Loading...
+0.79%
This Month
+16.75%
Year To Date
+46.73%
2 Years
+76.35%
5 Years
+76.35%
10 Years
+19.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance29.97%
- 🪙 Cryptocurrencies20.41%
- 🛍️ Retail Trade9.79%
- 🍞 Consumer Non Durables9.62%
- 📊 ETFs7.06%
- 🪨 Non Energy Minerals3.56%
- ⚡ Utilities3.12%
- 🚗 Consumer Durables3.06%
- 📡 Communications2.84%
- 🖥️ Technology Services2.53%
- 💻 Electronic Technology2.52%
- ⛏️ Energy Minerals1.92%
- 🧬 Health Technology1.04%
- 💇♀️ Consumer Services0.98%
- 🧩 Miscellaneous0.59%
- 🧪 Process Industries0.43%
- 💵 Cash0.36%
- 📦 Distribution Services0.25%
- 🚚 Transportation0.01%
- 💼 Commercial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE59.62%
- 🌍 Digital Currency20.41%
- 🇺🇸 NYSE13.75%
- 🇺🇸 Nasdaq2.71%
- 🇫🇷 Euronext Paris2.24%
- 🇩🇪 FRA1%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom57.78%
- 🇺🇸 United States8.51%
- 🇫🇷 France2.24%
- 🇭🇰 Hong Kong1.86%
- 🇩🇪 Germany1%
- 🇮🇪 Ireland0.29%
- 🇨🇭 Switzerland0.25%
- 🇱🇺 Luxembourg0.1%
- 🇰🇾 Cayman Islands0.09%
- 🇦🇹 Austria0.09%
- 🇮🇱 Israel0.04%
Dividends
Dividend Yield
3.58%
71 out of 83 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WPP.L (11.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.38% | 8.58% | $0.2 |
 ADM.L | 0.25% | 7.54% | $1.03 |
 AV.L | 0.25% | 5.77% | $0.33 |
 IGG.L | 0.17% | 4.08% | $0.46 |
 TSCO.L | 0.16% | 3.15% | $0.12 |
 SBRY.L | 0.13% | 4.42% | $0.13 |
 MNG.L | 0.13% | 7.34% | $0.2 |
 ABDN.L | 0.13% | 7.27% | $0.15 |
 CS.PA | 0.13% | 5.58% | $1.98 |
 BATS.L | 0.12% | 5.54% | $2.36 |
 RIO | 0.1% | 5.04% | $4.34 |
 DNLM.L | 0.1% | 7.04% | $0.78 |
 TW.L | 0.1% | 9.16% | $0.1 |
 PHNX.L | 0.09% | 7.86% | $0.53 |
 IMB.L | 0.08% | 4.87% | $1.49 |
 T | 0.08% | 4.39% | $1.11 |
 ULVR.L | 0.08% | 3.5% | $1.47 |
 O | 0.06% | 5.54% | $3.09 |
 KHC | 0.06% | 6.5% | $1.6 |
 MAIN | 0.06% | 5.08% | $2.85 |
 ITV.L | 0.05% | 6.08% | $0.05 |
 MBG.DE | 0.05% | 7.15% | $5.3 |
 MONY.L | 0.05% | 6.54% | $0.12 |
 CNA.L | 0.05% | 2.82% | $0.04 |
 SHEL.L | 0.04% | 3.85% | $0.8 |
 VZ | 0.04% | 6.62% | $2.66 |
 TRIG.L | 0.04% | 10.52% | $0.07 |
 PHP.L | 0.04% | 7.3% | $0.06 |
 TATE.L | 0.04% | 5.42% | $0.19 |
 OSB.L | 0.03% | 6.03% | $0.32 |
 GSK.L | 0.03% | 3.5% | $0.59 |
 BBOX.L | 0.03% | 5.34% | $0.07 |
 PRU.L | 0.03% | 1.64% | $0.28 |
 ENOG.L | 0.03% | 10.14% | $0.95 |
 GRG.L | 0.03% | 4.33% | $0.6 |
 BTRW.L | 0.03% | 4.7% | $0.28 |
