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0%
Today
+1.71%
This Month
+17.99%
Year To Date
+68.27%
2 Years
+77.68%
5 Years
+24.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance61.54%
- 📡 Communications12.55%
- 🚚 Transportation9%
- 🛠️ Producer Manufacturing5.95%
- 💇♀️ Consumer Services5.83%
- 🚗 Consumer Durables4.22%
- 💵 Cash1.07%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.09%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom99.09%
Dividends
Dividend Yield
5.35%
14 out of 14 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $MNG.L (9.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PHNX.L | 0.67% | 8.92% | $0.53 |
 MNG.L | 0.59% | 9.4% | $0.2 |
 LGEN.L | 0.52% | 8.94% | $0.2 |
 HSBA.L | 0.45% | 6.06% | $0.49 |
 VOD.L | 0.44% | 7.95% | $0.08 |
 NWG.L | 0.44% | 4.53% | $0.17 |
 ITV.L | 0.37% | 6.37% | $0.05 |
 BT.L | 0.34% | 4.85% | $0.08 |
 LLOY.L | 0.34% | 4.4% | $0.03 |
 TW.L | 0.33% | 7.94% | $0.1 |
 BARC.L | 0.25% | 2.84% | $0.08 |
 IAG.L | 0.22% | 2.44% | - |
 DLG.L | 0.2% | 2.41% | $0.04 |
 GEN.L | 0.19% | 3.15% | $0.12 |
Performance Metrics
Score 7.6/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
12.51
12.51
-2
0
2
13
13
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
2.01
2.01
0
0.3
0.6
3
3
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
12.51
12.51
-2
0
2
13
13
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
2.01
2.01
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
10.34
High:
LGEN.L
83.81LGEN.LLow:
MNG.L
-13.96MNG.LDetails
PEG Ratio
257.43
High:
IAG.L
902.52IAG.LLow:
ITV.L
7.8ITV.LDetails
Price/Book
0.96
High:
PHNX.L
4.97PHNX.LLow:
VOD.L
0.36VOD.LDetails
Price/Sales
1.06
High:
GEN.L
1.77GEN.LLow:PHNX.L
0.24PHNX.LDetails
Price/CF
3.62
High:
TW.L
22.48TW.LLow:PHNX.L
1.25PHNX.LDetails
Price/FCF
5.91
High:TW.L
275.31TW.LLow:PHNX.L
1.44PHNX.LDetails
P/E Ratio
10.34
High:LGEN.L
83.81LGEN.LLow:MNG.L
-13.96MNG.LDetails
PEG Ratio
257.43
High:IAG.L
902.52IAG.LLow:ITV.L
7.8ITV.LDetails
Price/Book
0.96
High:PHNX.L
4.97PHNX.LLow:VOD.L
0.36VOD.LDetails
Price/Sales
1.06
High:GEN.L
1.77GEN.LLow:PHNX.L
0.24PHNX.LDetails
Price/CF
3.62
High:TW.L
22.48TW.LLow:PHNX.L
1.25PHNX.LDetails
Price/FCF
5.91
High:TW.L
275.31TW.LLow:PHNX.L
1.44PHNX.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.18% | Jun 2022 | Nov 2022 | 5 |
-7.3% | Oct 2023 | Nov 2023 | 1 |
-6.69% | May 2023 | Sep 2023 | 4 |
-6.27% | Oct 2024 | Jan 2025 | 3 |
-4.77% | Feb 2023 | Apr 2023 | 2 |
-2.7% | Jan 2024 | Mar 2024 | 2 |
-1.92% | Jun 2024 | Jul 2024 | 1 |
-1.75% | Apr 2024 | May 2024 | 1 |
-0.68% | Mar 2025 | Apr 2025 | 1 |