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+0%
Today
+3.74%
This Month
+13.38%
Year To Date
+33.11%
2 Years
+33.11%
5 Years
+17.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.89%
- 💰 Finance22.17%
- 💻 Electronic Technology12.02%
- 🛍️ Retail Trade8.38%
- 💵 Cash7.67%
- 🧬 Health Technology7.47%
- 👥 Copy Trading6.62%
- 💼 Commercial Services3.7%
- 🪨 Non Energy Minerals2.87%
- 📡 Communications1.56%
- 🍞 Consumer Non Durables1.32%
- ⛏️ Energy Minerals1.23%
- ⚡ Utilities0.78%
- 🛠️ Producer Manufacturing0.61%
- 🪙 Cryptocurrencies0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.57%
- 🇺🇸 NYSE32.21%
- 🇬🇧 LSE23.82%
- 🇫🇷 Euronext Paris1.23%
- 🇩🇰 Copenhagen Stock Exchange1.16%
- 🇮🇹 Borsa Italiana0.78%
- 🌍 Digital Currency0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.13%
- 🇬🇧 United Kingdom23.96%
- 🇭🇰 Hong Kong4.25%
- 🇲🇽 Mexico2.87%
- 🇸🇬 Singapore2.55%
- 🇺🇾 Uruguay2.19%
- 🇹🇼 Taiwan2.17%
- 🇨🇦 Canada2.01%
- 🇮🇱 Israel1.9%
- 🇫🇷 France1.23%
- 🇩🇰 Denmark1.16%
- 🇧🇷 Brazil1.13%
- 🇧🇲 Bermuda0.78%
- 🇳🇱 Netherlands0.78%
- 🇨🇴 Colombia0.66%
Dividends
Dividend Yield
1.64%
24 out of 49 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $ABDN.L (7.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 0.23% | 3.47% | - |
 ABDN.L | 0.18% | 7.99% | $0.15 |
 AGR.L | 0.17% | 6.94% | $0.03 |
 AV.L | 0.17% | 5.73% | $0.33 |
 NWG.L | 0.14% | 4.08% | $0.17 |
 LLOY.L | 0.11% | 4.13% | $0.03 |
 JNJ | 0.09% | 3.24% | $4.81 |
 VOD.L | 0.08% | 5.16% | $0.08 |
 KGF.L | 0.08% | 4.49% | $0.12 |
 TTE.PA | 0.08% | 6.17% | $3.06 |
 FRES.L | 0.05% | 1.85% | $0.05 |
 ABF.L | 0.04% | 3.06% | $0.54 |
 BIP | 0.04% | 4.98% | $0.41 |
 NOVO-B.CO | 0.03% | 2.32% | $9.4 |
 RELX | 0.03% | 1.49% | $0.75 |
 TSM | 0.02% | 1.1% | $1.74 |
 MSFT | 0.02% | 0.69% | $3 |
 LLY | 0.02% | 0.73% | $4.86 |
 V | 0.02% | 0.62% | $2.01 |
 AAPL | 0.01% | 0.5% | $0.97 |
 STMMI.MI | 0.01% | 1.26% | $0.28 |
 COST | 0.01% | 0.47% | $19.22 |
 MA | 0.01% | 0.48% | $2.46 |
 META | 0.01% | 0.29% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
RELX | Pay Day | Jun 25, 2025 | $0.56 |
META | Pay Day | Jun 26, 2025 | $0.52 |
KGF.L | Pay Day | Jun 30, 2025 | $0.10 |
BIP | Pay Day | Jun 30, 2025 | $0.43 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
ABF.L | Pay Day | Jul 4, 2025 | $0.28 |
AGR.L | Pay Day | Jul 9, 2025 | $0.01 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
VOD.L | Pay Day | Aug 1, 2025 | $0.02 |
Performance Metrics
Score 4.3/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
-2.88
-2.88
-3
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
2.02
2.02
0
0.3
0.6
3
3
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
-2.88
-2.88
-3
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
2.02
2.02
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.85
High:
RDDT
187.64RDDTLow:
BIP
-1,279.01BIPDetails
PEG Ratio
-47.61
High:
COST
618.2COSTLow:
ZS
-2,423.89ZSDetails
Price/Book
10.94
High:
MA
80.5MALow:
DOCN
-12.39DOCNDetails
Price/Sales
7.72
High:
RXRX
36.98RXRXLow:
KGF.L
0.39KGF.LDetails
Price/CF
21.7
High:
ARM
286.48ARMLow:
VOD.L
1.55VOD.LDetails
Price/FCF
44.55
High:ARM
638.94ARMLow:
AV.L
2.08AV.LDetails
P/E Ratio
33.85
High:RDDT
187.64RDDTLow:BIP
-1,279.01BIPDetails
PEG Ratio
-47.61
High:COST
618.2COSTLow:ZS
-2,423.89ZSDetails
Price/Book
10.94
High:MA
80.5MALow:DOCN
-12.39DOCNDetails
Price/Sales
7.72
High:RXRX
36.98RXRXLow:KGF.L
0.39KGF.LDetails
Price/CF
21.7
High:ARM
286.48ARMLow:VOD.L
1.55VOD.LDetails
Price/FCF
44.55
High:ARM
638.94ARMLow:AV.L
2.08AV.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.97% | Mar 2025 | Jun 2025 | 3 |
-7.73% | Mar 2024 | Sep 2024 | 6 |
-4.59% | Dec 2024 | Jan 2025 | 1 |
-4.27% | Jan 2024 | Feb 2024 | 1 |
-1.09% | Oct 2024 | Nov 2024 | 1 |