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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
- 📈 Indexes7.52%
- 🌾 Commodities3.6%
- 💵 Cash2.48%
- 💰 Finance2.33%
- 🚗 Consumer Durables0.87%
- ⛏️ Energy Minerals0.62%
- 🍞 Consumer Non Durables0.45%
- 🧩 Miscellaneous0.41%
- 🛍️ Retail Trade0.35%
- 🪨 Non Energy Minerals0.28%
- 📊 ETFs0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD7.52%
- 🇬🇧 LSE5.27%
- 🌍 Commodity3.6%
- 🇩🇪 Xetra ETFs0.04%
- 🇦🇺 Sydney0.03%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom4.81%
- 🇦🇺 Australia0.12%
Dividends
Dividend Yield
0.32%
33 out of 38 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TW.L | 0.05% | 11.96% | $0.1 |
 PHP.L | 0.03% | 7.89% | $0.06 |
 BTRW.L | 0.02% | 6.52% | $0.28 |
 LGEN.L | 0.02% | 8.03% | $0.2 |
 BATS.L | 0.02% | 5.65% | $2.36 |
 HBR.L | 0.02% | 7.24% | $0.2 |
 ADM.L | 0.01% | 6.19% | $1.03 |
 ASHM.L | 0.01% | 8.36% | $0.17 |
 LLOY.L | 0.01% | 3.64% | $0.03 |
 BP.L | 0.01% | 4.58% | $0.23 |
 BME.L | 0.01% | 4.61% | $0.15 |
 BLND.L | 0.01% | 5.73% | $0.23 |
 NWG.L | 0.01% | 5.41% | $0.17 |
 SDLF.L | 0.01% | 7.29% | $0.53 |
 LMP.L | 0.01% | 6.87% | $0.1 |
 ABDN.L | 0.01% | 6.08% | $0.15 |
 AV.L | 0.01% | 6.49% | $0.33 |
 PSN.L | 0.01% | 5.53% | $0.6 |
 SBRY.L | 0.01% | 4.54% | $0.13 |
 RIO.L | 0.01% | 3.86% | $3.41 |
 SHEL.L | 0% | 3.42% | $0.8 |
 LQDE.L | 0% | 3.69% | - |
 HSBA.L | 0% | 4.11% | $0.49 |
 BHP.L | 0% | 2.98% | $1.26 |
 EVR.L | 0% | 17.85% | - |
 IMB.L | 0% | 6.01% | $1.49 |
 BBOX.L | 0% | 5.51% | $0.07 |
 FMG.ASX | 0% | 5.94% | $2.08 |
 PZC.L | 0% | 4.07% | $0.05 |
 BARC.L | 0% | 1.87% | $0.08 |
 EMG.L | 0% | 4.32% | $0.13 |
 ULVR.L | 0% | 4.08% | $1.47 |
 ISF.L | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
HSBA.L | Pay Day | Jun 26, 2026 | $0.10 |
ULVR.L | Pay Day | Jun 26, 2026 | $0.55 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
BATS.L | Ex-Dividend | Jul 9, 2026 | $0.83 |
LMP.L | Pay Day | Jul 9, 2026 | $0.04 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
SBRY.L | Pay Day | Jul 10, 2026 | $0.13 |
BLND.L | Pay Day | Jul 24, 2026 | $0.14 |
BATS.L | Pay Day | Aug 14, 2026 | $0.83 |
IMB.L | Ex-Dividend | Aug 20, 2026 | $0.56 |
IMB.L | 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
15.24
High:BP.L
36.22BP.LLow:PZC.L
-73.53PZC.LDetails
PEG Ratio
41.03
High:HSBA.L
206.87HSBA.LLow:PZC.L
-281.57PZC.LDetails
Price/Book
1.76
High:SDLF.L
31.13SDLF.LLow:BTRW.L
0.48BTRW.LDetails
Price/Sales
1.32
High:PHP.L
9.18PHP.LLow:SBRY.L
0.2SBRY.LDetails
Price/CF
6.67
High:PSN.L
153.98PSN.LLow:HBR.L
1.35HBR.LDetails
Price/FCF
16.84
High:PHP.L
436.81PHP.LLow:SDLF.L
2.24SDLF.LDetails
P/E Ratio
15.24
High:BP.L
36.22BP.LLow:PZC.L
-73.53PZC.LDetails
PEG Ratio
41.03
High:HSBA.L
206.87HSBA.LLow:PZC.L
-281.57PZC.LDetails
Price/Book
1.76
High:SDLF.L
31.13SDLF.LLow:BTRW.L
0.48BTRW.LDetails
Price/Sales
1.32
High:PHP.L
9.18PHP.LLow:SBRY.L
0.2SBRY.LDetails
Price/CF
6.67
High:PSN.L
153.98PSN.LLow:HBR.L
1.35HBR.LDetails
Price/FCF
16.84
High:PHP.L
436.81PHP.LLow:SDLF.L
2.24SDLF.LDetails
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 |