Loading...
+6.47%
This Month
+2.92%
Year To Date
+18.67%
2 Years
+28.42%
5 Years
+39.86%
10 Years
+6.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash24.31%
- 👥 Copy Trading12.56%
- 🧬 Health Technology10.59%
- 💰 Finance9.36%
- 🪨 Non Energy Minerals8.76%
- 🚗 Consumer Durables6.58%
- ⚡ Utilities5.61%
- ⛏️ Energy Minerals4.07%
- 📊 ETFs2.98%
- 🪙 Cryptocurrencies2.32%
- 📡 Communications2.11%
- 💇♀️ Consumer Services2.01%
- 💻 Electronic Technology1.94%
- 🚚 Transportation1.63%
- 🧪 Process Industries1.55%
- 🏭 Industrial Services1.07%
- 🏥 Health Services0.71%
- 🛍️ Retail Trade0.7%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE28.01%
- 🇺🇸 NYSE19.02%
- 🇩🇪 FRA7.42%
- 🇫🇷 Euronext Paris6.55%
- 🇺🇸 Nasdaq3.83%
- 🌍 Digital Currency2.32%
- 🌍 CFD1.71%
- 🇩🇰 Copenhagen Stock Exchange0.87%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom34.07%
- 🇺🇸 United States11.64%
- 🇩🇪 Germany7.42%
- 🇫🇷 France6.55%
- 🇮🇪 Ireland1.94%
- 🇩🇰 Denmark0.87%
- 🇿🇦 South Africa0.23%
Dividends
Dividend Yield
2.45%
31 out of 39 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 0.33% | 8.09% | $0.2 |
 RIO | 0.29% | 4% | $4.34 |
 PFE | 0.18% | 6.24% | $1.66 |
 PSN.L | 0.16% | 5.18% | $0.6 |
 ENGI.PA | 0.15% | 4.78% | $1.43 |
 Rapidev12sp | 0.13% | 1.58% | - |
 TTE.PA | 0.13% | 4.5% | $3.06 |
 ABDN.L | 0.1% | 7% | $0.15 |
 TW.L | 0.09% | 10.95% | $0.1 |
 ARCC | 0.08% | 10.05% | $1.62 |
 EVR.L | 0.08% | 17.85% | - |
 MPLX | 0.08% | 7.31% | $3.33 |
 VZ | 0.06% | 5.94% | $2.66 |
 BLND.L | 0.06% | 5.77% | $0.23 |
 ADM.L | 0.06% | 6.01% | $1.03 |
 PAH3.DE | 0.06% | 5.8% | $2.56 |
 BP.L | 0.06% | 4.43% | $0.23 |
 ITV.L | 0.06% | 6.19% | $0.05 |
 MNDI.L | 0.04% | 2.87% | $0.62 |
 CKN.L | 0.04% | 2.35% | $1.02 |
 SK.PA | 0.04% | 5.58% | $2.62 |
 VOD | 0.03% | 3.18% | $0.94 |
 WY | 0.03% | 3.32% | $0.78 |
 TXN | 0.03% | 2.38% | $5.14 |
 SSPG.L | 0.02% | 2.15% | $0.04 |
 AZN.L | 0.02% | 1.58% | $2.28 |
 UNH | 0.02% | 2.72% | $7.74 |
 BAYN.DE | 0.02% | 0.27% | $0.11 |
 VST | 0.01% | 0.56% | $0.85 |
 AAL.L | 0% | 0.47% | $0.77 |
 VALT.L | 0% | -1.62% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | May 1, 2026 | $0.71 |
TXN | Ex-Dividend | May 5, 2026 | $1.42 |
AAL.L | Pay Day | May 6, 2026 | $0.16 |
ABDN.L | Pay Day | May 6, 2026 | $0.10 |
ADM.L | Ex-Dividend | May 7, 2026 | $0.23 |
MNDI.L | Pay Day | May 7, 2026 | $0.06 |
CKN.L | Ex-Dividend | May 7, 2026 | $1.05 |
 REL.L (Rapidev12sp) | Ex-Dividend | May 7, 2026 | $0.65 |
TW.L | Pay Day | May 15, 2026 | $0.04 |
TXN | Pay Day | May 19, 2026 | $1.42 |
ITV.L | Pay Day | May 21, 2026 | $0.04 |
CKN.L | Pay Day | May 22, 2026 | $1.05 |
ADM.L | Pay Day | Jun 5, 2026 | $0.23 |
PSN.L | Ex-Dividend | Jun 18, 2026 | $0.54 |
REL.L (Rapidev12sp) | Pay Day | Jun 18, 2026 | $0.65 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
Performance Metrics
Score 3.8/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-1.21
-1.21
-2
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-1.21
-1.21
-2
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.09
High:BP.L
7,955.71BP.LLow:SSPG.L
-20.97SSPG.LDetails
PEG Ratio
127.6
High:TXN
948.36TXNLow:EVR.L
0.26EVR.LDetails
Price/Book
2.3
High:VST
21.08VSTLow:PAH3.DE
0.28PAH3.DEDetails
Price/Sales
1.45
High:TXN
12.04TXNLow:LGEN.L
0.3LGEN.LDetails
Price/CF
8.17
High:ENGI.PA
216.75ENGI.PALow:SSPG.L
1.93SSPG.LDetails
Price/FCF
35.81
High:TXN
4,155.74TXNLow:SSPG.L
3SSPG.LDetails
P/E Ratio
31.09
High:BP.L
7,955.71BP.LLow:SSPG.L
-20.97SSPG.LDetails
PEG Ratio
127.6
High:TXN
948.36TXNLow:EVR.L
0.26EVR.LDetails
Price/Book
2.3
High:VST
21.08VSTLow:PAH3.DE
0.28PAH3.DEDetails
Price/Sales
1.45
High:TXN
12.04TXNLow:LGEN.L
0.3LGEN.LDetails
Price/CF
8.17
High:ENGI.PA
216.75ENGI.PALow:SSPG.L
1.93SSPG.LDetails
Price/FCF
35.81
High:TXN
4,155.74TXNLow:SSPG.L
3SSPG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.94% | Feb 2022 | Dec 2023 | 22 |
-12.94% | Oct 2025 | - | 7 |
-4.85% | Oct 2024 | Apr 2025 | 6 |
-2.76% | May 2021 | Aug 2021 | 3 |
-2.61% | Jan 2024 | Mar 2024 | 2 |
-2.37% | Jun 2024 | Jul 2024 | 1 |
-2.19% | Nov 2021 | Dec 2021 | 1 |
-0.48% | Apr 2024 | May 2024 | 1 |
-0.42% | Sep 2021 | Oct 2021 | 1 |