Loading...
+13.41%
This Month
+78.6%
Year To Date
+159.38%
2 Years
+142.03%
5 Years
+142.03%
10 Years
+52.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💹 Forex37.05%
- 💰 Finance13.4%
- 💵 Cash11.42%
- 🌾 Commodities7.92%
- 💻 Electronic Technology4.32%
- 🍞 Consumer Non Durables2.74%
- ⚡ Utilities2.64%
- 🚗 Consumer Durables2.13%
- 🧬 Health Technology1.78%
- 🛠️ Producer Manufacturing1.65%
- 📦 Distribution Services0.99%
- 🖥️ Technology Services0.86%
- 🧪 Process Industries0.75%
- 🛍️ Retail Trade0.67%
- 💼 Commercial Services0.64%
- 🪨 Non Energy Minerals0.56%
- 📊 ETFs0.51%
- 🧩 Miscellaneous0.45%
- 💇♀️ Consumer Services0.31%
- 📡 Communications0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 FX37.05%
- 🇬🇧 LSE23.1%
- 🌍 Commodity7.92%
- 🇺🇸 NYSE6.27%
- 🇺🇸 Nasdaq5.16%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom23.77%
- 🇺🇸 United States7.04%
- 🇨🇭 Switzerland0.99%
- 🇹🇼 Taiwan0.84%
- 🇨🇦 Canada0.75%
- 🇸🇪 Sweden0.62%
Dividends
Dividend Yield
1.19%
28 out of 48 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (8.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.12% | 6.28% | $0.35 |
 ZIG.L | 0.1% | 7.72% | $0.25 |
 LGEN.L | 0.1% | 8.95% | $0.2 |
 TW.L | 0.09% | 8.45% | $0.1 |
 EMG.L | 0.08% | 6.24% | $0.13 |
 PHP.L | 0.08% | 7.52% | $0.06 |
 BATS.L | 0.07% | 6.17% | $2.36 |
 UU.L | 0.06% | 4.25% | $0.5 |
 GSK | 0.06% | 3.74% | $1.45 |
 ABDN.L | 0.05% | 7.15% | $0.15 |
 LLOY.L | 0.05% | 3.89% | $0.03 |
 NG.L | 0.05% | 4.06% | $0.57 |
 CTY.L | 0.04% | 4.18% | $0.19 |
 GRI.L | 0.04% | 4.04% | $0.07 |
 AV.L | 0.03% | 5.53% | $0.33 |
 BA.L | 0.03% | 1.84% | $0.3 |
 AHT.L | 0.03% | 1.55% | $0.8 |
 BAG.L | 0.03% | 2.52% | $0.15 |
 GLEN.L | 0.02% | 2.16% | $0.1 |
 RIO | 0.02% | 5.25% | $4.34 |
 WY | 0.01% | 3.47% | $0.78 |
 LMT | 0.01% | 2.75% | $12.45 |
 TSM | 0.01% | 0.83% | $1.74 |
 VOD | 0% | 4.02% | $0.94 |
 BARC.L | 0% | 2.2% | $0.08 |
 UFPI | 0% | 1.5% | $1.26 |
 ABT | 0% | 1.86% | $2.16 |
 SMT.L | 0% | 0.39% | $0.03 |
Next Dividends
Performance Metrics
Score 7.9/10
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.75
2.75
0
1
2
3
3
Jensen's Alpha
28.53
28.53
-2
0
2
29
29
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
9.96
9.96
0
0.75
1.25
10
10
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
2.96
2.96
0
0.3
0.6
3
3
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.75
2.75
0
1
2
3
3
Jensen's Alpha
28.53
28.53
-2
0
2
29
29
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
9.96
9.96
0
0.75
1.25
10
10
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
2.96
2.96
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.07
High:
TSLA
289.8TSLALow:
VTY.L
-229.61VTY.LDetails
PEG Ratio
179.67
High:
ABDN.L
2,542.64ABDN.LLow:
RBLX
-539.68RBLXDetails
Price/Book
5.54
High:RBLX
250.62RBLXLow:
IRBT
-22.71IRBTDetails
Price/Sales
3.89
High:
SMR
89.69SMRLow:
GLEN.L
0.23GLEN.LDetails
Price/CF
18.49
High:IRBT
117.63IRBTLow:
ZIG.L
1.55ZIG.LDetails
Price/FCF
69.06
High:IRBT
442.64IRBTLow:
VOD
2.89VODDetails
P/E Ratio
38.07
High:TSLA
289.8TSLALow:VTY.L
-229.61VTY.LDetails
PEG Ratio
179.67
High:ABDN.L
2,542.64ABDN.LLow:RBLX
-539.68RBLXDetails
Price/Book
5.54
High:RBLX
250.62RBLXLow:IRBT
-22.71IRBTDetails
Price/Sales
3.89
High:SMR
89.69SMRLow:GLEN.L
0.23GLEN.LDetails
Price/CF
18.49
High:IRBT
117.63IRBTLow:ZIG.L
1.55ZIG.LDetails
Price/FCF
69.06
High:IRBT
442.64IRBTLow:VOD
2.89VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.98% | Aug 2025 | Oct 2025 | 2 |
-11.57% | Aug 2023 | Mar 2024 | 7 |
-4.95% | May 2023 | Jul 2023 | 2 |
-3.5% | Apr 2024 | May 2024 | 1 |
-2.91% | Mar 2025 | Apr 2025 | 1 |
-2.58% | Jun 2024 | Jul 2024 | 1 |
-1.18% | Nov 2024 | Dec 2024 | 1 |