Effective portfolio of nadeem

Instrument	Portfolio Yield	Company Yield	Per Share
SHEL.L	0.1%	3.42%	$0.8
BA.L	0.03%	1.87%	$0.3
QCOM	0.02%	1.52%	$3.25
MSFT	0.02%	0.83%	$3
XOM	0.02%	2.68%	$3.76
ACN	0.02%	3.55%	$4.99
HWDN.L	0.01%	2.77%	$0.21
CCI	0.01%	4.56%	$6.26
AAPL	0.01%	0.34%	$0.97
NOK	0.01%	0.72%	$0.1
RMV.L	0.01%	2.37%	$0.09
LRCX	0.01%	0.32%	$8
DIS	0.01%	1.51%	$0.75
UI	0.01%	0.55%	$2.4
AMAT	0.01%	0.4%	$1.44
TSM	0.01%	0.69%	$1.74
NKE	0.01%	3.76%	$1.45
GOOG	0.01%	0.23%	$0.2
MA	0.01%	0.68%	$2.46
FEVR.L	0%	2.24%	$0.17
CRM	0%	0.9%	$0.4
META	0%	0.34%	$1
TER	0%	0.13%	$0.46
PAYC	0%	1.11%	$1.5
PYPL	0%	1.01%	-
BP.L	0%	4.58%	$0.23

Next Dividends

Stock	Type	Date	Pay Per Share
LRCX	Ex-Dividend	Jun 17, 2026	$0.26
META	Pay Day	Jun 25, 2026	$0.53
PYPL	Pay Day	Jun 25, 2026	$0.14
QCOM	Pay Day	Jun 25, 2026	$0.92
BP.L	Pay Day	Jun 26, 2026	$0.08
SHEL.L	Pay Day	Jun 29, 2026	$0.39
DIS	Ex-Dividend	Jun 30, 2026	$0.75
CCI	Pay Day	Jun 30, 2026	$1.06
NKE	Pay Day	Jul 1, 2026	$0.41
CRM	Pay Day	Jul 2, 2026	$0.44
LRCX	Pay Day	Jul 8, 2026	$0.26
TSM	Pay Day	Jul 9, 2026	$0.95
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 4.4/10

Beta

0.89

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.63

Jensen's Alpha

-0.35

-2

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

0.92

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Beta

0.89

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.63

Jensen's Alpha

-0.35

-2

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

0.92

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.44

High:

ARM

464.84

Low:

HIMS

-342

Details

PEG Ratio

492.43

High:

ARM

3,592.02

Low:

SNAP

-104.6

Details

Price/Book

10.21

High:

EDIT

66.39

Low:

WIX

-28.86

Details

Price/Sales

7.57

High:

ARM

85.41

Low:

0.46

Details

Price/CF

19.88

High:

EDIT

432.15

Low:

TDOC

3.44

Details

Price/FCF

49.18

High:

NKE

947.69

Low:

TDOC

3.54

Details

P/E Ratio

31.44

High:

ARM

464.84

Low:

HIMS

-342

Details

PEG Ratio

492.43

High:

ARM

3,592.02

Low:

SNAP

-104.6

Details

Price/Book

10.21

High:

EDIT

66.39

Low:

WIX

-28.86

Details

Worst Drawdowns

Depth	Start	End	Total months
-39.91%	Nov 2021	Sep 2025	46
-39.52%	Feb 2018	Mar 2021	37
-11.28%	Sep 2017	Nov 2017	2
-4.88%	Sep 2021	Oct 2021	1
-4.75%	Nov 2025	Apr 2026	5
-4.53%	May 2021	Aug 2021	3
-1.25%	Jun 2026	-	1

Monthly Performance

nadeem_naz

🇬🇧 Stock and ETF Investor.

