Loading...
0%
This Month
+9.62%
Year To Date
+34.63%
2 Years
+66.74%
5 Years
+212.57%
10 Years
+22.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.62%
- 👥 Copy Trading30.06%
- 🧩 Miscellaneous22.71%
- 🛍️ Retail Trade9.37%
- 💰 Finance5.2%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.43%
- 🇺🇸 NYSE30.79%
- 🇬🇧 LSE30.54%
- 🇺🇸 Chicago Board Options Exchange5.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.27%
- 🇬🇧 United Kingdom14.56%
- 🇹🇼 Taiwan0.93%
- 🇨🇳 China0.85%
Dividends
Dividend Yield
0.6%
5 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $LLOY.L (3.55%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSCO.L | Ex-Dividend | May 14, 2026 | $0.13 |
 LLOY.L | Pay Day | May 19, 2026 | $0.03 |
 MSFT (BigTech) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSCO.L | Pay Day | Jun 26, 2026 | $0.13 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 6.4/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
2.35
2.35
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
2.35
2.35
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
16.07
High:TSCO.L
17.93TSCO.LLow:LLOY.L
14.64LLOY.LDetails
PEG Ratio
117.12
High:LLOY.L
126.14LLOY.LLow:TSCO.L
112.11TSCO.LDetails
Price/Book
1.88
High:TSCO.L
2.74TSCO.LLow:LLOY.L
1.45LLOY.LDetails
Price/Sales
0.77
High:LLOY.L
3.13LLOY.LLow:TSCO.L
0.43TSCO.LDetails
Price/CF
7.18
High:TSCO.L
7.36TSCO.LLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
32.58
High:LLOY.L
43.81LLOY.LLow:TSCO.L
25.61TSCO.LDetails
P/E Ratio
16.07
High:TSCO.L
17.93TSCO.LLow:LLOY.L
14.64LLOY.LDetails
PEG Ratio
117.12
High:LLOY.L
126.14LLOY.LLow:TSCO.L
112.11TSCO.LDetails
Price/Book
1.88
High:TSCO.L
2.74TSCO.LLow:LLOY.L
1.45LLOY.LDetails
Price/Sales
0.77
High:LLOY.L
3.13LLOY.LLow:TSCO.L
0.43TSCO.LDetails
Price/CF
7.18
High:TSCO.L
7.36TSCO.LLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
32.58
High:LLOY.L
43.81LLOY.LLow:TSCO.L
25.61TSCO.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.05% | Jan 2022 | Feb 2024 | 25 |
-14.67% | Feb 2025 | Sep 2025 | 7 |
-9.33% | Sep 2021 | Nov 2021 | 2 |
-8.39% | Feb 2026 | Apr 2026 | 2 |
-6.8% | Sep 2020 | Nov 2020 | 2 |
-5.41% | Apr 2024 | Jun 2024 | 2 |
-3.98% | Nov 2025 | Jan 2026 | 2 |
-2.27% | Oct 2024 | Nov 2024 | 1 |
-1.36% | Jul 2024 | Aug 2024 | 1 |
-0.15% | Mar 2021 | Apr 2021 | 1 |