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-3.2%
This Month
+6.74%
Year To Date
+50.45%
2 Years
+153.12%
5 Years
+153.12%
10 Years
+27.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading77.86%
- 💵 Cash8.09%
- 💻 Electronic Technology3.94%
- 🧩 Miscellaneous2.13%
- 🛠️ Producer Manufacturing1.95%
- 📊 ETFs1.42%
- 💰 Finance0.94%
- 🛍️ Retail Trade0.83%
- 🚗 Consumer Durables0.78%
- 📈 Indexes0.77%
- 🖥️ Technology Services0.66%
- ❓ Other0.33%
- ⚡ Utilities0.13%
- 📡 Communications0.12%
- 🚚 Transportation0.11%
- 💼 Commercial Services0.09%
- 🪨 Non Energy Minerals0.09%
- 💇♀️ Consumer Services0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE51.55%
- 🇺🇸 NYSE9.17%
- 🇺🇸 Nasdaq5.17%
- 🇩🇪 Xetra ETFs1.43%
- 🌍 CFD0.77%
- 🇳🇱 Euronext Amsterdam0.53%
- 🌍 Digital Currency0.5%
- 🇭🇰 Hong Kong Exchanges0.29%
- 🇦🇺 Sydney0.17%
- 🇫🇷 Euronext Paris0.15%
- 🇩🇪 FRA0.04%
- 🇨🇭 SIX0.02%
- 🇮🇹 Borsa Italiana0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.12%
- 🇬🇧 United Kingdom6.6%
- 🇨🇦 Canada2.33%
- 🇨🇳 China0.31%
- 🇮🇱 Israel0.23%
- 🇦🇺 Australia0.17%
- 🇫🇷 France0.13%
- 🇳🇱 Netherlands0.1%
- 🇹🇼 Taiwan0.09%
- 🇨🇴 Colombia0.08%
- 🇨🇾 Cyprus0.07%
- 🇨🇭 Switzerland0.07%
- 🇨🇱 Chile0.07%
- 🇸🇬 Singapore0.07%
- 🇮🇪 Ireland0.06%
- 🇿🇦 South Africa0.06%
- 🇫🇮 Finland0.05%
- 🇩🇪 Germany0.04%
- 🇰🇾 Cayman Islands0.03%
- 🇧🇷 Brazil0.03%
- 🇲🇽 Mexico0.03%
- 🇮🇹 Italy0.01%
Dividends
Dividend Yield
0.2%
36 out of 74 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $TEP.L (5.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GoldWorldWide | 0.04% | 1% | - |
 PureMomentum | 0.03% | 0.85% | - |
 RR.L | 0.02% | 0.68% | - |
 NuclearFuture | 0.01% | 1.34% | - |
 GAW.L | 0.01% | 2.16% | $5.5 |
 NWG.L | 0.01% | 4.75% | $0.17 |
 TSCO.L | 0.01% | 3.03% | $0.12 |
 AI-DataCenters | 0.01% | 0.81% | - |
 LLOY.L | 0.01% | 3.17% | $0.03 |
 BT.L | 0.01% | 4.23% | $0.08 |
 GET.PA | 0% | 4.29% | $0.55 |
 F | 0% | 4.18% | $0.78 |
 SpaceTech | 0% | 0.57% | - |
 SVT.L | 0% | 4.17% | $1.17 |
 STJ.L | 0% | 1.68% | $0.24 |
 GEV | 0% | 0.17% | - |
 AJB.L | 0% | 2.4% | $0.12 |
 BARC.L | 0% | 1.63% | $0.08 |
 AAPL | 0% | 0.32% | $0.97 |
 GFI.US | 0% | 3.57% | $0.31 |
 MSFT | 0% | 0.94% | $3 |
 SBRY.L | 0% | 3.9% | $0.13 |
 MKS.L | 0% | 1.06% | $0.03 |
 TEP.L | 0% | 5.71% | $0.82 |
 DIA.US | 0% | 1.35% | - |
 FRES.L | 0% | 3.59% | $0.05 |
 SPY | 0% | 0.99% | - |
 SMT.L | 0% | 0.34% | $0.03 |
 VWRD.L | 0% | 0.93% | - |
 ITUB | 0% | 1.65% | $0.15 |
 QQQ | 0% | 0.4% | - |
 RRX | 0% | 0.65% | $1.4 |
 GHC | 0% | 0.65% | $6.81 |
 ISF.L | 0% | 0.03% | - |
 Core-Equity | 0% | 0% | - |
 Core-Dynamic | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVT (AI-DataCenters) | Ex-Dividend | Jul 24, 2026 | $0.21 |
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 |
GHC | Pay Day | Aug 6, 2026 | $1.88 |
NVT (AI-DataCenters) | Pay Day | Aug 7, 2026 | $0.21 |
NVT (PureMomentum) | Pay Day | Aug 7, 2026 | $0.21 |
Performance Metrics
Score 8.2/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
2.66
2.66
0
1
2
3
3
Jensen's Alpha
12.61
12.61
-2
0
2
13
13
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
2.41
2.41
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
3.74
3.74
0
0.3
0.6
4
4
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
2.66
2.66
0
1
2
3
3
Jensen's Alpha
12.61
12.61
-2
0
2
13
13
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
2.41
2.41
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
3.74
3.74
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
32.73
High:
TSLA
372.52TSLALow:
RUM
-14.6RUMDetails
PEG Ratio
96.46
High:GET.PA
3,664.05GET.PALow:RUM
-20.56RUMDetails
Price/Book
15.23
High:AAPL
45.14AAPLLow:
DBX
-3.34DBXDetails
Price/Sales
7.02
High:
DJT
633.18DJTLow:
SSIT.L
-309.48SSIT.LDetails
Price/CF
21.96
High:DJT
321.56DJTLow:F
2.48FDetails
Price/FCF
39.87
High:DJT
346.63DJTLow:DBX
5.49DBXDetails
P/E Ratio
32.73
High:TSLA
372.52TSLALow:RUM
-14.6RUMDetails
PEG Ratio
96.46
High:GET.PA
3,664.05GET.PALow:RUM
-20.56RUMDetails
Price/Book
15.23
High:AAPL
45.14AAPLLow:DBX
-3.34DBXDetails
Price/Sales
7.02
High:DJT
633.18DJTLow:SSIT.L
-309.48SSIT.LDetails
Price/CF
21.96
High:DJT
321.56DJTLow:F
2.48FDetails
Price/FCF
39.87
High:DJT
346.63DJTLow:DBX
5.49DBXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.72% | Apr 2024 | Jul 2024 | 3 |
-6.04% | Feb 2025 | May 2025 | 3 |
-5.68% | Mar 2026 | Apr 2026 | 1 |
-5.39% | Dec 2022 | Jan 2023 | 1 |
-4.39% | Apr 2023 | Jul 2023 | 3 |
-4.29% | Dec 2024 | Jan 2025 | 1 |
-4.29% | Aug 2023 | Nov 2023 | 3 |
-4% | Nov 2025 | Feb 2026 | 3 |
-3.23% | Aug 2024 | Sep 2024 | 1 |
-3.2% | Jul 2026 | - | 1 |
-1.09% | Feb 2023 | Mar 2023 | 1 |
-0.65% | Jan 2024 | Feb 2024 | 1 |
-0.06% | Aug 2025 | Sep 2025 | 1 |