.57
0
1
2
3
3
Jensen's Alpha
36.16
36.16
-2
0
2
37
37
Omega Ratio
2.08
2.08
0
1
1.5
3
3
Treynor Ratio
3.12
3.12
0
0.75
1.25
4
4
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
2.57
2.57
0
1
2
3
3
Jensen's Alpha
36.16
36.16
-2
0
2
37
37
Omega Ratio
2.08
2.08
0
1
1.5
3
3
Treynor Ratio
3.12
3.12
0
0.75
1.25
4
4
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.9
High:
O
53.95OLow:
Dormant11249
14.19Dormant11249Details
PEG Ratio
1,679.02
High:O
2,957.46OLow:Dormant11249
6.5Dormant11249Details
Price/Book
4.4
High:
ULVR.L
6.91ULVR.LLow:Dormant11249
1.2Dormant11249Details
Price/Sales
2.24
High:O
9.41OLow:Dormant11249
1.25Dormant11249Details
Price/CF
15.64
High:
SHL.DE
16.68SHL.DELow:Dormant11249
4.28Dormant11249Details
Price/FCF
61.83
High:ULVR.L
73.32ULVR.LLow:
DIS
24.77DISDetails
P/E Ratio
22.9
High:O
53.95OLow:Dormant11249
14.19Dormant11249Details
PEG Ratio
1,679.02
High:O
2,957.46OLow:Dormant11249
6.5Dormant11249Details
Price/Book
4.4
High:ULVR.L
6.91ULVR.LLow:Dormant11249
1.2Dormant11249Details
Price/Sales
2.24
High:O
9.41OLow:Dormant11249
1.25Dormant11249Details
Price/CF
15.64
High:SHL.DE
16.68SHL.DELow:Dormant11249
4.28Dormant11249Details
Price/FCF
61.83
High:ULVR.L
73.32ULVR.LLow:DIS
24.77DISDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.9% | Sep 2021 | Jul 2025 | 46 |
-16.25% | Oct 2019 | Mar 2020 | 5 |
-13.51% | Sep 2025 | - | 4 |
-10.68% | Sep 2020 | Nov 2020 | 2 |
-4.46% | Jun 2021 | Aug 2021 | 2 |
-0.36% | Jul 2020 | Aug 2020 | 1 |