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0%
Today
0%
This Month
+4.65%
Year To Date
+43.52%
2 Years
+57.6%
5 Years
+20.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance60.57%
- 📡 Communications11.79%
- 🚚 Transportation11.19%
- 🛠️ Producer Manufacturing6.17%
- 💇♀️ Consumer Services5.75%
- 🚗 Consumer Durables4.44%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.91%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom99.91%
Dividends
Dividend Yield
5.23%
14 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PHNX.L (10.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PHNX.L | 0.69% | 10.22% | $0.53 |
 MNG.L | 0.6% | 9.52% | $0.2 |
 LGEN.L | 0.53% | 8.52% | $0.2 |
 VOD.L | 0.46% | 8.27% | $0.08 |
 HSBA.L | 0.45% | 5.73% | $0.49 |
 ITV.L | 0.39% | 6.75% | $0.05 |
 NWG.L | 0.37% | 4.05% | $0.17 |
 TW.L | 0.36% | 8.01% | $0.1 |
 BT.L | 0.35% | 5.73% | $0.08 |
 LLOY.L | 0.32% | 4.67% | $0.03 |
 BARC.L | 0.26% | 2.77% | $0.08 |
 GEN.L | 0.19% | 3.16% | $0.12 |
 DLG.L | 0.18% | 2.24% | $0.04 |
 IAG.L | 0.07% | 0.61% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VOD.L | Pay Day | Feb 7 | $0.02 |
Performance Metrics
Score 6.8/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
7
7
-2
0
2
8
8
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.85
1.85
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
1.77
1.77
0
0.3
0.6
2
2
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
7
7
-2
0
2
8
8
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.85
1.85
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
1.77
1.77
0
0.3
0.6
2
2
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 |