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+16.35%
This Month
+11.05%
Year To Date
+82.96%
2 Years
+121.3%
5 Years
+109.09%
10 Years
+10.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology65.46%
- 🖥️ Technology Services8.95%
- 🚗 Consumer Durables5.19%
- 💰 Finance3.87%
- 🛠️ Producer Manufacturing3.43%
- 💼 Commercial Services1.96%
- 💇♀️ Consumer Services1.79%
- 🪙 Cryptocurrencies1.76%
- 🍞 Consumer Non Durables1.56%
- 🛍️ Retail Trade1.47%
- 👥 Copy Trading1.4%
- 🧬 Health Technology0.92%
- 📦 Distribution Services0.83%
- 🧪 Process Industries0.76%
- 💵 Cash0.35%
- 📡 Communications0.19%
- 📊 ETFs0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.32%
- 🇬🇧 LSE27.9%
- 🇺🇸 NYSE18.57%
- 🌍 Digital Currency1.76%
- 🇮🇹 Borsa Italiana0.76%
- 🇩🇪 FRA0.23%
- 🇺🇸 Chicago Board Options Exchange0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.87%
- 🇬🇧 United Kingdom27.9%
- 🇪🇸 Spain1.05%
- 🇮🇹 Italy0.76%
- 🇨🇳 China0.73%
- 🇮🇪 Ireland0.6%
- 🇮🇱 Israel0.33%
- 🇩🇪 Germany0.23%
- 🇯🇵 Japan0.22%
- 🇨🇦 Canada0.1%
Dividends
Dividend Yield
0.59%
31 out of 63 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $KHC (7.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RR.L | 0.19% | 0.75% | - |
 AV.L | 0.05% | 6.16% | $0.33 |
 MS | 0.04% | 2.06% | $3.4 |
 QCOM | 0.03% | 2.55% | $3.25 |
 DELL | 0.03% | 1.07% | $1.63 |
 LSEG.L | 0.03% | 1.6% | $1.15 |
 TAP | 0.03% | 4.28% | $1.7 |
 SON | 0.02% | 3.74% | $2.05 |
 F | 0.02% | 4.68% | $0.78 |
 KHC | 0.02% | 7.21% | $1.6 |
 SAN | 0.02% | 1.59% | $0.13 |
 PAH3.DE | 0.01% | 5.8% | $2.56 |
 LRCX | 0.01% | 0.38% | $8 |
 DGE.L | 0.01% | 4.12% | $0.81 |
 MU | 0.01% | 0.11% | $0.46 |
 JKS | 0.01% | 5.96% | $1.48 |
 INTU | 0.01% | 1.07% | $3.6 |
 LDO.MI | 0.01% | 1.09% | $0.28 |
 PSN.L | 0.01% | 5.18% | $0.6 |
 ALLY | 0.01% | 2.59% | $1.2 |
 MRVL | 0.01% | 0.16% | $0.24 |
 META | 0% | 0.31% | $1 |
 WDC | 0% | 0.12% | - |
 Magnificent-7 | 0% | 0.27% | - |
 MMS | 0% | 1.75% | $1.18 |
 NVDA | 0% | 0.02% | $0.02 |
 JACK | 0% | 3.45% | $1.76 |
 KRO | 0% | 3.16% | $0.76 |
 GE | 0% | 0.51% | $0.44 |
 JD.L | 0% | 1.31% | $0.01 |
 SONY | 0% | 0.49% | $0.49 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
GE | Pay Day | Apr 27, 2026 | $0.47 |
MS | Ex-Dividend | Apr 30, 2026 | $1.00 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
ALLY | Ex-Dividend | May 1, 2026 | $0.30 |
DELL | Pay Day | May 1, 2026 | $0.63 |
SAN | Ex-Dividend | May 4, 2026 | $0.15 |
SAN | Pay Day | May 8, 2026 | $0.15 |
SON | Ex-Dividend | May 8, 2026 | $0.54 |
AV.L | Pay Day | May 14, 2026 | $0.35 |
ALLY | Pay Day | May 15, 2026 | $0.30 |
MS | Pay Day | May 15, 2026 | $1.00 |
MMS | Ex-Dividend | May 15, 2026 | $0.33 |
LSEG.L | Pay Day | May 20, 2026 | $1.39 |
 MSFT (Magnificent-7) | Ex-Dividend | May 21, 2026 | $0.91 |
MMS | Pay Day | Jun 1, 2026 | $0.33 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
DGE.L | Pay Day | Jun 4, 2026 | $0.20 |
SON | Pay Day | Jun 10, 2026 | $0.54 |
MSFT (Magnificent-7) | Pay Day | Jun 11, 2026 | $0.91 |
PSN.L | Ex-Dividend | Jun 18, 2026 | $0.54 |
LDO.MI | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI | Pay Day | Jun 24, 2026 | $0.73 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
Performance Metrics
Score 5.4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
7.26
7.26
-2
0
2
8
8
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
7.26
7.26
-2
0
2
8
8
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.6
High:
TWLO
738.81TWLOLow:
CRWD
-573.06CRWDDetails
PEG Ratio
46.43
High:TWLO
549.35TWLOLow:
MDB
-586.32MDBDetails
Price/Book
20.43
High:RR.L
39.1RR.LLow:DELL
-51.88DELLDetails
Price/Sales
14.33
High:NVDA
22.86NVDALow:JKS
0.12JKSDetails
Price/CF
34.46
High:KRO
203.32KROLow:
LUMN
1.63LUMNDetails
Price/FCF
50.98
High:PSN.L
260.93PSN.LLow:JD.L
5.39JD.LDetails
P/E Ratio
38.6
High:TWLO
738.81TWLOLow:CRWD
-573.06CRWDDetails
PEG Ratio
46.43
High:TWLO
549.35TWLOLow:MDB
-586.32MDBDetails
Price/Book
20.43
High:RR.L
39.1RR.LLow:DELL
-51.88DELLDetails
Price/Sales
14.33
High:NVDA
22.86NVDALow:JKS
0.12JKSDetails
Price/CF
34.46
High:KRO
203.32KROLow:LUMN
1.63LUMNDetails
Price/FCF
50.98
High:PSN.L
260.93PSN.LLow:JD.L
5.39JD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.42% | May 2018 | Jun 2021 | 37 |
-44.39% | Mar 2018 | Apr 2018 | 1 |
-34.01% | Dec 2021 | Dec 2023 | 24 |
-9.26% | Mar 2026 | Apr 2026 | 1 |
-8.68% | Feb 2025 | May 2025 | 3 |
-7.48% | Jul 2021 | Oct 2021 | 3 |
-6.98% | Nov 2025 | Feb 2026 | 3 |
-3.82% | Apr 2024 | May 2024 | 1 |
-2.39% | Dec 2024 | Jan 2025 | 1 |
-1.1% | Jan 2024 | Feb 2024 | 1 |
-1.1% | Oct 2024 | Nov 2024 | 1 |