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+1.57%
This Month
+5.02%
Year To Date
+1265.52%
2 Years
+3024.74%
5 Years
+3024.74%
10 Years
+106.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.37%
- 🖥️ Technology Services20.21%
- 💇♀️ Consumer Services7.96%
- 🧬 Health Technology7.94%
- 👥 Copy Trading7.48%
- 💰 Finance6.49%
- ⛏️ Energy Minerals6.22%
- 🧩 Miscellaneous4.78%
- 📦 Distribution Services3.26%
- 🍞 Consumer Non Durables2.95%
- 💼 Commercial Services2.49%
- 🛍️ Retail Trade2.12%
- ⚡ Utilities1.72%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.56%
- 🇺🇸 Nasdaq32.25%
- 🇺🇸 NYSE13.72%
- 🌍 Digital Currency7.46%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom50.8%
- 🇺🇸 United States24.64%
- 🇮🇱 Israel7.48%
- 🇳🇱 Netherlands4.09%
- 🇱🇺 Luxembourg2.12%
- 🇨🇦 Canada1.82%
- 🇩🇰 Denmark1.57%
Dividends
Dividend Yield
1.92%
24 out of 30 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $BME.L (6.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.36% | 5.83% | $0.23 |
 BBOX.L | 0.27% | 5.69% | $0.07 |
 BA.L | 0.15% | 1.98% | $0.3 |
 TCAP.L | 0.15% | 5.83% | $0.15 |
 BME.L | 0.14% | 6.4% | $0.15 |
 QQ.L | 0.09% | 1.89% | $0.08 |
 CCC.L | 0.08% | 2.99% | $0.68 |
 NG.L | 0.08% | 4.49% | $0.57 |
 PSON.L | 0.08% | 2.25% | $0.23 |
 AZN | 0.06% | 1.94% | $1.42 |
 BMY.L | 0.06% | 3.14% | - |
 HLN | 0.06% | 1.86% | $0.15 |
 DGE.L | 0.04% | 3.75% | $0.81 |
 DPZ | 0.04% | 1.49% | $5.44 |
 DPLM.L | 0.04% | 1.12% | $0.57 |
 NVO | 0.04% | 2.27% | $0.98 |
 ASML | 0.03% | 0.82% | $5.57 |
 MRO.L | 0.03% | 1.09% | $0.05 |
 SCT.L | 0.03% | 1.75% | $0.26 |
 MSFT | 0.02% | 0.65% | $3 |
 PGR | 0.02% | 1.96% | $1.15 |
 GOOG | 0.02% | 0.41% | $0.2 |
 AVGO | 0.02% | 0.78% | $19.7 |
 MA | 0.01% | 0.5% | $2.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
BBOX.L | Pay Day | Sep 5, 2025 | $0.02 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
AZN | Pay Day | Sep 8, 2025 | $0.52 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MRO.L | Pay Day | Sep 15, 2025 | $0.03 |
PSON.L | Pay Day | Sep 15, 2025 | $0.08 |
DPZ | Ex-Dividend | Sep 15, 2025 | $1.74 |
DPZ | Pay Day | Sep 30, 2025 | $1.74 |
PGR | Ex-Dividend | Oct 2, 2025 | $0.10 |
TCAP.L | Ex-Dividend | Oct 2, 2025 | $0.07 |
PGR | Pay Day | Oct 10, 2025 | $0.10 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
TCAP.L | Pay Day | Nov 7, 2025 | $0.07 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
Performance Metrics
Score 9.1/10
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
3.53
3.53
0
1
2
4
4
Jensen's Alpha
199.86
199.86
-2
0
2
200
200
Omega Ratio
2.68
2.68
0
1
1.5
3
3
Treynor Ratio
45.1
45.1
0
0.75
1.25
46
46
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
2.17
2.17
0
0.3
0.6
3
3
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
3.53
3.53
0
1
2
4
4
Jensen's Alpha
199.86
199.86
-2
0
2
200
200
Omega Ratio
2.68
2.68
0
1
1.5
3
3
Treynor Ratio
45.1
45.1
0
0.75
1.25
46
46
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
2.17
2.17
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.75
High:
BP.L
161.85BP.LLow:
QQ.L
-14.34QQ.LDetails
PEG Ratio
170.6
High:
AVGO
796.66AVGOLow:
MRO.L
2.64MRO.LDetails
Price/Book
8.25
High:
MA
67.39MALow:
DPZ
-3.8DPZDetails
Price/Sales
6.66
High:AVGO
25.87AVGOLow:
CCC.L
0.37CCC.LDetails
Price/CF
19.9
High:MRO.L
94.8MRO.LLow:BP.L
3.22BP.LDetails
Price/FCF
49.1
High:
BBOX.L
1,037.23BBOX.LLow:CCC.L
7.11CCC.LDetails
P/E Ratio
30.75
High:BP.L
161.85BP.LLow:QQ.L
-14.34QQ.LDetails
PEG Ratio
170.6
High:AVGO
796.66AVGOLow:MRO.L
2.64MRO.LDetails
Price/Book
8.25
High:MA
67.39MALow:DPZ
-3.8DPZDetails
Price/Sales
6.66
High:AVGO
25.87AVGOLow:CCC.L
0.37CCC.LDetails
Price/CF
19.9
High:MRO.L
94.8MRO.LLow:BP.L
3.22BP.LDetails
Price/FCF
49.1
High:BBOX.L
1,037.23BBOX.LLow:CCC.L
7.11CCC.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 |
-3.57% | Jun 2023 | Jul 2023 | 1 |
-2.76% | Jul 2025 | - | 2 |
-1.29% | Nov 2024 | Jan 2025 | 2 |