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-3.72%
This Month
+6.95%
Year To Date
+1185.9%
2 Years
+3082.18%
5 Years
+3082.18%
10 Years
+99.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.83%
- 🖥️ Technology Services20.72%
- 🧬 Health Technology7.56%
- 💇♀️ Consumer Services7.15%
- 👥 Copy Trading6.61%
- ⛏️ Energy Minerals6.39%
- 💰 Finance5.64%
- 🧩 Miscellaneous4.99%
- 📦 Distribution Services3.02%
- 💼 Commercial Services2.31%
- ⚡ Utilities1.82%
- 🛍️ Retail Trade1.39%
- 🪙 Cryptocurrencies0.59%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.07%
- 🇺🇸 Nasdaq32.07%
- 🇺🇸 NYSE14.68%
- 🌍 Digital Currency7.18%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom50.97%
- 🇺🇸 United States27.28%
- 🇮🇱 Israel6.51%
- 🇳🇱 Netherlands5.41%
- 🇱🇺 Luxembourg1.39%
- 🇩🇰 Denmark1.27%
Dividends
Dividend Yield
1.82%
25 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BME.L (9.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.34% | 5.36% | $0.23 |
 BBOX.L | 0.26% | 5.2% | $0.07 |
 BA.L | 0.14% | 1.89% | $0.3 |
 TCAP.L | 0.14% | 6.61% | $0.15 |
 BME.L | 0.13% | 9.2% | $0.15 |
 QQ.L | 0.08% | 2.01% | $0.08 |
 CCC.L | 0.08% | 2.55% | $0.68 |
 NG.L | 0.07% | 4.06% | $0.57 |
 PSON.L | 0.07% | 2.46% | $0.23 |
 AZN | 0.06% | 1.81% | $1.42 |
 BMY.L | 0.06% | 3.07% | - |
 HLN | 0.05% | 1.92% | $0.15 |
 DPZ | 0.04% | 1.7% | $5.44 |
 DPLM.L | 0.03% | 1.14% | $0.57 |
 NVO | 0.03% | 2.69% | $0.98 |
 ASML | 0.03% | 0.61% | $5.57 |
 SCT.L | 0.03% | 2% | $0.26 |
 MRO.L | 0.03% | 1.06% | $0.05 |
 RR.L | 0.02% | 0.93% | - |
 MSFT | 0.02% | 0.68% | $3 |
 PGR | 0.02% | 2.26% | $1.15 |
 GOOG | 0.02% | 0.29% | $0.2 |
 AVGO | 0.02% | 0.66% | $19.7 |
 MA | 0.01% | 0.55% | $2.46 |
 PYPL | 0% | 0.21% | - |
Performance Metrics
Score 9.1/10
Beta
0.18
0.18
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
3.47
3.47
0
1
2
4
4
Jensen's Alpha
187.78
187.78
-2
0
2
188
188
Omega Ratio
2.66
2.66
0
1
1.5
3
3
Treynor Ratio
50.79
50.79
0
0.75
1.25
51
51
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
2.08
2.08
0
0.3
0.6
3
3
Beta
0.18
0.18
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
3.47
3.47
0
1
2
4
4
Jensen's Alpha
187.78
187.78
-2
0
2
188
188
Omega Ratio
2.66
2.66
0
1
1.5
3
3
Treynor Ratio
50.79
50.79
0
0.75
1.25
51
51
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
2.08
2.08
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.04
High:
PSTG
221.19PSTGLow:
QQ.L
-13.03QQ.LDetails
PEG Ratio
201.51
High:
CCC.L
2,130.67CCC.LLow:
MRO.L
2.72MRO.LDetails
Price/Book
9.03
High:
MA
62.85MALow:
DPZ
-3.5DPZDetails
Price/Sales
7.57
High:
AVGO
28.34AVGOLow:
BME.L
0.3BME.LDetails
Price/CF
21.42
High:MRO.L
94.8MRO.LLow:
BP.L
3.59BP.LDetails
Price/FCF
50.81
High:
BBOX.L
1,037.23BBOX.LLow:
PSON.L
8.21PSON.LDetails
P/E Ratio
32.04
High:PSTG
221.19PSTGLow:QQ.L
-13.03QQ.LDetails
PEG Ratio
201.51
High:CCC.L
2,130.67CCC.LLow:MRO.L
2.72MRO.LDetails
Price/Book
9.03
High:MA
62.85MALow:DPZ
-3.5DPZDetails
Price/Sales
7.57
High:AVGO
28.34AVGOLow:BME.L
0.3BME.LDetails
Price/CF
21.42
High:MRO.L
94.8MRO.LLow:BP.L
3.59BP.LDetails
Price/FCF
50.81
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 |
-4.65% | Oct 2025 | - | 2 |
-3.57% | Jun 2023 | Jul 2023 | 1 |
-2.76% | Jul 2025 | Aug 2025 | 1 |
-1.29% | Nov 2024 | Jan 2025 | 2 |