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0%
This Month
+2.22%
Year To Date
+35.52%
2 Years
+77.13%
5 Years
+166.87%
10 Years
+22.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.61%
- 👥 Copy Trading27.31%
- 💵 Cash8.1%
- ⚡ Utilities7.26%
- 🛍️ Retail Trade6.94%
- 💰 Finance3.15%
- 💹 Forex2.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.55%
- 🇺🇸 Nasdaq26.79%
- 🇬🇧 LSE24.84%
- 🌍 FX2.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.96%
- 🇬🇧 United Kingdom10.71%
- 🇮🇳 India7.26%
- 🇨🇳 China1.25%
- 🇹🇼 Taiwan0.88%
- 🇮🇪 Ireland0.88%
- 🇳🇱 Netherlands0.64%
Dividends
Dividend Yield
1.12%
11 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $LLOY.L (4.41%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML (BigTech) | Pay Day | Aug 6, 2025 | $1.85 |
 AAPL (BigTech) | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL (BigTech) | Pay Day | Aug 14, 2025 | $0.26 |
 MSFT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.46 |
 QCOM (BigTech) | Ex-Dividend | Sep 4, 2025 | $0.89 |
 GOOGL (BigTech) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
GOOGL (BigTech) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 6.8/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
3.19
3.19
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
3.19
3.19
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.34
High:
TSCO.L
17.85TSCO.LLow:
LLOY.L
11.34LLOY.LDetails
PEG Ratio
12.64
High:TSCO.L
12.64TSCO.LLow:TSCO.L
12.64TSCO.LDetails
Price/Book
1.63
High:TSCO.L
2.44TSCO.LLow:LLOY.L
1.12LLOY.LDetails
Price/Sales
0.62
High:LLOY.L
1.88LLOY.LLow:TSCO.L
0.41TSCO.LDetails
Price/CF
7.55
High:TSCO.L
7.99TSCO.LLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
29.54
High:LLOY.L
43.81LLOY.LLow:TSCO.L
23.77TSCO.LDetails
P/E Ratio
14.34
High:TSCO.L
17.85TSCO.LLow:LLOY.L
11.34LLOY.LDetails
PEG Ratio
12.64
High:TSCO.L
12.64TSCO.LLow:TSCO.L
12.64TSCO.LDetails
Price/Book
1.63
High:TSCO.L
2.44TSCO.LLow:LLOY.L
1.12LLOY.LDetails
Price/Sales
0.62
High:LLOY.L
1.88LLOY.LLow:TSCO.L
0.41TSCO.LDetails
Price/CF
7.55
High:TSCO.L
7.99TSCO.LLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
29.54
High:LLOY.L
43.81LLOY.LLow:TSCO.L
23.77TSCO.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.05% | Jan 2022 | Feb 2024 | 25 |
-14.67% | Feb 2025 | - | 6 |
-9.33% | Sep 2021 | Nov 2021 | 2 |
-6.8% | Sep 2020 | Nov 2020 | 2 |
-5.41% | Apr 2024 | Jun 2024 | 2 |
-2.27% | Oct 2024 | Nov 2024 | 1 |
-1.36% | Jul 2024 | Aug 2024 | 1 |
-0.15% | Mar 2021 | Apr 2021 | 1 |