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+6.01%
This Month
+0.27%
Year To Date
+40.83%
2 Years
+78.76%
5 Years
+78.76%
10 Years
+17.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance32.65%
- 🪙 Cryptocurrencies16.03%
- 🛍️ Retail Trade10.05%
- 🍞 Consumer Non Durables8.65%
- 📊 ETFs5.96%
- 🪨 Non Energy Minerals4.64%
- ⚡ Utilities3.47%
- 📡 Communications3.05%
- 💻 Electronic Technology2.92%
- 🚗 Consumer Durables2.56%
- 🧩 Miscellaneous2.38%
- ⛏️ Energy Minerals2.15%
- 🖥️ Technology Services2.08%
- 🧬 Health Technology1.2%
- 💇♀️ Consumer Services0.96%
- 💵 Cash0.48%
- 🧪 Process Industries0.48%
- 📦 Distribution Services0.36%
- 🚚 Transportation0.02%
- 💼 Commercial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE62.86%
- 🌍 Digital Currency16.03%
- 🇺🇸 NYSE15.03%
- 🇫🇷 Euronext Paris2.47%
- 🇺🇸 Nasdaq2.37%
- 🇩🇪 FRA0.86%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom61.28%
- 🇺🇸 United States8.25%
- 🇫🇷 France2.47%
- 🇭🇰 Hong Kong1.91%
- 🇩🇪 Germany0.86%
- 🇨🇭 Switzerland0.36%
- 🇮🇪 Ireland0.33%
- 🇳🇱 Netherlands0.11%
- 🇱🇺 Luxembourg0.11%
- 🇦🇹 Austria0.09%
- 🇰🇾 Cayman Islands0.08%
- 🇮🇱 Israel0.03%
Dividends
Dividend Yield
3.65%
73 out of 85 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (11.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.39% | 8.09% | $0.2 |
 IGG.L | 0.28% | 4.93% | $0.46 |
 AV.L | 0.26% | 6.16% | $0.33 |
 ADM.L | 0.21% | 6.01% | $1.03 |
 TSCO.L | 0.16% | 2.94% | $0.12 |
 CS.PA | 0.14% | 5.48% | $1.98 |
 MNG.L | 0.13% | 6.91% | $0.2 |
 SBRY.L | 0.13% | 3.91% | $0.13 |
 ABDN.L | 0.13% | 7% | $0.15 |
 BATS.L | 0.12% | 5.82% | $2.36 |
 RIO | 0.11% | 4% | $4.34 |
 TW.L | 0.1% | 10.95% | $0.1 |
 PHNX.L | 0.09% | 7.32% | $0.53 |
 DNLM.L | 0.09% | 8.63% | $0.78 |
 IMB.L | 0.08% | 5.75% | $1.49 |
 T | 0.08% | 4.24% | $1.11 |
 ULVR.L | 0.08% | 4.04% | $1.47 |
 O | 0.06% | 4.98% | $3.09 |
 KHC | 0.06% | 7.21% | $1.6 |
 MAIN | 0.06% | 5.59% | $2.85 |
 ITV.L | 0.05% | 6.19% | $0.05 |
 CNA.L | 0.05% | 2.71% | $0.04 |
 MONY.L | 0.05% | 7.39% | $0.12 |
 MBG.DE | 0.04% | 6.75% | $5.3 |
 VZ | 0.04% | 5.94% | $2.66 |
 TRIG.L | 0.04% | 11.77% | $0.07 |
 PHP.L | 0.04% | 7.55% | $0.06 |
 OSB.L | 0.03% | 6.29% | $0.32 |
 TATE.L | 0.03% | 5.62% | $0.19 |
 PRU.L | 0.03% | 1.78% | $0.28 |
 GSK.L | 0.03% | 3.08% | $0.59 |
 SHEL.L | 0.03% | 2.48% | $0.8 |
 BBOX.L | 0.03% | 5.16% | $0.07 |
 ENOG.L | 0.03% | 10.83% | $0.95 |
 GRG.L | 0.03% | 4.24% | $0.6 |
 BTRW.L | 0.03% | 6.41% | $0.28 |
