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+1.25%
Today
+7.91%
This Month
+23.48%
Year To Date
+53.45%
2 Years
+48.4%
5 Years
+19.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies24.71%
- 💰 Finance22.89%
- 🍞 Consumer Non Durables12.79%
- 🛍️ Retail Trade9.41%
- 📊 ETFs6.25%
- 💻 Electronic Technology5.25%
- 💵 Cash4.33%
- 🪨 Non Energy Minerals3.13%
- 📡 Communications2.94%
- 🚗 Consumer Durables2.13%
- ⚡ Utilities1.53%
- ⛏️ Energy Minerals1.45%
- 🖥️ Technology Services0.99%
- 💇♀️ Consumer Services0.95%
- 🧬 Health Technology0.77%
- 🧩 Miscellaneous0.63%
- 🧪 Process Industries0.36%
- 📦 Distribution Services0.31%
- 🚚 Transportation0.08%
- 💼 Commercial Services0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE54.65%
- 🌍 Digital Currency24.71%
- 🇺🇸 NYSE11.78%
- 🇫🇷 Euronext Paris2.3%
- 🇺🇸 Nasdaq1.96%
- 🇩🇪 FRA1.24%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom54.04%
- 🇺🇸 United States7.32%
- 🇫🇷 France2.3%
- 🇩🇪 Germany1.24%
- 🇮🇪 Ireland0.36%
- 🇨🇭 Switzerland0.31%
- 🇦🇹 Austria0.12%
Dividends
Dividend Yield
3.27%
55 out of 62 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $WBA (12.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.31% | 9.49% | $0.2 |
 IGG.L | 0.2% | 4.91% | $0.46 |
 TSCO.L | 0.16% | 3.59% | $0.12 |
 ADM.L | 0.15% | 5.1% | $1.03 |
 SBRY.L | 0.15% | 5.31% | $0.13 |
 ABDN.L | 0.15% | 10.72% | $0.15 |
 BATS.L | 0.14% | 8.08% | $2.36 |
 CS.PA | 0.13% | 5.8% | $1.98 |
 DNLM.L | 0.12% | 7.01% | $0.78 |
 RIO | 0.11% | 6.96% | $4.34 |
 T | 0.1% | 4.86% | $1.11 |
 AV.L | 0.1% | 3.38% | $0.33 |
 IMB.L | 0.09% | 6.04% | $1.49 |
 ULVR.L | 0.09% | 3.25% | $1.47 |
 PHNX.L | 0.09% | 10.62% | $0.53 |
 MBG.DE | 0.08% | 10.29% | $5.3 |
 ISF.L | 0.08% | 5.57% | - |
 KHC | 0.07% | 5.18% | $1.6 |
 MAIN | 0.07% | 5.65% | $2.85 |
 ITV.L | 0.06% | 8.06% | $0.05 |
 MONY.L | 0.06% | 6.41% | $0.12 |
 SHEL.L | 0.05% | 4.14% | $0.8 |
 O | 0.05% | 5.47% | $3.09 |
 DLG.L | 0.05% | 3.91% | $0.04 |
 VZ | 0.05% | 6.33% | $2.66 |
 CNA.L | 0.05% | 3.4% | $0.04 |
 TRIG.L | 0.05% | 7.36% | $0.07 |
 PHP.L | 0.04% | 7.42% | $0.06 |
 TATE.L | 0.04% | 2.68% | $0.19 |
 AAL.L | 0.04% | 2.78% | $0.77 |
 BBOX.L | 0.04% | 5.69% | $0.07 |
 GSK.L | 0.04% | 4.67% | $0.59 |
 BVIC.L | 0.04% | 2.5% | $0.32 |
 SPHD | 0.03% | 1.06% | - |
 BTRW.L | 0.03% | 4.06% | $0.28 |
