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+0.02%
This Month
+13.25%
Year To Date
+77.44%
2 Years
+163.32%
5 Years
+163.32%
10 Years
+28.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance54.51%
- 📡 Communications11.84%
- 🚚 Transportation7.79%
- 🧬 Health Technology6.42%
- 🍞 Consumer Non Durables5.6%
- 🛠️ Producer Manufacturing4.08%
- 🚗 Consumer Durables3.57%
- 💇♀️ Consumer Services3.05%
- 🖥️ Technology Services2.76%
- 💵 Cash0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.61%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom99.61%
Dividends
Dividend Yield
4.36%
17 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TW.L (11.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.42% | 7.59% | $0.2 |
 TW.L | 0.4% | 11.25% | $0.1 |
 SDLF.L | 0.39% | 5.98% | $0.53 |
 NWG.L | 0.38% | 4.72% | $0.17 |
 MNG.L | 0.34% | 5.88% | $0.2 |
 HSBA.L | 0.28% | 3.67% | $0.49 |
 VOD.L | 0.24% | 3.43% | $0.08 |
 ADM.L | 0.24% | 4.02% | $1.03 |
 GSK.L | 0.23% | 3.53% | $0.59 |
 LLOY.L | 0.22% | 3.27% | $0.03 |
 ITV.L | 0.21% | 6.91% | $0.05 |
 BT.L | 0.2% | 4.05% | $0.08 |
 DGE.L | 0.2% | 3.54% | $0.81 |
 GEN.L | 0.19% | 4.57% | $0.12 |
 MONY.L | 0.17% | 6.11% | $0.12 |
 BARC.L | 0.15% | 1.74% | $0.08 |
 IAG.L | 0.12% | 1.6% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
2.03
2.03
0
1
2
3
3
Jensen's Alpha
12.68
12.68
-2
0
2
13
13
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
2.12
2.12
0
0.3
0.6
3
3
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
2.03
2.03
0
1
2
3
3
Jensen's Alpha
12.68
12.68
-2
0
2
13
13
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
2.12
2.12
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
14.8
High:LGEN.L
34.89LGEN.LLow:VOD.L
-63.64VOD.LDetails
PEG Ratio
107.86
High:BT.L
808.96BT.LLow:VOD.L
-72.54VOD.LDetails
Price/Book
1.7
High:SDLF.L
35.65SDLF.LLow:VOD.L
0.57VOD.LDetails
Price/Sales
1.65
High:LLOY.L
3.31LLOY.LLow:SDLF.L
0.23SDLF.LDetails
Price/CF
4.33
High:TW.L
26.25TW.LLow:SDLF.L
1.92SDLF.LDetails
Price/FCF
7.17
High:TW.L
275.31TW.LLow:SDLF.L
2.24SDLF.LDetails
P/E Ratio
14.8
High:LGEN.L
34.89LGEN.LLow:VOD.L
-63.64VOD.LDetails
PEG Ratio
107.86
High:BT.L
808.96BT.LLow:VOD.L
-72.54VOD.LDetails
Price/Book
1.7
High:SDLF.L
35.65SDLF.LLow:VOD.L
0.57VOD.LDetails
Price/Sales
1.65
High:LLOY.L
3.31LLOY.LLow:SDLF.L
0.23SDLF.LDetails
Price/CF
4.33
High:TW.L
26.25TW.LLow:SDLF.L
1.92SDLF.LDetails
Price/FCF
7.17
High:TW.L
275.31TW.LLow:SDLF.L
2.24SDLF.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.09% | Mar 2026 | Jun 2026 | 3 |
-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 |
-0.36% | Jul 2025 | Aug 2025 | 1 |