 HBR.L | 0.03% | 9.47% | $0.2 |
 DRX.L | 0.02% | 3.51% | $0.23 |
 ABF.L | 0.02% | 2.97% | $0.54 |
 VICI | 0.02% | 6.26% | $1.66 |
 RR.L | 0.02% | 0.96% | - |
 RKT.L | 0.02% | 3.49% | $1.93 |
 UU.L | 0.01% | 4.3% | $0.5 |
 NG.L | 0.01% | 4.14% | $0.57 |
 P911.DE | 0.01% | 4.94% | $2.31 |
 ADC | 0.01% | 4.11% | $2.96 |
 BP.L | 0.01% | 5.28% | $0.23 |
 AAL.L | 0.01% | 0.81% | $0.77 |
 THRL.L | 0.01% | 6.07% | - |
 SWR.L | 0.01% | 4.65% | $1.3 |
 BT.L | 0.01% | 4.58% | $0.08 |
 VOD.L | 0.01% | 4.07% | $0.08 |
 BME.L | 0.01% | 8% | $0.15 |
 LTC.US | 0.01% | 6.43% | $2.28 |
 BWY.L | 0.01% | 2.59% | $1.11 |
 CRDA.L | 0.01% | 4.15% | $1.09 |
 GAW.L | 0.01% | 2.15% | $5.5 |
 RHIM.L | 0.01% | 6.01% | $1.54 |
 GLEN.L | 0% | 1.96% | $0.1 |
 SW | 0% | 4.71% | $1.18 |
 MRO.L | 0% | 1.1% | $0.05 |
 HSBA.L | 0% | 4.69% | $0.49 |
 WTB.L | 0% | 4.06% | $0.97 |
 AU | 0% | 2.64% | $0.22 |
 SSE.L | 0% | 2.94% | $0.6 |
 STAG | 0% | 3.81% | $1.47 |
 HLN | 0% | 1.91% | $0.15 |
 DGE.L | 0% | 4.74% | $0.81 |
 WPP.L | 0% | 11.01% | $0.39 |
 MSFT | 0% | 0.73% | $3 |
 BMNR | 0% | 0.03% | - |
Performance Metrics
Score 6.8/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
5.7
5.7
-2
0
2
6
6
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.3
1.3
0
0.3
0.6
2
2
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
5.7
5.7
-2
0
2
6
6
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.3
1.3
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.37
High:
BP.L
64.62BP.LLow:
MNG.L
-110.49MNG.LDetails
PEG Ratio
355.55
High:
ENOG.L
9,267.43ENOG.LLow:
BMNR
-203.15BMNRDetails
Price/Book
2.55
High:
RR.L
37.33RR.LLow:
MCG.L
-1.22MCG.LDetails
Price/Sales
1.29
High:BMNR
1,296.22BMNRLow:MCG.L
0.04MCG.LDetails
Price/CF
7.96
High:
TTWO
133.26TTWOLow:MCG.L
0.83MCG.LDetails
Price/FCF
19.97
High:
SWR.L
1,714.27SWR.LLow:
PHNX.L
2.63PHNX.LDetails
P/E Ratio
19.37
High:BP.L
64.62BP.LLow:MNG.L
-110.49MNG.LDetails
PEG Ratio
355.55
High:ENOG.L
9,267.43ENOG.LLow:BMNR
-203.15BMNRDetails
Price/Book
2.55
High:RR.L
37.33RR.LLow:MCG.L
-1.22MCG.LDetails
Price/Sales
1.29
High:BMNR
1,296.22BMNRLow:MCG.L
0.04MCG.LDetails
Price/CF
7.96
High:TTWO
133.26TTWOLow:MCG.L
0.83MCG.LDetails
Price/FCF
19.97
High:SWR.L
1,714.27SWR.LLow:PHNX.L
2.63PHNX.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.39% | Apr 2022 | Jan 2023 | 9 |
-6.05% | Oct 2025 | - | 3 |
-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 |