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+2.88%
This Month
+23.24%
Year To Date
+33.77%
2 Years
+43.58%
5 Years
+44.74%
10 Years
+6.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading68.66%
- 💵 Cash11.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE18.91%
- 🇬🇧 LSE12.62%
- 🇩🇪 FRA11.44%
- 🇺🇸 Nasdaq10.23%
- 🇳🇱 Euronext Amsterdam6.46%
- 🇫🇷 Euronext Paris2.58%
- 🇪🇸 Bolsa De Madrid1.06%
- 🇭🇰 Hong Kong Exchanges0.96%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom15.1%
- 🇺🇸 United States13.41%
- 🇩🇪 Germany11.44%
- 🇨🇦 Canada6.82%
- 🇳🇱 Netherlands6.46%
- 🇧🇲 Bermuda3.82%
- 🇫🇷 France2.58%
- 🇧🇷 Brazil2.06%
- 🇪🇸 Spain1.06%
- 🇭🇰 Hong Kong0.96%
- 🇮🇪 Ireland0.54%
Dividends
Dividend Yield
1.86%
1 out of 1 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: ingruc (2.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ingruc | 1.86% | 2.71% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EMG.L (ingruc) | Pay Day | Sep 19, 2025 | $0.06 |
 SHEL.L (ingruc) | Pay Day | Sep 22, 2025 | $0.36 |
 ABDN.L (ingruc) | Pay Day | Sep 23, 2025 | $0.10 |
 HBR.L (ingruc) | Pay Day | Sep 24, 2025 | $0.18 |
 PHNX.L (ingruc) | Ex-Dividend | Sep 25, 2025 | $0.37 |
 IMB.L (ingruc) | Pay Day | Sep 30, 2025 | $0.53 |
 SIG (ingruc) | Ex-Dividend | Oct 24, 2025 | $0.32 |
PHNX.L (ingruc) | Pay Day | Oct 30, 2025 | $0.37 |
SIG (ingruc) | Pay Day | Nov 21, 2025 | $0.32 |
 TEF.MC (ingruc) | Ex-Dividend | Dec 16, 2025 | $0.17 |
TEF.MC (ingruc) | Pay Day | Dec 18, 2025 | $0.17 |
Performance Metrics
Score 4.8/10
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
0.14
0.14
-2
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
0.14
0.14
-2
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock 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 |
|---|---|---|---|
-12.08% | May 2022 | Nov 2022 | 6 |
-7.22% | Mar 2023 | Jul 2023 | 4 |
-5.16% | Aug 2023 | Dec 2023 | 4 |
-4.59% | Jun 2024 | Sep 2024 | 3 |
-3.34% | Jan 2024 | Mar 2024 | 2 |
-3.05% | Dec 2024 | Feb 2025 | 2 |
-2.92% | Dec 2022 | Jan 2023 | 1 |
-2.9% | Apr 2024 | May 2024 | 1 |
-1.98% | Aug 2019 | Jun 2020 | 10 |
-1.93% | Oct 2024 | Nov 2024 | 1 |
-1.91% | Apr 2025 | May 2025 | 1 |