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+4.42%
This Month
+4.42%
Year To Date
+91.53%
2 Years
+31.33%
5 Years
+42.36%
10 Years
+6.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash41.86%
- 📊 ETFs20.97%
- 🪨 Non Energy Minerals19.37%
- 🖥️ Technology Services19.24%
- 🚗 Consumer Durables7.19%
- ⛏️ Energy Minerals4.96%
- 💻 Electronic Technology3.09%
- 🍞 Consumer Non Durables2.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.97%
- 🇺🇸 Nasdaq26.43%
- 🇬🇧 LSE4.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.44%
- 🇬🇧 United Kingdom4.96%
Dividends
Dividend Yield
0.54%
5 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BP.L (5.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-3.87
-3.87
-4
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-3.87
-3.87
-4
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.78
High:
TSLA
280.13TSLALow:
BA
-18.19BADetails
PEG Ratio
275.99
High:
ATI
581.47ATILow:
GOOG
92.76GOOGDetails
Price/Book
10.2
High:TSLA
17.43TSLALow:BA
-22.91BADetails
Price/Sales
9.5
High:TSLA
15.46TSLALow:
BP.L
0.48BP.LDetails
Price/CF
22.93
High:TSLA
99.57TSLALow:BP.L
3.59BP.LDetails
Price/FCF
57.5
High:
NKE
947.69NKELow:BP.L
15.56BP.LDetails
P/E Ratio
36.78
High:TSLA
280.13TSLALow:BA
-18.19BADetails
PEG Ratio
275.99
High:ATI
581.47ATILow:GOOG
92.76GOOGDetails
Price/Book
10.2
High:TSLA
17.43TSLALow:BA
-22.91BADetails
Price/Sales
9.5
High:TSLA
15.46TSLALow:BP.L
0.48BP.LDetails
Price/CF
22.93
High:TSLA
99.57TSLALow:BP.L
3.59BP.LDetails
Price/FCF
57.5
High:NKE
947.69NKELow:BP.L
15.56BP.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.24% | Sep 2021 | Sep 2025 | 48 |
-2.24% | Dec 2020 | Feb 2021 | 2 |
-1.23% | Jul 2021 | Aug 2021 | 1 |
-0.75% | Apr 2021 | Jun 2021 | 2 |
-0.08% | Oct 2020 | Nov 2020 | 1 |