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-4.31%
This Month
+2.04%
Year To Date
+44.42%
2 Years
+141.97%
5 Years
+141.97%
10 Years
+28.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading67.63%
- 💵 Cash24.18%
- 💻 Electronic Technology3.43%
- 🛠️ Producer Manufacturing1.65%
- 📊 ETFs1.45%
- 💰 Finance0.91%
- 🖥️ Technology Services0.86%
- 🛍️ Retail Trade0.82%
- 🚗 Consumer Durables0.27%
- ⚡ Utilities0.17%
- 📡 Communications0.14%
- 🪨 Non Energy Minerals0.13%
- 💼 Commercial Services0.11%
- 🚚 Transportation0.11%
- 💇♀️ Consumer Services0.04%
- 🧩 Miscellaneous0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE40.41%
- 🇺🇸 NYSE7.32%
- 🇺🇸 Nasdaq6.05%
- 🇩🇪 Xetra ETFs1.06%
- 🌍 Digital Currency0.6%
- 🇳🇱 Euronext Amsterdam0.45%
- 🇭🇰 Hong Kong Exchanges0.42%
- 🇦🇺 Sydney0.21%
- 🇫🇷 Euronext Paris0.11%
- 🇩🇪 FRA0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.81%
- 🇬🇧 United Kingdom5.88%
- 🇨🇦 Canada3.3%
- 🇨🇳 China0.42%
- 🇦🇺 Australia0.21%
- 🇫🇷 France0.12%
- 🇮🇱 Israel0.11%
- 🇿🇦 South Africa0.11%
- 🇩🇪 Germany0.04%
- 🇳🇱 Netherlands0.04%
- 🇲🇽 Mexico0.03%
- 🇧🇷 Brazil0.02%
- 🇮🇪 Ireland0.01%
- 🇺🇾 Uruguay0.01%
Dividends
Dividend Yield
0.13%
24 out of 57 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TEP.L (7.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GoldWorldWide | 0.04% | 0.63% | - |
 RR.L | 0.02% | 0.7% | - |
 NuclearFuture | 0.01% | 1.29% | - |
 NWG.L | 0.01% | 5.43% | $0.17 |
 TSCO.L | 0.01% | 3.01% | $0.12 |
 LLOY.L | 0.01% | 3.7% | $0.03 |
 BT.L | 0.01% | 3.93% | $0.08 |
 F | 0.01% | 4.71% | $0.78 |
 SVT.L | 0% | 3.81% | $1.17 |
 TEP.L | 0% | 7.14% | $0.82 |
 STJ.L | 0% | 1.37% | $0.24 |
 GET.PA | 0% | 3.21% | $0.55 |
 GFI | 0% | 2.9% | $0.31 |
 GEV | 0% | 0.18% | - |
 AJB.L | 0% | 3.17% | $0.12 |
 BARC.L | 0% | 1.99% | $0.08 |
 AAPL | 0% | 0.4% | $0.97 |
 SBRY.L | 0% | 3.94% | $0.13 |
 MSFT | 0% | 0.86% | $3 |
 MKS.L | 0% | 1% | $0.03 |
 FRES.L | 0% | 2.52% | $0.05 |
 GHC | 0% | 0.68% | $6.81 |
 ITUB | 0% | -0.98% | $-0.15 |
 OutSmartNSDQ | -0.02% | -0.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.4/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
1.36
1.36
0
0.5
1
2
2
Sortino Ratio
2.92
2.92
0
1
2
3
3
Jensen's Alpha
14.26
14.26
-2
0
2
15
15
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
3.93
3.93
0
0.3
0.6
4
4
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
1.36
1.36
0
0.5
1
2
2
Sortino Ratio
2.92
2.92
0
1
2
3
3
Jensen's Alpha
14.26
14.26
-2
0
2
15
15
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
3.93
3.93
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
31.79
High:MKS.L
386.22MKS.LLow:F
-6.69FDetails
PEG Ratio
42.25
High:ITUB
168.1ITUBLow:
DJT
-12.22DJTDetails
Price/Book
14.05
High:
PLTR
49.59PLTRLow:
DBX
-3.54DBXDetails
Price/Sales
6.33
High:DJT
822.82DJTLow:STJ.L
0.23STJ.LDetails
Price/CF
25.58
High:PLTR
214.31PLTRLow:F
2.59FDetails
Price/FCF
47.19
High:
AMZN
325.85AMZNLow:SBRY.L
5.72SBRY.LDetails
P/E Ratio
31.79
High:MKS.L
386.22MKS.LLow:F
-6.69FDetails
PEG Ratio
42.25
High:ITUB
168.1ITUBLow:DJT
-12.22DJTDetails
Price/Book
14.05
High:PLTR
49.59PLTRLow:DBX
-3.54DBXDetails
Price/Sales
6.33
High:DJT
822.82DJTLow:STJ.L
0.23STJ.LDetails
Price/CF
25.58
High:PLTR
214.31PLTRLow:F
2.59FDetails
Price/FCF
47.19
High:AMZN
325.85AMZNLow:SBRY.L
5.72SBRY.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.72% | Apr 2024 | Jul 2024 | 3 |
-6.04% | Feb 2025 | May 2025 | 3 |
-5.39% | Dec 2022 | Jan 2023 | 1 |
-4.39% | Apr 2023 | Jul 2023 | 3 |
-4.31% | Mar 2026 | - | 1 |
-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 |
-1.09% | Feb 2023 | Mar 2023 | 1 |
-0.65% | Jan 2024 | Feb 2024 | 1 |
-0.06% | Aug 2025 | Sep 2025 | 1 |