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+4.38%
This Month
+33.1%
Year To Date
+702.5%
2 Years
+8170.99%
5 Years
+8170.99%
10 Years
+162.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes4.74%
- 💵 Cash3.37%
- 💰 Finance2.55%
- ⛏️ Energy Minerals0.82%
- 🚗 Consumer Durables0.72%
- 🍞 Consumer Non Durables0.53%
- 🧩 Miscellaneous0.52%
- 🛍️ Retail Trade0.44%
- 🪨 Non Energy Minerals0.32%
- 📊 ETFs0.05%
- 🌾 Commodities0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE5.84%
- 🌍 CFD4.74%
- 🇩🇪 Xetra ETFs0.05%
- 🇦🇺 Sydney0.03%
- 🇺🇸 NYSE0.02%
- 🌍 Commodity0.01%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom4.99%
- 🇱🇺 Luxembourg0.25%
- 🇦🇺 Australia0.13%
- 🇺🇸 United States0.02%
Dividends
Dividend Yield
0.34%
34 out of 39 instruments pay dividend.
6 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 | 0.04% | 10.5% | $0.1 |
 PHP.L | 0.03% | 7.83% | $0.06 |
 BATS.L | 0.02% | 5.69% | $2.36 |
 HBR.L | 0.02% | 6.93% | $0.2 |
 LGEN.L | 0.02% | 8.55% | $0.2 |
 BME.L | 0.02% | 7.67% | $0.15 |
 BTRW.L | 0.02% | 6.5% | $0.28 |
 ADM.L | 0.02% | 6.52% | $1.03 |
 BP.L | 0.01% | 4.27% | $0.23 |
 ASHM.L | 0.01% | 7.61% | $0.17 |
 LLOY.L | 0.01% | 3.76% | $0.03 |
 BLND.L | 0.01% | 6.27% | $0.23 |
 LMP.L | 0.01% | 6.75% | $0.1 |
 PHNX.L | 0.01% | 7.89% | $0.53 |
 NWG.L | 0.01% | 5.61% | $0.17 |
 ABDN.L | 0.01% | 7.36% | $0.15 |
 AV.L | 0.01% | 6.36% | $0.33 |
 SBRY.L | 0.01% | 4.05% | $0.13 |
 RIO.L | 0.01% | 4.22% | $3.41 |
 PSN.L | 0% | 5.51% | $0.6 |
 LQDE.L | 0% | 3.71% | - |
 SHEL.L | 0% | 2.36% | $0.8 |
 HSBA.L | 0% | 4.39% | $0.49 |
 BHP.L | 0% | 3.5% | $1.26 |
 EVR.L | 0% | 17.85% | - |
 IMB.L | 0% | 5.29% | $1.49 |
 PZC.L | 0% | 4.48% | $0.05 |
 FMG.ASX | 0% | 6.02% | $2.08 |
 BARC.L | 0% | 2.11% | $0.08 |
 EMG.L | 0% | 4.93% | $0.13 |
 BBOX.L | 0% | 5.5% | $0.07 |
 O | 0% | 5.24% | $3.09 |
 ULVR.L | 0% | 4.13% | $1.47 |
 ISF.L | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LLOY.L | Ex-Dividend | Apr 9, 2026 | $0.03 |
HBR.L | Ex-Dividend | Apr 9, 2026 | $0.11 |
PHNX.L | Ex-Dividend | Apr 9, 2026 | $0.37 |
EMG.L | Ex-Dividend | Apr 9, 2026 | $0.12 |
PZC.L | Pay Day | Apr 9, 2026 | $0.02 |
ULVR.L | Pay Day | Apr 10, 2026 | $0.64 |
O | Pay Day | Apr 15, 2026 | $0.27 |
RIO.L | Pay Day | Apr 16, 2026 | $2.54 |
LMP.L | Pay Day | Apr 17, 2026 | $0.04 |
