Loading...
+0.54%
This Month
+2.2%
Year To Date
+2.2%
2 Years
+2.2%
5 Years
+2.2%
10 Years
+2.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.27%
- 💵 Cash25.31%
- 👥 Copy Trading14.67%
- 💰 Finance14%
- 🛠️ Producer Manufacturing4.11%
- 🧬 Health Technology4.01%
- 🧩 Miscellaneous2.24%
- 💇♀️ Consumer Services1.49%
- 🏭 Industrial Services1.45%
- 🍞 Consumer Non Durables0.96%
- 💻 Electronic Technology0.54%
- 💼 Commercial Services0.25%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE27.63%
- 🇺🇸 NYSE22.86%
- 🇺🇸 Nasdaq17.68%
- 🇩🇰 Copenhagen Stock Exchange4.01%
- 🇩🇪 Xetra ETFs1.36%
- 🇫🇷 Euronext Paris0.52%
- 🇳🇱 Euronext Amsterdam0.44%
- 🇩🇪 FRA0.18%
- 🇨🇭 SIX0.14%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom23.39%
- 🇺🇸 United States6.13%
- 🇩🇰 Denmark4.01%
- 🇨🇦 Canada1.83%
- 🇰🇷 South Korea0.32%
- 🇮🇱 Israel0.29%
- 🇩🇪 Germany0.18%
- 🇨🇭 Switzerland0.18%
- 🇹🇼 Taiwan0.18%
- 🇨🇾 Cyprus0.13%
- 🇫🇷 France0.13%
- 🇸🇪 Sweden0.13%
- 🇸🇬 Singapore0.12%
- 🇳🇱 Netherlands0.09%
- 🇫🇮 Finland0.08%
- 🇨🇴 Colombia0.05%
- 🇨🇱 Chile0.04%
- 🇺🇾 Uruguay0.03%
- 🇧🇷 Brazil0.02%
- 🇨🇳 China0.02%
- 🇮🇪 Ireland0.02%
- 🇮🇹 Italy0.01%
Dividends
Dividend Yield
1.5%
16 out of 24 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $RGL.L (9.82%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.46% | 7.25% | $0.2 |
 SDLF.L | 0.38% | 6.07% | $0.53 |
 RGL.L | 0.22% | 9.82% | - |
 NOVO-B.CO | 0.15% | 3.66% | $9.4 |
 FUTR.L | 0.08% | 5.61% | $0.03 |
 THRL.L | 0.08% | 5.21% | - |
 BATS.L | 0.05% | 5.32% | $2.36 |
 BAB.L | 0.03% | 0.67% | $0.02 |
 PureMomentum | 0.02% | 0.85% | - |
 STN | 0.01% | 0.99% | - |
 Momentum-LS | 0.01% | 0.4% | - |
 rafaeldfl | 0.01% | 0.47% | - |
 PureGrowth | 0.01% | 0.31% | - |
 RR.L | 0% | 0.68% | - |
 Core-Equity | 0% | 0% | - |
 SCCO | 0% | -1.85% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVT (PureMomentum) | Ex-Dividend | Jul 24, 2026 | $0.21 |
 BNS (PureMomentum) | Pay Day | Jul 29, 2026 | $0.82 |
 TD (PureMomentum) | Pay Day | Jul 31, 2026 | $0.81 |
TD (Momentum-LS) | Pay Day | Jul 31, 2026 | $0.81 |
NVT (PureMomentum) | Pay Day | Aug 7, 2026 | $0.21 |
BATS.L | Pay Day | Aug 14, 2026 | $0.83 |
 ZTS (Momentum-LS) | Pay Day | Sep 1, 2026 | $0.53 |
Performance Metrics
Score 1.7/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
-0.43
-0.43
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.65
-0.65
-1
1
2
3
3
Jensen's Alpha
-18.78
-18.78
-19
0
2
4.5
4.5
Omega Ratio
0.21
0.21
0
1
1.5
2.5
2.5
Treynor Ratio
-1.04
-1.04
-2
0.75
1.25
2
2
Information Ratio
-2.62
-2.62
-3
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
-0.43
-0.43
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.65
-0.65
-1
1
2
3
3
Jensen's Alpha
-18.78
-18.78
-19
0
2
4.5
4.5
Omega Ratio
0.21
0.21
0
1
1.5
2.5
2.5
Treynor Ratio
-1.04
-1.04
-2
0.75
1.25
2
2
Information Ratio
-2.62
-2.62
-3
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.78
High:LGEN.L
34.89LGEN.LLow:SDLF.L
-18.43SDLF.LDetails
PEG Ratio
13.63
High:THRL.L
111.47THRL.LLow:
ATOM.US
-624.31ATOM.USDetails
Price/Book
6.2
High:RR.L
44.55RR.LLow:FUTR.L
0.27FUTR.LDetails
Price/Sales
1.32
High:ATOM.US
3,246.49ATOM.USLow:SDLF.L
0.23SDLF.LDetails
Price/CF
7.71
High:SCCO
24.69SCCOLow:SDLF.L
1.92SDLF.LDetails
Price/FCF
18.51
High:NOVO-B.CO
201.02NOVO-B.COLow:SDLF.L
2.24SDLF.LDetails
P/E Ratio
14.78
High:LGEN.L
34.89LGEN.LLow:SDLF.L
-18.43SDLF.LDetails
PEG Ratio
13.63
High:THRL.L
111.47THRL.LLow:ATOM.US
-624.31ATOM.USDetails
Price/Book
6.2
High:RR.L
44.55RR.LLow:FUTR.L
0.27FUTR.LDetails
Price/Sales
1.32
High:ATOM.US
3,246.49ATOM.USLow:SDLF.L
0.23SDLF.LDetails
Price/CF
7.71
High:SCCO
24.69SCCOLow:SDLF.L
1.92SDLF.LDetails
Price/FCF
18.51
High:NOVO-B.CO
201.02NOVO-B.COLow:SDLF.L
2.24SDLF.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.89% | Mar 2026 | May 2026 | 2 |