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+0.59%
Today
+0.59%
This Month
+28.11%
Year To Date
+23.81%
2 Years
+113.11%
5 Years
+30.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⚡ Utilities49.44%
- 🛍️ Retail Trade15.24%
- 💼 Commercial Services12.98%
- ⛏️ Energy Minerals7.4%
- 💰 Finance7.16%
- 👥 Copy Trading5.62%
- 💵 Cash2.08%
- 🪙 Cryptocurrencies0.53%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE71.2%
- 🇺🇸 NYSE20.61%
- 🇺🇸 Nasdaq4.16%
- 🌍 Digital Currency0.75%
- 🇫🇷 Euronext Paris0.68%
- 🇭🇰 Hong Kong Exchanges0.25%
- 🇳🇱 Euronext Amsterdam0.21%
- 🇩🇪 FRA0.14%
- 🇮🇹 Borsa Italiana0.1%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇳🇴 Oslo Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom69.98%
- 🇨🇳 China15.52%
- 🇺🇸 United States8.2%
- 🇫🇷 France0.68%
- 🇩🇪 Germany0.27%
- 🇳🇱 Netherlands0.21%
- 🇮🇹 Italy0.1%
- 🇸🇪 Sweden0.07%
- 🇱🇺 Luxembourg0.04%
- 🇳🇴 Norway0.02%
Dividends
Dividend Yield
2.35%
5 out of 9 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $AGNC (15.29%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AGNC | Pay Day | Jul 10, 2025 | $0.12 |
 BABA | Pay Day | Jul 10, 2025 | $1.05 |
BABA (Cheetah26) | Pay Day | Jul 10, 2025 | $1.05 |
 GIS (Cheetah26) | Ex-Dividend | Jul 10, 2025 | $0.61 |
 O (Cheetah26) | Pay Day | Jul 15, 2025 | $0.27 |
 01211.HK (Cheetah26) | Pay Day | Jul 29, 2025 | $0.55 |
 JPM (Cheetah26) | Pay Day | Jul 31, 2025 | $1.40 |
GIS (Cheetah26) | Pay Day | Aug 1, 2025 | $0.61 |
 0916.HK (Cheetah26) | Pay Day | Aug 15, 2025 | $0.03 |
 MSFT (Cheetah26) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Cheetah26) | Pay Day | Sep 11, 2025 | $0.83 |
 TTE.PA (Cheetah26) | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA (Cheetah26) | Pay Day | Oct 3, 2025 | $0.97 |
 KWEB (Cheetah26) | Pay Day | Dec 18, 2025 | $0.00 |
 SMH (Cheetah26) | Pay Day | Dec 24, 2025 | $0.00 |
 CQQQ (Cheetah26) | Pay Day | Dec 27, 2025 | $0.00 |
 TAN (Cheetah26) | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 8.3/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
1.23
1.23
0
0.5
1
2
2
Sortino Ratio
2.93
2.93
0
1
2
3
3
Jensen's Alpha
18.28
18.28
-2
0
2
19
19
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
4.42
4.42
0
0.75
1.25
5
5
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
2.8
2.8
0
0.3
0.6
3
3
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
1.23
1.23
0
0.5
1
2
2
Sortino Ratio
2.93
2.93
0
1
2
3
3
Jensen's Alpha
18.28
18.28
-2
0
2
19
19
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
4.42
4.42
0
0.75
1.25
5
5
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
2.8
2.8
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
12.99
High:
AGNC
24.06AGNCLow:
CPI.L
4.9CPI.LDetails
PEG Ratio
26.47
High:
BRK.B
118.9BRK.BLow:CPI.L
3.43CPI.LDetails
Price/Book
1.58
High:CPI.L
1.88CPI.LLow:AGNC
1.06AGNCDetails
Price/Sales
1.47
High:AGNC
3.08AGNCLow:CPI.L
0.17CPI.LDetails
Price/CF
12.2
High:BRK.B
37.15BRK.BLow:
CNA.L
4.35CNA.LDetails
Price/FCF
26.64
High:BRK.B
95.23BRK.BLow:CNA.L
7.41CNA.LDetails
P/E Ratio
12.99
High:AGNC
24.06AGNCLow:CPI.L
4.9CPI.LDetails
PEG Ratio
26.47
High:BRK.B
118.9BRK.BLow:CPI.L
3.43CPI.LDetails
Price/Book
1.58
High:CPI.L
1.88CPI.LLow:AGNC
1.06AGNCDetails
Price/Sales
1.47
High:AGNC
3.08AGNCLow:CPI.L
0.17CPI.LDetails
Price/CF
12.2
High:BRK.B
37.15BRK.BLow:CNA.L
4.35CNA.LDetails
Price/FCF
26.64
High:BRK.B
95.23BRK.BLow:CNA.L
7.41CNA.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.02% | Aug 2023 | Jan 2025 | 17 |
-6.08% | Jun 2022 | Jul 2022 | 1 |
-5.46% | Aug 2022 | Nov 2022 | 3 |
-1.88% | May 2023 | Jul 2023 | 2 |