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-0.7%
This Month
+4.08%
Year To Date
+1239.73%
2 Years
+3031.01%
5 Years
+2996.56%
10 Years
+96.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.42%
- 🖥️ Technology Services21.47%
- 🧬 Health Technology8.06%
- 💇♀️ Consumer Services7.48%
- ⛏️ Energy Minerals6.75%
- 👥 Copy Trading5.98%
- 💰 Finance5.8%
- 🧩 Miscellaneous5.05%
- 📦 Distribution Services3.26%
- 💼 Commercial Services2.21%
- ⚡ Utilities1.85%
- 💵 Cash1.79%
- 🛍️ Retail Trade1.47%
- 🪙 Cryptocurrencies0.53%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE44.4%
- 🇺🇸 Nasdaq33.64%
- 🇺🇸 NYSE13.78%
- 🌍 Digital Currency6.49%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom49.62%
- 🇺🇸 United States27.49%
- 🇳🇱 Netherlands6.08%
- 🇮🇱 Israel5.8%
- 🇱🇺 Luxembourg1.47%
- 🇩🇰 Denmark1.37%
Dividends
Dividend Yield
1.84%
24 out of 29 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BME.L (8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.36% | 5.28% | $0.23 |
 BBOX.L | 0.27% | 5.34% | $0.07 |
 TCAP.L | 0.15% | 6.64% | $0.15 |
 BA.L | 0.14% | 2.03% | $0.3 |
 BME.L | 0.12% | 8% | $0.15 |
 QQ.L | 0.09% | 2.19% | $0.08 |
 CCC.L | 0.08% | 2.32% | $0.68 |
 NG.L | 0.08% | 4.14% | $0.57 |
 PSON.L | 0.07% | 2.44% | $0.23 |
 AZN | 0.06% | 1.71% | $1.42 |
 BMY.L | 0.06% | 3.13% | - |
 HLN | 0.06% | 1.91% | $0.15 |
 DPZ | 0.04% | 1.62% | $5.44 |
 DPLM.L | 0.04% | 1.14% | $0.57 |
 NVO | 0.04% | 2.57% | $0.98 |
 ASML | 0.03% | 0.56% | $5.57 |
 SCT.L | 0.03% | 1.97% | $0.26 |
 MRO.L | 0.03% | 1.1% | $0.05 |
 MSFT | 0.02% | 0.73% | $3 |
 PGR | 0.02% | 2.16% | $1.15 |
 GOOG | 0.02% | 0.26% | $0.2 |
 AVGO | 0.02% | 0.62% | $19.7 |
 MA | 0.01% | 0.56% | $2.46 |
 PYPL | 0.01% | 0.23% | - |
Performance Metrics
Score 9.1/10
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
3.4
3.4
0
1
2
4
4
Jensen's Alpha
179.48
179.48
-2
0
2
180
180
Omega Ratio
2.61
2.61
0
1
1.5
3
3
Treynor Ratio
45.63
45.63
0
0.75
1.25
46
46
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
1.98
1.98
0
0.3
0.6
2
2
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
3.4
3.4
0
1
2
4
4
Jensen's Alpha
179.48
179.48
-2
0
2
180
180
Omega Ratio
2.61
2.61
0
1
1.5
3
3
Treynor Ratio
45.63
45.63
0
0.75
1.25
46
46
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
1.98
1.98
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.55
High:
PSTG
181.04PSTGLow:
QQ.L
-10.75QQ.LDetails
PEG Ratio
222.7
High:
CCC.L
2,300.1CCC.LLow:
MRO.L
2.55MRO.LDetails
Price/Book
9.68
High:
MA
63.05MALow:
DPZ
-3.68DPZDetails
Price/Sales
8.23
High:
AVGO
30.87AVGOLow:
BME.L
0.29BME.LDetails
Price/CF
21.31
High:PSTG
105.16PSTGLow:
BP.L
3.59BP.LDetails
Price/FCF
50.75
High:
BBOX.L
1,037.23BBOX.LLow:
PSON.L
8.21PSON.LDetails
P/E Ratio
34.55
High:PSTG
181.04PSTGLow:QQ.L
-10.75QQ.LDetails
PEG Ratio
222.7
High:CCC.L
2,300.1CCC.LLow:MRO.L
2.55MRO.LDetails
Price/Book
9.68
High:MA
63.05MALow:DPZ
-3.68DPZDetails
Price/Sales
8.23
High:AVGO
30.87AVGOLow:BME.L
0.29BME.LDetails
Price/CF
21.31
High:PSTG
105.16PSTGLow:BP.L
3.59BP.LDetails
Price/FCF
50.75
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 |
-7.22% | Oct 2025 | - | 3 |
-3.57% | Jun 2023 | Jul 2023 | 1 |
-2.76% | Jul 2025 | Aug 2025 | 1 |
-1.29% | Nov 2024 | Jan 2025 | 2 |