HSBA.L | Pay Day | Apr 30, 2026 | $0.45 |
NWG.L | Pay Day | May 5, 2026 | $0.31 |
ABDN.L | Pay Day | May 6, 2026 | $0.10 |
ADM.L | Ex-Dividend | May 7, 2026 | $0.23 |
PHP.L | Pay Day | May 8, 2026 | $0.02 |
AV.L | Pay Day | May 14, 2026 | $0.35 |
BTRW.L | Pay Day | May 15, 2026 | $0.07 |
TW.L | Pay Day | May 15, 2026 | $0.04 |
LLOY.L | Pay Day | May 19, 2026 | $0.03 |
HBR.L | Pay Day | May 20, 2026 | $0.11 |
PHNX.L | Pay Day | May 20, 2026 | $0.37 |
EMG.L | Pay Day | May 20, 2026 | $0.12 |
ADM.L | Pay Day | Jun 5, 2026 | $0.23 |
PSN.L | Ex-Dividend | Jun 18, 2026 | $0.54 |
BATS.L | Ex-Dividend | Jul 9, 2026 | $0.83 |
PSN.L | Pay Day | Jul 10, 2026 | $0.54 |
BATS.L | Pay Day | Aug 14, 2026 | $0.83 |
Performance Metrics
Score 8.8/10
Beta
2.28
2.28
0
0.8
1.2
0
3
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
3.53
3.53
0
1
2
4
4
Jensen's Alpha
173.41
173.41
-2
0
2
174
174
Omega Ratio
3.36
3.36
0
1
1.5
4
4
Treynor Ratio
4.52
4.52
0
0.75
1.25
5
5
Information Ratio
1.6
1.6
0
0.3
0.6
2
2
Calmar Ratio
3.37
3.37
0
0.3
0.6
4
4
Beta
2.28
2.28
0
0.8
1.2
0
3
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
3.53
3.53
0
1
2
4
4
Jensen's Alpha
173.41
173.41
-2
0
2
174
174
Omega Ratio
3.36
3.36
0
1
1.5
4
4
Treynor Ratio
4.52
4.52
0
0.75
1.25
5
5
Information Ratio
1.6
1.6
0
0.3
0.6
2
2
Calmar Ratio
3.37
3.37
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
16.53
High:BP.L
8,228.57BP.LLow:PZC.L
-68.71PZC.LDetails
PEG Ratio
41.55
High:O
278.91OLow:PZC.L
-263.11PZC.LDetails
Price/Book
1.8
High:PHNX.L
28.96PHNX.LLow:BTRW.L
0.48BTRW.LDetails
Price/Sales
1.25
High:BBOX.L
11.39BBOX.LLow:PHNX.L
0.19PHNX.LDetails
Price/CF
5.82
High:PSN.L
153.98PSN.LLow:HBR.L
1.35HBR.LDetails
Price/FCF
15.3
High:BBOX.L
1,037.23BBOX.LLow:PHNX.L
2.24PHNX.LDetails
P/E Ratio
16.53
High:BP.L
8,228.57BP.LLow:PZC.L
-68.71PZC.LDetails
PEG Ratio
41.55
High:O
278.91OLow:PZC.L
-263.11PZC.LDetails
Price/Book
1.8
High:PHNX.L
28.96PHNX.LLow:BTRW.L
0.48BTRW.LDetails
Price/Sales
1.25
High:BBOX.L
11.39BBOX.LLow:PHNX.L
0.19PHNX.LDetails
Price/CF
5.82
High:PSN.L
153.98PSN.LLow:HBR.L
1.35HBR.LDetails
Price/FCF
15.3
High:BBOX.L
1,037.23BBOX.LLow:PHNX.L
2.24PHNX.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 |
-23.67% | Nov 2021 | Dec 2021 | 1 |
-18.99% | Dec 2022 | Jan 2023 | 1 |
-10.71% | Mar 2026 | - | 2 |
-5.07% | Sep 2022 | Oct 2022 | 1 |