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+1.05%
This Month
+35.58%
Year To Date
+71.4%
2 Years
+140.6%
5 Years
+140.6%
10 Years
+47.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash52.35%
- 👥 Copy Trading23.21%
- 🖥️ Technology Services12.85%
- 💻 Electronic Technology8.49%
- 💰 Finance8.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq17.48%
- 🇬🇧 LSE14.23%
- 🇺🇸 NYSE11.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.59%
- 🇬🇧 United Kingdom6.57%
- 🇨🇦 Canada2.28%
- 🇮🇪 Ireland0.16%
Dividends
Dividend Yield
0.57%
6 out of 11 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (8.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (DividendGrowth) | Pay Day | Dec 11, 2025 | $0.91 |
 LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
Performance Metrics
Score 9.1/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
1.81
1.81
0
0.5
1
2
2
Sortino Ratio
4.51
4.51
0
1
2
5
5
Jensen's Alpha
10.39
10.39
-2
0
2
11
11
Omega Ratio
2.96
2.96
0
1
1.5
3
3
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
1.36
1.36
0
0.3
0.6
2
2
Calmar Ratio
3.3
3.3
0
0.3
0.6
4
4
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
1.81
1.81
0
0.5
1
2
2
Sortino Ratio
4.51
4.51
0
1
2
5
5
Jensen's Alpha
10.39
10.39
-2
0
2
11
11
Omega Ratio
2.96
2.96
0
1
1.5
3
3
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
1.36
1.36
0
0.3
0.6
2
2
Calmar Ratio
3.3
3.3
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.79
High:
AVGO
103.8AVGOLow:
ZETA
-165.98ZETADetails
PEG Ratio
40.51
High:
MSFT
220.24MSFTLow:ZETA
-194.81ZETADetails
Price/Book
6.38
High:
RR.L
39.01RR.LLow:
NTSK
-5.26NTSKDetails
Price/Sales
9.21
High:AVGO
32.95AVGOLow:
HOVR
-HOVRDetails
Price/CF
29.1
High:AVGO
55.15AVGOLow:
MNG.L
5.14MNG.LDetails
Price/FCF
71.8
High:AVGO
99.48AVGOLow:MNG.L
11.88MNG.LDetails
P/E Ratio
33.79
High:AVGO
103.8AVGOLow:ZETA
-165.98ZETADetails
PEG Ratio
40.51
High:MSFT
220.24MSFTLow:ZETA
-194.81ZETADetails
Price/Book
6.38
High:RR.L
39.01RR.LLow:NTSK
-5.26NTSKDetails
Price/Sales
9.21
High:AVGO
32.95AVGOLow:HOVR
-HOVRDetails
Price/CF
29.1
High:AVGO
55.15AVGOLow:MNG.L
5.14MNG.LDetails
Price/FCF
71.8
High:AVGO
99.48AVGOLow:MNG.L
11.88MNG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.23% | Aug 2023 | Dec 2023 | 4 |
-4.38% | Feb 2025 | May 2025 | 3 |
-3.75% | Apr 2024 | May 2024 | 1 |
-2.58% | Nov 2025 | - | 2 |
-1.27% | Apr 2023 | May 2023 | 1 |
-1.15% | Jul 2024 | Aug 2024 | 1 |
-1.09% | Oct 2024 | Nov 2024 | 1 |