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-24.43%
This Month
+31.34%
Year To Date
+779.95%
2 Years
+8061.68%
5 Years
+8061.68%
10 Years
+152.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes7.47%
- 👥 Copy Trading5.25%
- 🌾 Commodities4.04%
- 💵 Cash2.55%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD7.47%
- 🇬🇧 LSE5.17%
- 🌍 Commodity4.04%
- 🇩🇪 Xetra ETFs0.04%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom4.72%
- 🇦🇺 Australia0.12%
Dividends
Dividend Yield
0.31%
1 out of 4 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: MCGINTYE (5.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCGINTYE | 0.31% | 5.94% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BP.L (MCGINTYE) | Pay Day | Jun 26, 2026 | $0.08 |
 HSBA.L (MCGINTYE) | Pay Day | Jun 26, 2026 | $0.10 |
 ULVR.L (MCGINTYE) | Pay Day | Jun 26, 2026 | $0.55 |
 SHEL.L (MCGINTYE) | Pay Day | Jun 29, 2026 | $0.39 |
 BATS.L (MCGINTYE) | Ex-Dividend | Jul 9, 2026 | $0.83 |
 LMP.L (MCGINTYE) | Pay Day | Jul 9, 2026 | $0.04 |
 PSN.L (MCGINTYE) | Pay Day | Jul 10, 2026 | $0.54 |
 SBRY.L (MCGINTYE) | Pay Day | Jul 10, 2026 | $0.13 |
 BLND.L (MCGINTYE) | Pay Day | Jul 24, 2026 | $0.14 |
BATS.L (MCGINTYE) | Pay Day | Aug 14, 2026 | $0.83 |
 IMB.L (MCGINTYE) | Ex-Dividend | Aug 20, 2026 | $0.56 |
IMB.L (MCGINTYE) | Pay Day | Sep 30, 2026 | $0.56 |
Performance Metrics
Score 8.8/10
Beta
2.19
2.19
0
0.8
1.2
0
3
Sharpe Ratio
1.56
1.56
0
0.5
1
2
2
Sortino Ratio
3.46
3.46
0
1
2
4
4
Jensen's Alpha
163.06
163.06
-2
0
2
164
164
Omega Ratio
3.3
3.3
0
1
1.5
4
4
Treynor Ratio
4.59
4.59
0
0.75
1.25
5
5
Information Ratio
1.57
1.57
0
0.3
0.6
2
2
Calmar Ratio
3.23
3.23
0
0.3
0.6
4
4
Beta
2.19
2.19
0
0.8
1.2
0
3
Sharpe Ratio
1.56
1.56
0
0.5
1
2
2
Sortino Ratio
3.46
3.46
0
1
2
4
4
Jensen's Alpha
163.06
163.06
-2
0
2
164
164
Omega Ratio
3.3
3.3
0
1
1.5
4
4
Treynor Ratio
4.59
4.59
0
0.75
1.25
5
5
Information Ratio
1.57
1.57
0
0.3
0.6
2
2
Calmar Ratio
3.23
3.23
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.92% | May 2023 | Mar 2024 | 10 |
-33.17% | Feb 2025 | Jul 2025 | 5 |
-27.4% | Apr 2024 | Aug 2024 | 4 |
-27.09% | Apr 2022 | Jul 2022 | 3 |
-24.43% | Jun 2026 | - | 1 |
-23.67% | Nov 2021 | Dec 2021 | 1 |
-18.99% | Dec 2022 | Jan 2023 | 1 |
-10.71% | Mar 2026 | Apr 2026 | 1 |
-5.07% | Sep 2022 | Oct 2022 | 1 |