 DRX.L | 0.02% | 3.41% | $0.23 |
 HBR.L | 0.02% | 7.29% | $0.2 |
 VICI | 0.02% | 6.23% | $1.66 |
 ABF.L | 0.02% | 3.35% | $0.54 |
 RR.L | 0.02% | 0.75% | - |
 RKT.L | 0.02% | 4.23% | $1.93 |
 UU.L | 0.01% | 3.88% | $0.5 |
 P911.DE | 0.01% | 5.47% | $2.31 |
 ADC | 0.01% | 3.91% | $2.96 |
 THRL.L | 0.01% | 5.71% | - |
 BP.L | 0.01% | 4.43% | $0.23 |
 SWR.L | 0.01% | 4.11% | $1.3 |
 NG.L | 0.01% | 2.26% | $0.57 |
 BT.L | 0.01% | 3.76% | $0.08 |
 BME.L | 0.01% | 7.47% | $0.15 |
 AAL.L | 0.01% | 0.47% | $0.77 |
 VOD.L | 0.01% | 3.34% | $0.08 |
 GLEN.L | 0.01% | 1.81% | $0.1 |
 GRI.L | 0.01% | 4.83% | $0.07 |
 GAW.L | 0.01% | 2.46% | $5.5 |
 LTC.US | 0.01% | 5.84% | $2.28 |
 BWY.L | 0.01% | 3.6% | $1.11 |
 AU | 0.01% | 3.35% | $0.22 |
 CRDA.L | 0.01% | 3.66% | $1.09 |
 RHIM.L | 0.01% | 5.76% | $1.54 |
 MRO.L | 0.01% | 1.3% | $0.05 |
 HSBA.L | 0% | 4.18% | $0.49 |
 SW | 0% | 4.08% | $1.18 |
 WTB.L | 0% | 3.87% | $0.97 |
 SSE.L | 0% | 2.56% | $0.6 |
 STAG | 0% | 3.77% | $1.47 |
 HLN | 0% | 1.87% | $0.15 |
 DGE.L | 0% | 4.12% | $0.81 |
 MSFT | 0% | 0.85% | $3 |
 WPP.L | 0% | 5.68% | $0.39 |
 ISF.L | 0% | 0.03% | - |
 BMNR | 0% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
DRX.L | Ex-Dividend | Apr 23, 2026 | $0.23 |
HSBA.L | Pay Day | Apr 30, 2026 | $0.45 |
MNG.L | Pay Day | Apr 30, 2026 | $0.18 |
IGG.L | Ex-Dividend | Apr 30, 2026 | $0.37 |
GRG.L | Ex-Dividend | Apr 30, 2026 | $0.67 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
LTC.US | Pay Day | Apr 30, 2026 | $0.19 |
ADC | Ex-Dividend | Apr 30, 2026 | $0.27 |
T | Pay Day | May 1, 2026 | $0.28 |
VZ | Pay Day | May 1, 2026 | $0.71 |
MRO.L | Pay Day | May 5, 2026 | $0.07 |
AAL.L | Pay Day | May 6, 2026 | $0.16 |
GLEN.L | Ex-Dividend | May 6, 2026 | $0.09 |
ABDN.L | Pay Day | May 6, 2026 | $0.10 |
ADM.L | Ex-Dividend | May 7, 2026 | $0.23 |
MONY.L | Pay Day | May 8, 2026 | $0.13 |
PHP.L | Pay Day | May 8, 2026 | $0.02 |
MAIN | Ex-Dividend | May 8, 2026 | $0.26 |
CS.PA | Ex-Dividend | May 11, 2026 | $2.74 |
CS.PA | Pay Day | May 13, 2026 | $2.74 |
OSB.L | Pay Day | May 13, 2026 | $0.32 |
AV.L | Pay Day | May 14, 2026 | $0.35 |
CNA.L | Pay Day | May 14, 2026 | $0.05 |
TSCO.L | Ex-Dividend | May 14, 2026 | $0.13 |
ADC | Pay Day | May 14, 2026 | $0.27 |
HLN | Pay Day | May 14, 2026 | $0.13 |
BTRW.L | Pay Day | May 15, 2026 | $0.07 |
TW.L | Pay Day | May 15, 2026 | $0.04 |
DRX.L | Pay Day | May 15, 2026 | $0.23 |
O | Pay Day | May 15, 2026 | $0.27 |
