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-1.04%
This Month
+8.2%
Year To Date
+41.14%
2 Years
+62.26%
5 Years
+83.36%
10 Years
+11.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🌾 Commodities57.81%
- 🪙 Cryptocurrencies24.61%
- 💻 Electronic Technology16.39%
- 💵 Cash1.99%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Commodity57.81%
- 🌍 Digital Currency24.61%
- 🇬🇧 LSE16.39%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom16.39%
Dividends
Dividend Yield
0.27%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BA.L (1.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BA.L | 0.27% | 1.63% | $0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-1.3
-1.3
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-1.3
-1.3
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.3
High:BA.L
32.3BA.LLow:BA.L
32.3BA.LDetails
PEG Ratio
550.37
High:BA.L
550.37BA.LLow:BA.L
550.37BA.LDetails
Price/Book
6
High:BA.L
6BA.LLow:BA.L
6BA.LDetails
Price/Sales
2.45
High:BA.L
2.45BA.LLow:BA.L
2.45BA.LDetails
Price/CF
18.56
High:BA.L
18.56BA.LLow:BA.L
18.56BA.LDetails
Price/FCF
51.93
High:BA.L
51.93BA.LLow:BA.L
51.93BA.LDetails
P/E Ratio
32.3
High:BA.L
32.3BA.LLow:BA.L
32.3BA.LDetails
PEG Ratio
550.37
High:BA.L
550.37BA.LLow:BA.L
550.37BA.LDetails
Price/Book
6
High:BA.L
6BA.LLow:BA.L
6BA.LDetails
Price/Sales
2.45
High:BA.L
2.45BA.LLow:BA.L
2.45BA.LDetails
Price/CF
18.56
High:BA.L
18.56BA.LLow:BA.L
18.56BA.LDetails
Price/FCF
51.93
High:BA.L
51.93BA.LLow:BA.L
51.93BA.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.84% | Nov 2021 | Feb 2024 | 27 |
-8.74% | Feb 2025 | May 2025 | 3 |
-5.74% | Oct 2025 | Jan 2026 | 3 |
-5.48% | Apr 2024 | May 2024 | 1 |
-3.98% | Sep 2021 | Oct 2021 | 1 |
-2.89% | May 2021 | Jul 2021 | 2 |
-1.04% | Mar 2026 | - | 1 |
-1.03% | Dec 2024 | Jan 2025 | 1 |
-0.26% | Aug 2025 | Sep 2025 | 1 |