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+0%
Today
+0.56%
This Month
+9.95%
Year To Date
+43.65%
2 Years
+128.63%
5 Years
+27.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs40.46%
- 💰 Finance30.22%
- 💵 Cash15.35%
- 🍞 Consumer Non Durables11.22%
- ⛏️ Energy Minerals4.66%
- 🧬 Health Technology0.79%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.16%
- 🇬🇧 LSE19.4%
- 🇺🇸 Nasdaq12.79%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.98%
- 🇬🇧 United Kingdom3.91%
Dividends
Dividend Yield
1.45%
9 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BP.US (5.94%)
Performance Metrics
Score 8.5/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.48
2.48
0
1
2
3
3
Jensen's Alpha
12.96
12.96
-2
0
2
13
13
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.22
1.22
0
0.3
0.6
2
2
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.48
2.48
0
1
2
3
3
Jensen's Alpha
12.96
12.96
-2
0
2
13
13
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.22
1.22
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13.72
High:
ABBV
80.7ABBVLow:
BP.US
-72.24BP.USDetails
PEG Ratio
2,357.68
High:
KO
9,978.59KOLow:
BRK.B
117.32BRK.BDetails
Price/Book
1.68
High:ABBV
235.41ABBVLow:
KHC
0.67KHCDetails
Price/Sales
2.7
High:
O
9.3OLow:BP.US
0.46BP.USDetails
Price/CF
32.89
High:KO
282.33KOLow:BP.US
3.61BP.USDetails
Price/FCF
92.25
High:KO
272.99KOLow:BP.US
17.6BP.USDetails
P/E Ratio
13.72
High:ABBV
80.7ABBVLow:BP.US
-72.24BP.USDetails
PEG Ratio
2,357.68
High:KO
9,978.59KOLow:BRK.B
117.32BRK.BDetails
Price/Book
1.68
High:ABBV
235.41ABBVLow:KHC
0.67KHCDetails
Price/Sales
2.7
High:O
9.3OLow:BP.US
0.46BP.USDetails
Price/CF
32.89
High:KO
282.33KOLow:BP.US
3.61BP.USDetails
Price/FCF
92.25
High:KO
272.99KOLow:BP.US
17.6BP.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.21% | Apr 2022 | Jul 2023 | 15 |
-6.16% | Aug 2023 | Nov 2023 | 3 |
-5.78% | Oct 2020 | Nov 2020 | 1 |
-5.17% | Sep 2021 | Oct 2021 | 1 |
-4.4% | Jun 2021 | Aug 2021 | 2 |
-3.09% | Apr 2024 | May 2024 | 1 |
-2.8% | Dec 2024 | Jan 2025 | 1 |
-2.57% | Nov 2021 | Dec 2021 | 1 |
-1.89% | Jan 2021 | Feb 2021 | 1 |
-1.88% | Oct 2024 | Nov 2024 | 1 |
-1.09% | Mar 2025 | May 2025 | 2 |