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+4.81%
This Month
+4.81%
Year To Date
+2080.42%
2 Years
+3167.16%
5 Years
+3167.73%
10 Years
+96.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.33%
- 🖥️ Technology Services20.49%
- 🧬 Health Technology8.18%
- 💇♀️ Consumer Services6.8%
- ⛏️ Energy Minerals6.11%
- 👥 Copy Trading5.49%
- 💰 Finance5.42%
- 🧩 Miscellaneous5.3%
- 📦 Distribution Services3.07%
- 💼 Commercial Services1.88%
- ⚡ Utilities1.85%
- 🛍️ Retail Trade1.46%
- 🪙 Cryptocurrencies0.49%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE47.87%
- 🇺🇸 Nasdaq32.5%
- 🇺🇸 NYSE13.52%
- 🌍 Digital Currency5.96%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom52.95%
- 🇺🇸 United States25.23%
- 🇳🇱 Netherlands6.88%
- 🇮🇱 Israel5.74%
- 🇩🇰 Denmark1.65%
- 🇱🇺 Luxembourg1.46%
Dividends
Dividend Yield
1.8%
25 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BME.L (7.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.34% | 5.58% | $0.23 |
 BBOX.L | 0.26% | 4.88% | $0.07 |
 TCAP.L | 0.14% | 6.57% | $0.15 |
 BA.L | 0.14% | 1.67% | $0.3 |
 BME.L | 0.11% | 7.66% | $0.15 |
 QQ.L | 0.08% | 1.72% | $0.08 |
 CCC.L | 0.08% | 2.35% | $0.68 |
 PSON.L | 0.07% | 2.57% | $0.23 |
 AZN | 0.06% | 1.72% | $1.42 |
 BMY.L | 0.06% | 3.18% | - |
 PGR | 0.06% | 6.84% | $1.15 |
 HLN | 0.05% | 1.79% | $0.15 |
 NG.L | 0.04% | 2.41% | $0.57 |
 DPZ | 0.04% | 1.8% | $5.44 |
 DPLM.L | 0.04% | 1.17% | $0.57 |
 NVO | 0.03% | 2.03% | $0.98 |
 ASML | 0.03% | 0.47% | $5.57 |
 SCT.L | 0.03% | 2.12% | $0.26 |
 MRO.L | 0.03% | 1.02% | $0.05 |
 MSFT | 0.02% | 0.77% | $3 |
 RR.L | 0.02% | 0.84% | - |
 GOOG | 0.02% | 0.26% | $0.2 |
 AVGO | 0.02% | 0.72% | $19.7 |
 MA | 0.01% | 0.59% | $2.46 |
 PYPL | 0% | 0.25% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.1/10
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
3.37
3.37
0
1
2
4
4
Jensen's Alpha
174.68
174.68
-2
0
2
175
175
Omega Ratio
2.6
2.6
0
1
1.5
3
3
Treynor Ratio
43.87
43.87
0
0.75
1.25
44
44
Information Ratio
0.87
0.87
0
0.3
0.6
1
1
Calmar Ratio
1.94
1.94
0
0.3
0.6
2
2
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
3.37
3.37
0
1
2
4
4
Jensen's Alpha
174.68
174.68
-2
0
2
175
175
Omega Ratio
2.6
2.6
0
1
1.5
3
3
Treynor Ratio
43.87
43.87
0
0.75
1.25
44
44
Information Ratio
0.87
0.87
0
0.3
0.6
1
1
Calmar Ratio
1.94
1.94
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
33.62
High:
PSTG
184.95PSTGLow:QQ.L
-13.88QQ.LDetails
PEG Ratio
221.42
High:CCC.L
2,316.35CCC.LLow:MRO.L
2.79MRO.LDetails
Price/Book
9.61
High:MA
60.55MALow:DPZ
-3.31DPZDetails
Price/Sales
8.08
High:AVGO
25.45AVGOLow:BME.L
0.3BME.LDetails
Price/CF
21.22
High:MRO.L
94.8MRO.LLow:BP.L
3.59BP.LDetails
Price/FCF
50.08
High:BBOX.L
1,037.23BBOX.LLow:PSON.L
8.21PSON.LDetails
P/E Ratio
33.62
High:PSTG
184.95PSTGLow:QQ.L
-13.88QQ.LDetails
PEG Ratio
221.42
High:CCC.L
2,316.35CCC.LLow:MRO.L
2.79MRO.LDetails
Price/Book
9.61
High:MA
60.55MALow:DPZ
-3.31DPZDetails
Price/Sales
8.08
High:AVGO
25.45AVGOLow:BME.L
0.3BME.LDetails
Price/CF
21.22
High:MRO.L
94.8MRO.LLow:BP.L
3.59BP.LDetails
Price/FCF
50.08
High:BBOX.L
1,037.23BBOX.LLow:PSON.L
8.21PSON.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.95% | Feb 2021 | Dec 2022 | 22 |
-43.91% | Nov 2023 | Mar 2024 | 4 |
-16.92% | Jan 2023 | Apr 2023 | 3 |
-15.84% | Sep 2023 | Oct 2023 | 1 |
-12.62% | Jun 2024 | Jul 2024 | 1 |
-7.89% | Feb 2025 | May 2025 | 3 |
-6.58% | Oct 2025 | - | 4 |
-3.57% | Jun 2023 | Jul 2023 | 1 |
-2.76% | Jul 2025 | Aug 2025 | 1 |
-1.29% | Nov 2024 | Jan 2025 | 2 |