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+5.27%
This Month
+6.03%
Year To Date
+46.7%
2 Years
+49.04%
5 Years
+51.07%
10 Years
+9.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash46.04%
- 💰 Finance37.49%
- 🪨 Non Energy Minerals23.45%
- 🛍️ Retail Trade3.25%
- 🚚 Transportation2.64%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE37.49%
- 🇺🇸 NYSE29.33%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada23.45%
- 🇮🇱 Israel20.75%
- 🇬🇧 United Kingdom16.74%
- 🇨🇳 China5.88%
Dividends
Dividend Yield
1.86%
4 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PLUS.L (3.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PLUS.L | Pay Day | Jul 9, 2026 | $0.43 |
Performance Metrics
Score 6.1/10
Beta
0.07
0.07
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
3.8
3.8
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
5.13
5.13
0
0.75
1.25
6
6
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.07
0.07
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
3.8
3.8
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
5.13
5.13
0
0.75
1.25
6
6
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.61
High:
DIDIY
136.04DIDIYLow:
B
14.69BDetails
PEG Ratio
112.37
High:PLUS.L
237.23PLUS.LLow:B
10.44BDetails
Price/Book
2.49
High:PLUS.L
7.71PLUS.LLow:DIDIY
1.25DIDIYDetails
Price/Sales
3.13
High:PLUS.L
5.63PLUS.LLow:DIDIY
0.58DIDIYDetails
Price/CF
12.16
High:
BABA
27.25BABALow:
CMCX
4.91CMCXDetails
Price/FCF
34.37
High:BABA
1,196.17BABALow:CMCX
6.65CMCXDetails
P/E Ratio
17.61
High:DIDIY
136.04DIDIYLow:B
14.69BDetails
PEG Ratio
112.37
High:PLUS.L
237.23PLUS.LLow:B
10.44BDetails
Price/Book
2.49
High:PLUS.L
7.71PLUS.LLow:DIDIY
1.25DIDIYDetails
Price/Sales
3.13
High:PLUS.L
5.63PLUS.LLow:DIDIY
0.58DIDIYDetails
Price/CF
12.16
High:BABA
27.25BABALow:CMCX
4.91CMCXDetails
Price/FCF
34.37
High:BABA
1,196.17BABALow:CMCX
6.65CMCXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.28% | May 2022 | Jul 2024 | 26 |
-10.74% | Sep 2021 | Feb 2022 | 5 |
-5.3% | Mar 2026 | - | 2 |
-4.84% | Oct 2024 | Apr 2025 | 6 |
-2.24% | Mar 2022 | Apr 2022 | 1 |
-1.29% | Oct 2025 | Nov 2025 | 1 |
-0.77% | Jun 2021 | Aug 2021 | 2 |
-0.54% | Jul 2025 | Aug 2025 | 1 |