1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-1.25%

This Month

+15.68%

Year To Date

+35.19%

2 Years

+29.67%

5 Years

+141%

10 Years

+10.58%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧩 Miscellaneous
28.81%
💻 Electronic Technology
15.69%
🖥️ Technology Services
12.34%
📊 ETFs
5.29%
🛠️ Producer Manufacturing
4.83%
🪙 Cryptocurrencies
4.14%
⛏️ Energy Minerals
3.62%
🛍️ Retail Trade
1.86%
💰 Finance
1.82%
💇‍♀️ Consumer Services
1.42%
🍞 Consumer Non Durables
0.79%
🚚 Transportation
0.71%
🚗 Consumer Durables
0.66%
🧬 Health Technology
0.51%
💼 Commercial Services
0.5%
💵 Cash
0.42%
🏥 Health Services
0.35%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
39.36%
🇺🇸 Nasdaq
28.92%
🇺🇸 NYSE
10.02%
🌍 Digital Currency
4.14%
🇳🇱 Euronext Amsterdam
0.71%
LSE_AIM
0.21%

Countries Breakdown

Country
Total

🇺🇸 United States
32.11%
🇬🇧 United Kingdom
8.28%
🇫🇮 Finland
1.5%
🇹🇼 Taiwan
0.98%
🇨🇦 Canada
0.96%
🇳🇱 Netherlands
0.71%
🇮🇪 Ireland
0.46%
🇮🇱 Israel
0.11%

Dividends

Dividend Yield

0.34%

26 out of 74 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $BP.L (4.58%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHEL.L	0.1%	3.42%	$0.8
BA.L	0.03%	1.87%	$0.3
QCOM	0.02%	1.52%	$3.25
MSFT	0.02%	0.83%	$3
XOM	0.02%	2.68%	$3.76
ACN	0.02%	3.55%	$4.99
HWDN.L	0.01%	2.77%	$0.21
CCI	0.01%	4.56%	$6.26
AAPL	0.01%	0.34%	$0.97
NOK	0.01%	0.72%	$0.1
RMV.L	0.01%	2.37%	$0.09
LRCX	0.01%	0.32%	$8
DIS	0.01%	1.51%	$0.75
UI	0.01%	0.55%	$2.4
AMAT	0.01%	0.4%	$1.44
TSM	0.01%	0.69%	$1.74
NKE	0.01%	3.76%	$1.45
GOOG	0.01%	0.23%	$0.2
MA	0.01%	0.68%	$2.46
FEVR.L	0%	2.24%	$0.17
CRM	0%	0.9%	$0.4
META	0%	0.34%	$1
TER	0%	0.13%	$0.46
PAYC	0%	1.11%	$1.5
PYPL	0%	1.01%	-
BP.L	0%	4.58%	$0.23

Next Dividends

Stock	Type	Date	Pay Per Share
LRCX	Ex-Dividend	Jun 17, 2026	$0.26
META	Pay Day	Jun 25, 2026	$0.53
PYPL	Pay Day	Jun 25, 2026	$0.14
QCOM	Pay Day	Jun 25, 2026	$0.92
BP.L	Pay Day	Jun 26, 2026	$0.08
SHEL.L	Pay Day	Jun 29, 2026	$0.39
DIS	Ex-Dividend	Jun 30, 2026	$0.75
CCI	Pay Day	Jun 30, 2026	$1.06
NKE	Pay Day	Jul 1, 2026	$0.41
CRM	Pay Day	Jul 2, 2026	$0.44
LRCX	Pay Day	Jul 8, 2026	$0.26
TSM	Pay Day	Jul 9, 2026	$0.95
DIS	Pay Day	Jul 22, 2026	$0.75

Performance Metrics

Score 4.4/10

Beta

0.89

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.63

Jensen's Alpha

-0.35

-2

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

0.92

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Beta

0.89

0.8

1.2

Sharpe Ratio

0.4

0.5

1.5

Sortino Ratio

0.63

Jensen's Alpha

-0.35

-2

4.5

Omega Ratio

0.93

1.5

2.5

Treynor Ratio

0.92

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

7.57

High:

ARM

85.41

Low:

0.46

Details

Price/CF

19.88

High:

EDIT

432.15

Low:

TDOC

3.44

Details

Price/FCF

49.18

High:

NKE

947.69

Low:

TDOC

3.54

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-39.91%	Nov 2021	Sep 2025	46
-39.52%	Feb 2018	Mar 2021	37
-11.28%	Sep 2017	Nov 2017	2
-4.88%	Sep 2021	Oct 2021	1
-4.75%	Nov 2025	Apr 2026	5
-4.53%	May 2021	Aug 2021	3
-1.25%	Jun 2026	-	1