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+4.38%
This Month
+28.39%
Year To Date
+43.18%
2 Years
+86.87%
5 Years
+266.09%
10 Years
+24.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading34.89%
- 📊 ETFs30.37%
- 🧩 Miscellaneous21.37%
- 🛍️ Retail Trade7.9%
- 💰 Finance5%
- 💵 Cash0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.25%
- 🇺🇸 NYSE28.93%
- 🇬🇧 LSE27.96%
- 🇺🇸 Chicago Board Options Exchange4.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.26%
- 🇬🇧 United Kingdom12.9%
- 🇹🇼 Taiwan0.91%
- 🇨🇳 China0.68%
Dividends
Dividend Yield
0.53%
5 out of 12 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $LLOY.L (3.32%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DFEN | Ex-Dividend | Sep 23, 2026 | $0.00 |
 META (BigTech) | Pay Day | Sep 28, 2026 | $0.53 |
 AVGO (BigTech) | Pay Day | Sep 30, 2026 | $0.65 |
 MU (BigTech) | Ex-Dividend | Oct 6, 2026 | $0.15 |
 ORCL (BigTech) | Ex-Dividend | Oct 10, 2026 | $0.50 |
 MRVL (BigTech) | Ex-Dividend | Oct 10, 2026 | $0.06 |
 TSCO.L | Ex-Dividend | Oct 13, 2026 | $0.13 |
 INTC (BigTech) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 AAPL (BigTech) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 MSFT (BigTech) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 GOOGL (BigTech) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 NVDA (BigTech) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 TSM (BigTech) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 CRM (BigTech) | Ex-Dividend | Dec 17, 2026 | $0.44 |
 LRCX (BigTech) | Ex-Dividend | Dec 17, 2026 | $0.26 |
META (BigTech) | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO (BigTech) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 LLOY.L | Ex-Dividend | Feb 4, 2027 | $0.03 |
 BABA (BigTech) | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 6.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
3.51
3.51
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
3.51
3.51
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.47
High:TSCO.L
17.18TSCO.LLow:LLOY.L
14.45LLOY.LDetails
PEG Ratio
91.32
High:TSCO.L
110.32TSCO.LLow:LLOY.L
61.31LLOY.LDetails
Price/Book
1.7
High:TSCO.L
2.61TSCO.LLow:LLOY.L
1.37LLOY.LDetails
Price/Sales
0.85
High:LLOY.L
3.31LLOY.LLow:TSCO.L
0.42TSCO.LDetails
Price/CF
7.24
High:TSCO.L
7.57TSCO.LLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
26.3
High:LLOY.L
43.81LLOY.LLow:TSCO.L
16.84TSCO.LDetails
P/E Ratio
15.47
High:TSCO.L
17.18TSCO.LLow:LLOY.L
14.45LLOY.LDetails
PEG Ratio
91.32
High:TSCO.L
110.32TSCO.LLow:LLOY.L
61.31LLOY.LDetails
Price/Book
1.7
High:TSCO.L
2.61TSCO.LLow:LLOY.L
1.37LLOY.LDetails
Price/Sales
0.85
High:LLOY.L
3.31LLOY.LLow:TSCO.L
0.42TSCO.LDetails
Price/CF
7.24
High:TSCO.L
7.57TSCO.LLow:LLOY.L
7.03LLOY.LDetails
Price/FCF
26.3
High:LLOY.L
43.81LLOY.LLow:TSCO.L
16.84TSCO.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 |
-7.84% | Jul 2026 | - | 3 |
-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 |