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-6.1%
This Month
+1.27%
Year To Date
+81.79%
2 Years
+130.08%
5 Years
+113.49%
10 Years
+15.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology68.13%
- 💵 Cash32.17%
- 👥 Copy Trading14.06%
- 🖥️ Technology Services0.83%
- 🪨 Non Energy Minerals0.59%
- 🍞 Consumer Non Durables0.14%
- 🪙 Cryptocurrencies0.13%
- 📡 Communications0.07%
- 💼 Commercial Services0.05%
- 💇♀️ Consumer Services0.04%
- 🛍️ Retail Trade0.03%
- 💰 Finance0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE65.66%
- 🇺🇸 Nasdaq6.75%
- 🇺🇸 NYSE4.68%
- 🇭🇰 Hong Kong Exchanges3.35%
- 🌍 Digital Currency1.4%
- 🇫🇷 Euronext Paris0.63%
- 🇦🇺 Sydney0.59%
- 🇩🇪 FRA0.53%
- 🇳🇴 Oslo Stock Exchange0.35%
- 🇨🇭 SIX0.13%
- 🇪🇸 Bolsa De Madrid0%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom65.73%
- 🇺🇸 United States8.55%
- 🇨🇳 China3.38%
- 🇩🇪 Germany0.88%
- 🇫🇷 France0.63%
- 🇦🇺 Australia0.59%
- 🇳🇴 Norway0.35%
- 🇰🇷 South Korea0.19%
- 🇯🇵 Japan0.15%
- 🇨🇭 Switzerland0.13%
- 🇮🇱 Israel0.11%
- 🇨🇦 Canada0.09%
- 🇧🇷 Brazil0.07%
- 🇺🇾 Uruguay0.06%
- 🇧🇪 Belgium0.06%
- 🇱🇺 Luxembourg0.02%
- 🇪🇸 Spain0%
- 🇳🇱 Netherlands0%
Dividends
Dividend Yield
0.65%
17 out of 43 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TPG (4.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.45% | 0.7% | - |
 thomaspj | 0.1% | 1.73% | - |
 orbitalnewt | 0.06% | 2.46% | - |
 steveli1029 | 0.01% | 0.24% | - |
 GFT.DE | 0.01% | 2.81% | $0.5 |
 VOD | 0% | 3.3% | $0.94 |
 TPG | 0% | 4.52% | $1.55 |
 LMT | 0% | 2.03% | $12.45 |
 NKE | 0% | 2.75% | $1.45 |
 SMSN.L | 0% | 0.66% | $23.68 |
 DELL | 0% | 1.5% | $1.63 |
 PUM.DE | 0% | 2.65% | $0.82 |
 DIS | 0% | 1.46% | $0.75 |
 ORCL | 0% | 1.31% | $1.6 |
 BUD | 0% | 0.72% | $0.65 |
 ADS.DE | 0% | 1.36% | $0.7 |
 SONY | 0% | 0.48% | $0.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
2.8
2.8
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
2.8
2.8
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.65
High:
SHOP
138.43SHOPLow:SONY
-110.28SONYDetails
PEG Ratio
15.03
High:BUD
118.51BUDLow:
U
-49.18UDetails
Price/Book
27.12
High:RR.L
47.86RR.LLow:DELL
-37.45DELLDetails
Price/Sales
5.39
High:
VUL.ASX
65.02VUL.ASXLow:
LILMF
-LILMFDetails
Price/CF
20.53
High:
ATO.PA
180.72ATO.PALow:VOD
1.93VODDetails
Price/FCF
24.5
High:NKE
947.69NKELow:VOD
3.35VODDetails
P/E Ratio
19.65
High:SHOP
138.43SHOPLow:SONY
-110.28SONYDetails
PEG Ratio
15.03
High:BUD
118.51BUDLow:U
-49.18UDetails
Price/Book
27.12
High:RR.L
47.86RR.LLow:DELL
-37.45DELLDetails
Price/Sales
5.39
High:VUL.ASX
65.02VUL.ASXLow:LILMF
-LILMFDetails
Price/CF
20.53
High:ATO.PA
180.72ATO.PALow:VOD
1.93VODDetails
Price/FCF
24.5
High:NKE
947.69NKELow:VOD
3.35VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.37% | Feb 2021 | Mar 2024 | 37 |
-6.1% | Mar 2026 | - | 1 |
-6.04% | Oct 2025 | Jan 2026 | 3 |
-4.89% | Apr 2024 | May 2024 | 1 |
-4.61% | Jul 2024 | Nov 2024 | 4 |
-0.79% | Dec 2024 | Jan 2025 | 1 |
-0.21% | Jul 2025 | Aug 2025 | 1 |