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-7.14%
This Month
+69.49%
Year To Date
+124.78%
2 Years
+129.68%
5 Years
+129.68%
10 Years
+44.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💹 Forex32.11%
- 💰 Finance14.72%
- 💵 Cash9.61%
- 🌾 Commodities5.95%
- 💻 Electronic Technology4.51%
- 📈 Indexes3.05%
- 🍞 Consumer Non Durables2.77%
- ⚡ Utilities2.77%
- 🧬 Health Technology2.17%
- 🚗 Consumer Durables2.07%
- 🛠️ Producer Manufacturing1.28%
- 📦 Distribution Services1.18%
- 🖥️ Technology Services0.93%
- 🧪 Process Industries0.82%
- 🛍️ Retail Trade0.72%
- 🪨 Non Energy Minerals0.63%
- 💼 Commercial Services0.61%
- 📊 ETFs0.55%
- 🧩 Miscellaneous0.49%
- 💇♀️ Consumer Services0.16%
- 📡 Communications0.14%
Exchanges Breakdown
- Exchange
- Total
- 🌍 FX32.11%
- 🇬🇧 LSE25.17%
- 🇺🇸 NYSE6.19%
- 🌍 Commodity5.95%
- 🇺🇸 Nasdaq5.17%
- 🌍 CFD3.05%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom26.08%
- 🇺🇸 United States6.53%
- 🇨🇭 Switzerland1.18%
- 🇹🇼 Taiwan0.89%
- 🇨🇦 Canada0.82%
- 🇸🇪 Sweden0.49%
Dividends
Dividend Yield
1.3%
29 out of 50 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $TW.L (9.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.14% | 7.04% | $0.35 |
 ZIG.L | 0.11% | 6.96% | $0.25 |
 LGEN.L | 0.11% | 8.62% | $0.2 |
 TW.L | 0.1% | 9.2% | $0.1 |
 PHP.L | 0.08% | 7.42% | $0.06 |
 EMG.L | 0.08% | 6.01% | $0.13 |
 BATS.L | 0.07% | 5.6% | $2.36 |
 GSK | 0.07% | 3.38% | $1.45 |
 UU.L | 0.07% | 4.46% | $0.5 |
 ABDN.L | 0.06% | 7.48% | $0.15 |
 LLOY.L | 0.05% | 3.49% | $0.03 |
 NG.L | 0.05% | 4.2% | $0.57 |
 CTY.L | 0.05% | 4.14% | $0.19 |
 GRI.L | 0.04% | 4.62% | $0.07 |
 BA.L | 0.04% | 2.01% | $0.3 |
 AV.L | 0.03% | 5.55% | $0.33 |
 AHT.L | 0.03% | 1.57% | $0.8 |
 BAG.L | 0.03% | 2.71% | $0.15 |
 GLEN.L | 0.02% | 1.96% | $0.1 |
 RIO | 0.02% | 4.91% | $4.34 |
 WY | 0.01% | 3.61% | $0.78 |
 LMT | 0.01% | 2.77% | $12.45 |
 TSM | 0.01% | 0.92% | $1.74 |
 VOD | 0.01% | 3.83% | $0.94 |
 BARC.L | 0% | 1.87% | $0.08 |
 UFPI | 0% | 1.53% | $1.26 |
 ABT | 0% | 1.88% | $2.16 |
 SMT.L | 0% | 0.38% | $0.03 |
 PYPL | 0% | 0.23% | - |
Performance Metrics
Score 8.2/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
1.14
1.14
0
0.5
1
2
2
Sortino Ratio
3.11
3.11
0
1
2
4
4
Jensen's Alpha
32.07
32.07
-2
0
2
33
33
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
8.2
8.2
0
0.75
1.25
9
9
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
3.38
3.38
0
0.3
0.6
4
4
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
1.14
1.14
0
0.5
1
2
2
Sortino Ratio
3.11
3.11
0
1
2
4
4
Jensen's Alpha
32.07
32.07
-2
0
2
33
33
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
8.2
8.2
0
0.75
1.25
9
9
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
3.38
3.38
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.34
High:
TSLA
306.67TSLALow:
VTY.L
-202.76VTY.LDetails
PEG Ratio
154.77
High:
ABDN.L
2,423.03ABDN.LLow:
RBLX
-493.84RBLXDetails
Price/Book
5.19
High:RBLX
152.42RBLXLow:
IRBT
-5.11IRBTDetails
Price/Sales
3.67
High:
SMR
42.39SMRLow:
AMC
0.22AMCDetails
Price/CF
17.18
High:IRBT
117.63IRBTLow:
ZIG.L
1.79ZIG.LDetails
Price/FCF
68.46
High:IRBT
442.64IRBTLow:
VOD
3.35VODDetails
P/E Ratio
33.34
High:TSLA
306.67TSLALow:VTY.L
-202.76VTY.LDetails
PEG Ratio
154.77
High:ABDN.L
2,423.03ABDN.LLow:RBLX
-493.84RBLXDetails
Price/Book
5.19
High:RBLX
152.42RBLXLow:IRBT
-5.11IRBTDetails
Price/Sales
3.67
High:SMR
42.39SMRLow:AMC
0.22AMCDetails
Price/CF
17.18
High:IRBT
117.63IRBTLow:ZIG.L
1.79ZIG.LDetails
Price/FCF
68.46
High:IRBT
442.64IRBTLow:VOD
3.35VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.98% | Aug 2025 | Oct 2025 | 2 |
-11.63% | Nov 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 |