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0%
This Month
+3.42%
Year To Date
+36.45%
2 Years
+52.63%
5 Years
+52.63%
10 Years
+24.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading70.91%
- 📊 ETFs28.7%
- 💵 Cash0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE74.55%
- 🇩🇪 Xetra ETFs13.48%
- 🇺🇸 NYSE7.01%
- 🌍 Digital Currency3.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.01%
Dividends
Dividend Yield
1.08%
3 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IAPD.L (9.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 x7pt8sm7dk | 0.73% | 1.04% | - |
 IAPD.L | 0.26% | 9.65% | - |
 ITWN.L | 0.08% | 2.59% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.26
2.26
0
1
2
3
3
Jensen's Alpha
3.33
3.33
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
1.91
1.91
0
0.3
0.6
2
2
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.26
2.26
0
1
2
3
3
Jensen's Alpha
3.33
3.33
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
1.91
1.91
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.49% | Feb 2025 | Jul 2025 | 5 |
-3.38% | Aug 2023 | Nov 2023 | 3 |
-1.92% | Apr 2024 | Jun 2024 | 2 |
-1.04% | Dec 2024 | Jan 2025 | 1 |
-0.81% | Jul 2024 | Sep 2024 | 2 |
-0.23% | Oct 2024 | Nov 2024 | 1 |