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+0.38%
Today
+0.38%
This Month
+6.74%
Year To Date
+1445.27%
2 Years
+3075.93%
5 Years
+109.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.17%
- 🖥️ Technology Services21.02%
- 🧬 Health Technology8.11%
- 💇♀️ Consumer Services7.9%
- 👥 Copy Trading6.6%
- 💰 Finance6.27%
- ⛏️ Energy Minerals5.63%
- 🧩 Miscellaneous4.96%
- 🍞 Consumer Non Durables3.28%
- 📦 Distribution Services2.92%
- 💼 Commercial Services2.73%
- 🛍️ Retail Trade2.49%
- ⚡ Utilities1.71%
- 💵 Cash0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.1%
- 🇺🇸 Nasdaq33.42%
- 🇺🇸 NYSE13.66%
- 🌍 Digital Currency6.59%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom49.73%
- 🇺🇸 United States23.34%
- 🇮🇱 Israel9.03%
- 🇳🇱 Netherlands4.35%
- 🇱🇺 Luxembourg2.49%
- 🇨🇦 Canada2.25%
- 🇩🇰 Denmark1.98%
Dividends
Dividend Yield
1.88%
24 out of 30 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BP.L (6.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BP.L | 0.36% | 6.46% | $0.23 |
 BBOX.L | 0.27% | 5.39% | $0.07 |
 TCAP.L | 0.14% | 5.83% | $0.15 |
 BA.L | 0.14% | 1.78% | $0.3 |
 BME.L | 0.13% | 5.39% | $0.15 |
 QQ.L | 0.09% | 1.79% | $0.08 |
 CCC.L | 0.08% | 3.12% | $0.68 |
 NG.L | 0.08% | 4.51% | $0.57 |
 PSON.L | 0.07% | 2.23% | $0.23 |
 AZN | 0.06% | 2.14% | $1.42 |
 BMY.L | 0.06% | 3.15% | - |
 HLN | 0.05% | 1.73% | $0.15 |
 DGE.L | 0.04% | 4.13% | $0.81 |
 DPZ | 0.04% | 1.43% | $5.44 |
 DPLM.L | 0.04% | 1.24% | $0.57 |
 NVO | 0.03% | 1.69% | $0.98 |
 ASML | 0.03% | 0.74% | $5.57 |
 SCT.L | 0.03% | 1.67% | $0.26 |
 MRO.L | 0.03% | 1.15% | $0.05 |
 MSFT | 0.02% | 0.68% | $3 |
 PGR | 0.02% | 1.9% | $1.15 |
 GOOG | 0.02% | 0.45% | $0.2 |
 AVGO | 0.02% | 0.85% | $19.7 |
 MA | 0.01% | 0.52% | $2.46 |
Performance Metrics
Score 9.1/10
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
3.58
3.58
0
1
2
4
4
Jensen's Alpha
207.1
207.1
-2
0
2
208
208
Omega Ratio
2.74
2.74
0
1
1.5
3
3
Treynor Ratio
40.32
40.32
0
0.75
1.25
41
41
Information Ratio
0.94
0.94
0
0.3
0.6
1
1
Calmar Ratio
2.25
2.25
0
0.3
0.6
3
3
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
3.58
3.58
0
1
2
4
4
Jensen's Alpha
207.1
207.1
-2
0
2
208
208
Omega Ratio
2.74
2.74
0
1
1.5
3
3
Treynor Ratio
40.32
40.32
0
0.75
1.25
41
41
Information Ratio
0.94
0.94
0
0.3
0.6
1
1
Calmar Ratio
2.25
2.25
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.45
High:
PSTG
150.7PSTGLow:
MRO.L
-140.85MRO.LDetails
PEG Ratio
191.08
High:
AVGO
703.23AVGOLow:
BBOX.L
1.75BBOX.LDetails
Price/Book
8.07
High:
MA
76.6MALow:
DPZ
-3.97DPZDetails
Price/Sales
6.37
High:AVGO
22.83AVGOLow:
CCC.L
0.36CCC.LDetails
Price/CF
17.53
High:MRO.L
94.8MRO.LLow:
BP.L
3.57BP.LDetails
Price/FCF
39.7
High:BBOX.L
1,037.23BBOX.LLow:
TCAP.L
7.07TCAP.LDetails
P/E Ratio
30.45
High:PSTG
150.7PSTGLow:MRO.L
-140.85MRO.LDetails
PEG Ratio
191.08
High:AVGO
703.23AVGOLow:BBOX.L
1.75BBOX.LDetails
Price/Book
8.07
High:MA
76.6MALow:DPZ
-3.97DPZDetails
Price/Sales
6.37
High:AVGO
22.83AVGOLow:CCC.L
0.36CCC.LDetails
Price/CF
17.53
High:MRO.L
94.8MRO.LLow:BP.L
3.57BP.LDetails
Price/FCF
39.7
High:BBOX.L
1,037.23BBOX.LLow:TCAP.L
7.07TCAP.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 |
-1.29% | Nov 2024 | Jan 2025 | 2 |