 ABF.L | 0.02% | 2.51% | $0.54 |
 MNG.L | 0.02% | 9.84% | $0.2 |
 WBA | 0.02% | 12.14% | $1.46 |
 P911.DE | 0.02% | 4.12% | $2.31 |
 ADC | 0.01% | 3.87% | $2.96 |
 BP.L | 0.01% | 6.08% | $0.23 |
 BT.L | 0.01% | 5.47% | $0.08 |
 GRG.L | 0.01% | 0.72% | $0.6 |
 GLEN.L | 0.01% | 2.67% | $0.1 |
 NG.L | 0.01% | 5.69% | $0.57 |
 SWR.L | 0.01% | 2.14% | $1.3 |
 RHIM.L | 0.01% | 5.11% | $1.54 |
 GAW.L | 0.01% | 3.53% | $5.5 |
 HSBA.L | 0% | 6.66% | $0.49 |
 WTB.L | 0% | 3.48% | $0.97 |
 STAG | 0% | 4.11% | $1.47 |
 WPP.L | 0% | 4.86% | $0.39 |
 DGE.L | 0% | 3.41% | $0.81 |
 MCG.L | 0% | 2.42% | $0.07 |
 MSFT | 0% | 0.74% | $3 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
PHP.L | Pay Day | Nov 22 | $0.02 |
TSCO.L | Pay Day | Nov 22 | $0.06 |
DNLM.L | Pay Day | Nov 26 | $0.36 |
ITV.L | Pay Day | Nov 26 | $0.02 |
BBOX.L | Pay Day | Nov 27 | $0.02 |
IMB.L | Ex-Dividend | Nov 28 | $0.69 |
ADC | Ex-Dividend | Nov 29 | $0.25 |
GAW.L | Pay Day | Nov 29 | $1.11 |
KHC | Ex-Dividend | Nov 29 | $0.40 |
STAG | Ex-Dividend | Nov 29 | $0.12 |
O | Ex-Dividend | Dec 2 | $0.26 |
MAIN | Ex-Dividend | Dec 6 | $0.24 |
ULVR.L | Pay Day | Dec 6 | $0.48 |
WTB.L | Pay Day | Dec 6 | $0.47 |
ABF.L | Ex-Dividend | Dec 12 | $0.35 |
MSFT | Pay Day | Dec 12 | $0.83 |
WBA | Pay Day | Dec 12 | $0.25 |
ADC | Pay Day | Dec 13 | $0.25 |
MAIN | Pay Day | Dec 13 | $0.24 |
O | Pay Day | Dec 13 | $0.26 |
STAG | Pay Day | Dec 16 | $0.12 |
BATS.L | Ex-Dividend | Dec 19 | $0.74 |
HSBA.L | Pay Day | Dec 19 | $0.10 |
SHEL.L | Pay Day | Dec 19 | $0.34 |
SBRY.L | Pay Day | Dec 20 | $0.05 |
KHC | Pay Day | Dec 27 | $0.40 |
IMB.L | Pay Day | Dec 31 | $0.69 |
TATE.L | Pay Day | Jan 6 | $0.08 |
GSK.L | Pay Day | Jan 9 | $0.20 |
ABF.L | Pay Day | Jan 10 | $0.35 |
BATS.L | Pay Day | Feb 3 | $0.74 |
Performance Metrics
Score 6.2/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
4.44
4.44
-2
0
2
5
5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
4.44
4.44
-2
0
2
5
5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.39% | Mar 2022 | Dec 2022 | 9 |
-5.78% | Apr 2023 | Oct 2023 | 6 |
-4.19% | Mar 2024 | Apr 2024 | 1 |
-2.87% | May 2024 | Jun 2024 | 1 |
-2.4% | Dec 2023 | Jan 2024 | 1 |
-1.78% | Sep 2024 | Oct 2024 | 1 |
-1.49% | Jan 2023 | Mar 2023 | 2 |
-0.15% | Jul 2024 | Aug 2024 | 1 |