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+4.38%
This Month
+33.1%
Year To Date
+702.5%
2 Years
+8170.99%
5 Years
+8170.99%
10 Years
+162.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading6.34%
- 📈 Indexes5.43%
- 💵 Cash0.48%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE6.24%
- 🌍 CFD5.43%
- 🇩🇪 Xetra ETFs0.05%
- 🇦🇺 Sydney0.03%
- 🇺🇸 NYSE0.02%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom5.32%
- 🇱🇺 Luxembourg0.26%
- 🇦🇺 Australia0.14%
- 🇺🇸 United States0.02%
Dividends
Dividend Yield
0.37%
1 out of 5 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: MCGINTYE (5.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCGINTYE | 0.37% | 5.77% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LLOY.L (MCGINTYE) | Ex-Dividend | Apr 9, 2026 | $0.03 |
 HBR.L (MCGINTYE) | Ex-Dividend | Apr 9, 2026 | $0.11 |
 PHNX.L (MCGINTYE) | Ex-Dividend | Apr 9, 2026 | $0.37 |
 EMG.L (MCGINTYE) | Ex-Dividend | Apr 9, 2026 | $0.12 |
 PZC.L (MCGINTYE) | Pay Day | Apr 9, 2026 | $0.02 |
 ULVR.L (MCGINTYE) | Pay Day | Apr 10, 2026 | $0.64 |
 O (MCGINTYE) | Pay Day | Apr 15, 2026 | $0.27 |
 RIO.L (MCGINTYE) | Pay Day | Apr 16, 2026 | $2.54 |
 LMP.L (MCGINTYE) | Pay Day | Apr 17, 2026 | $0.04 |
 HSBA.L (MCGINTYE) | Pay Day | Apr 30, 2026 | $0.45 |
 NWG.L (MCGINTYE) | Pay Day | May 5, 2026 | $0.31 |
 ABDN.L (MCGINTYE) | Pay Day | May 6, 2026 | $0.10 |
 ADM.L (MCGINTYE) | Ex-Dividend | May 7, 2026 | $0.23 |
 PHP.L (MCGINTYE) | Pay Day | May 8, 2026 | $0.02 |
 AV.L (MCGINTYE) | Pay Day | May 14, 2026 | $0.35 |
 BTRW.L (MCGINTYE) | Pay Day | May 15, 2026 | $0.07 |
 TW.L (MCGINTYE) | Pay Day | May 15, 2026 | $0.04 |
LLOY.L (MCGINTYE) | Pay Day | May 19, 2026 | $0.03 |
HBR.L (MCGINTYE) | Pay Day | May 20, 2026 | $0.11 |
PHNX.L (MCGINTYE) | Pay Day | May 20, 2026 | $0.37 |
EMG.L (MCGINTYE) | Pay Day | May 20, 2026 | $0.12 |
ADM.L (MCGINTYE) | Pay Day | Jun 5, 2026 | $0.23 |
 PSN.L (MCGINTYE) | Ex-Dividend | Jun 18, 2026 | $0.54 |
 BATS.L (MCGINTYE) | Ex-Dividend | Jul 9, 2026 | $0.83 |
PSN.L (MCGINTYE) | Pay Day | Jul 10, 2026 | $0.54 |
BATS.L (MCGINTYE) | Pay Day | Aug 14, 2026 | $0.83 |
Performance Metrics
Score 8.8/10
Beta
2.28
2.28
0
0.8
1.2
0
3
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
3.53
3.53
0
1
2
4
4
Jensen's Alpha
173.41
173.41
-2
0
2
174
174
Omega Ratio
3.36
3.36
0
1
1.5
4
4
Treynor Ratio
4.52
4.52
0
0.75
1.25
5
5
Information Ratio
1.6
1.6
0
0.3
0.6
2
2
Calmar Ratio
3.37
3.37
0
0.3
0.6
4
4
Beta
2.28
2.28
0
0.8
1.2
0
3
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
3.53
3.53
0
1
2
4
4
Jensen's Alpha
173.41
173.41
-2
0
2
174
174
Omega Ratio
3.36
3.36
0
1
1.5
4
4
Treynor Ratio
4.52
4.52
0
0.75
1.25
5
5
Information Ratio
1.6
1.6
0
0.3
0.6
2
2
Calmar Ratio
3.37
3.37
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.92% | May 2023 | Mar 2024 | 10 |
-33.17% | Feb 2025 | Jul 2025 | 5 |
-27.4% | Apr 2024 | Aug 2024 | 4 |
-27.09% | Apr 2022 | Jul 2022 | 3 |
-23.67% | Nov 2021 | Dec 2021 | 1 |
-18.99% | Dec 2022 | Jan 2023 | 1 |
-10.71% | Mar 2026 | - | 2 |
-5.07% | Sep 2022 | Oct 2022 | 1 |