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-1.16%
This Month
-1.07%
Year To Date
+14.61%
2 Years
+26.93%
5 Years
+34.43%
10 Years
+5.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash23.66%
- 👥 Copy Trading12.62%
- 💰 Finance9.75%
- 🧬 Health Technology9.63%
- 🪨 Non Energy Minerals9.49%
- 🚗 Consumer Durables5.88%
- ⚡ Utilities5.52%
- ⛏️ Energy Minerals4.31%
- 📊 ETFs3%
- 💻 Electronic Technology2.88%
- 📡 Communications2.11%
- 🪙 Cryptocurrencies1.99%
- 💇♀️ Consumer Services1.89%
- 🚚 Transportation1.61%
- 🧪 Process Industries1.38%
- 🏭 Industrial Services1.11%
- 🏥 Health Services0.9%
- 🛍️ Retail Trade0.59%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE27.18%
- 🇺🇸 NYSE19.6%
- 🇫🇷 Euronext Paris6.65%
- 🇩🇪 FRA6.6%
- 🇺🇸 Nasdaq4.79%
- 🌍 Digital Currency1.99%
- 🇩🇰 Copenhagen Stock Exchange0.93%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom34.02%
- 🇺🇸 United States12.53%
- 🇫🇷 France6.65%
- 🇩🇪 Germany6.6%
- 🇮🇪 Ireland1.82%
- 🇩🇰 Denmark0.93%
- 🇿🇦 South Africa0.19%
Dividends
Dividend Yield
2.49%
31 out of 39 instruments pay dividend.
8 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% | 8.03% | $0.2 |
 RIO | 0.3% | 3.79% | $4.34 |
 PFE | 0.18% | 6.69% | $1.66 |
 PSN.L | 0.15% | 5.53% | $0.6 |
 ENGI.PA | 0.15% | 5% | $1.43 |
 Rapidev12sp | 0.13% | 1.62% | - |
 TTE.PA | 0.13% | 4.38% | $3.06 |
 ABDN.L | 0.11% | 6.08% | $0.15 |
 TW.L | 0.09% | 11.96% | $0.1 |
 ARCC | 0.09% | 10.16% | $1.62 |
 EVR.L | 0.08% | 17.85% | - |
 MPLX.US | 0.08% | 7.43% | $3.33 |
 VZ | 0.07% | 6.14% | $2.66 |
 BLND.L | 0.06% | 5.73% | $0.23 |
 ADM.L | 0.06% | 6.19% | $1.03 |
 BP.L | 0.06% | 4.58% | $0.23 |
 ITV.L | 0.06% | 6% | $0.05 |
 PAH3.DE | 0.05% | 4.86% | $2.56 |
 MNDI.L | 0.05% | 3.27% | $0.62 |
 CKN.L | 0.04% | 2.4% | $1.02 |
 VOD | 0.04% | 3.37% | $0.94 |
 SK.PA | 0.03% | 5.29% | $2.62 |
 TXN | 0.03% | 1.9% | $5.14 |
 WY | 0.03% | 3.44% | $0.78 |
 SSPG.L | 0.02% | 2.61% | $0.04 |
 AZN.L | 0.02% | 1.72% | $2.28 |
 UNH | 0.02% | 2.25% | $7.74 |
 BAYN.DE | 0.02% | 0.31% | $0.11 |
 VST | 0.01% | 0.6% | $0.85 |
 AAL.L | 0% | 0.43% | $0.77 |
 VALT.L | 0% | -1.97% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Pay Day | Jun 12, 2026 | $0.43 |
ARCC | Ex-Dividend | Jun 15, 2026 | $0.48 |
BLND.L | Ex-Dividend | Jun 18, 2026 | $0.14 |
PSN.L | Ex-Dividend | Jun 18, 2026 | $0.54 |
 REL.L (Rapidev12sp) | Pay Day | Jun 18, 2026 | $0.65 |
WY | Pay Day | Jun 22, 2026 | $0.21 |
VST | Ex-Dividend | Jun 22, 2026 | $0.23 |
 EXPN.L (Rapidev12sp) | Ex-Dividend | Jun 25, 2026 | $0.48 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
SSPG.L | Pay Day | Jun 26, 2026 | $0.02 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
VST | Pay Day | Jun 30, 2026 | $0.23 |
ARCC | Pay Day | Jun 30, 2026 | $0.48 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
BLND.L | Pay Day | Jul 24, 2026 | $0.14 |
EXPN.L (Rapidev12sp) | Pay Day | Jul 24, 2026 | $0.48 |
VOD | Pay Day | Jul 30, 2026 | $0.28 |
Performance Metrics
Score 3.8/10
Beta
0.43
0.43
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-1.4
-1.4
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.43
0.43
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-1.4
-1.4
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.37
High:TXN
52.24TXNLow:
ORSTED.CO
-102.76ORSTED.CODetails
PEG Ratio
104.78
High:
ANF
786.09ANFLow:VOD
-75.27VODDetails
Price/Book
2.33
High:SSPG.L
201.59SSPG.LLow:PAH3.DE
0.25PAH3.DEDetails
Price/Sales
1.5
High:TXN
15.14TXNLow:
VTY.L
0.24VTY.LDetails
Price/CF
9.26
High:ENGI.PA
216.75ENGI.PALow:SSPG.L
2SSPG.LDetails
Price/FCF
40.85
High:TXN
4,155.74TXNLow:SSPG.L
3.07SSPG.LDetails
P/E Ratio
22.37
High:TXN
52.24TXNLow:ORSTED.CO
-102.76ORSTED.CODetails
PEG Ratio
104.78
High:ANF
786.09ANFLow:VOD
-75.27VODDetails
Price/Book
2.33
High:SSPG.L
201.59SSPG.LLow:PAH3.DE
0.25PAH3.DEDetails
Price/Sales
1.5
High:TXN
15.14TXNLow:VTY.L
0.24VTY.LDetails
Price/CF
9.26
High:ENGI.PA
216.75ENGI.PALow:SSPG.L
2SSPG.LDetails
Price/FCF
40.85
High:TXN
4,155.74TXNLow:SSPG.L
3.07SSPG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.94% | Feb 2022 | Dec 2023 | 22 |
-12.94% | Oct 2025 | - | 9 |
-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 |