MAIN | Pay Day | May 15, 2026 | $0.26 |
HBR.L | Pay Day | May 20, 2026 | $0.11 |
PHNX.L | Pay Day | May 20, 2026 | $0.37 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
ITV.L | Pay Day | May 21, 2026 | $0.04 |
BWY.L | Ex-Dividend | May 21, 2026 | $0.31 |
CRDA.L | Pay Day | May 27, 2026 | $0.85 |
GAW.L | Pay Day | May 27, 2026 | $1.48 |
RHIM.L | Ex-Dividend | May 28, 2026 | $1.41 |
GRG.L | Pay Day | May 29, 2026 | $0.67 |
GLEN.L | Pay Day | Jun 3, 2026 | $0.09 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
DGE.L | Pay Day | Jun 4, 2026 | $0.20 |
WPP.L | Ex-Dividend | Jun 4, 2026 | $0.10 |
ADM.L | Pay Day | Jun 5, 2026 | $0.23 |
IGG.L | Pay Day | Jun 8, 2026 | $0.37 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RHIM.L | Pay Day | Jun 11, 2026 | $1.41 |
RKT.L | Pay Day | Jun 12, 2026 | $1.70 |
TSCO.L | Pay Day | Jun 26, 2026 | $0.13 |
BWY.L | Pay Day | Jul 1, 2026 | $0.31 |
WPP.L | Pay Day | Jul 3, 2026 | $0.10 |
BATS.L | Ex-Dividend | Jul 9, 2026 | $0.83 |
BATS.L | Pay Day | Aug 14, 2026 | $0.83 |
Performance Metrics
Score 6.5/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
4.83
4.83
-2
0
2
5
5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
4.83
4.83
-2
0
2
5
5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
17.68
High:BP.L
7,955.71BP.LLow:CNA.L
-180.8CNA.LDetails
PEG Ratio
69.49
High:MONY.L
560.26MONY.LLow:PHNX.L
-27.91PHNX.LDetails
Price/Book
2.59
High:RR.L
39.1RR.LLow:
MCG.L
-1.38MCG.LDetails
Price/Sales
1.24
High:BMNR
624.36BMNRLow:MCG.L
0.05MCG.LDetails
Price/CF
7.7
High:
TTWO
70.92TTWOLow:MCG.L
0.83MCG.LDetails
Price/FCF
18.52
High:BBOX.L
1,037.23BBOX.LLow:PHNX.L
2.24PHNX.LDetails
P/E Ratio
17.68
High:BP.L
7,955.71BP.LLow:CNA.L
-180.8CNA.LDetails
PEG Ratio
69.49
High:MONY.L
560.26MONY.LLow:PHNX.L
-27.91PHNX.LDetails
Price/Book
2.59
High:RR.L
39.1RR.LLow:MCG.L
-1.38MCG.LDetails
Price/Sales
1.24
High:BMNR
624.36BMNRLow:MCG.L
0.05MCG.LDetails
Price/CF
7.7
High:TTWO
70.92TTWOLow:MCG.L
0.83MCG.LDetails
Price/FCF
18.52
High:BBOX.L
1,037.23BBOX.LLow:PHNX.L
2.24PHNX.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.39% | Apr 2022 | Jan 2023 | 9 |
-9.45% | Oct 2025 | - | 7 |
-5.78% | May 2023 | Nov 2023 | 6 |
-5.11% | Feb 2025 | May 2025 | 3 |
-4.19% | Apr 2024 | May 2024 | 1 |
-2.87% | Jun 2024 | Jul 2024 | 1 |
-2.78% | Dec 2024 | Jan 2025 | 1 |
-2.4% | Jan 2024 | Feb 2024 | 1 |
-1.78% | Oct 2024 | Nov 2024 | 1 |
-1.49% | Feb 2023 | Apr 2023 | 2 |
-0.15% | Aug 2024 | Sep 2024 | 1 |