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-0.95%
This Month
+3.34%
Year To Date
+49.26%
2 Years
+153.16%
5 Years
+153.16%
10 Years
+28.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⚡ Utilities40.13%
- 💼 Commercial Services18.12%
- 🛍️ Retail Trade11.92%
- 👥 Copy Trading9.66%
- 💵 Cash7.67%
- ⛏️ Energy Minerals6.05%
- 💰 Finance4.87%
- 📊 ETFs4.47%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE67.05%
- 🇺🇸 NYSE17.08%
- 🇺🇸 Nasdaq7.75%
- 🇫🇷 Euronext Paris0.99%
- 🌍 Digital Currency0.65%
- 🇳🇱 Euronext Amsterdam0.6%
- 🇸🇪 Stockholm Stock Exchange0.3%
- 🇭🇰 Hong Kong Exchanges0.19%
- 🇧🇪 Euronext Brussels0.19%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇩🇪 FRA0.08%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom64.58%
- 🇨🇳 China12.27%
- 🇺🇸 United States5.9%
- 🇫🇷 France0.99%
- 🇳🇱 Netherlands0.6%
- 🇸🇪 Sweden0.3%
- 🇮🇱 Israel0.21%
- 🇧🇪 Belgium0.19%
- 🇩🇰 Denmark0.18%
- 🇩🇪 Germany0.15%
- 🇳🇴 Norway0.13%
- 🇮🇪 Ireland0.11%
- 🇰🇷 South Korea0.03%
Dividends
Dividend Yield
1.77%
5 out of 8 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SHEL.L | Ex-Dividend | May 21, 2026 | $0.39 |
 MSFT (Cheetah26) | Ex-Dividend | May 21, 2026 | $0.91 |
 TBCG.L (Cheetah26) | Ex-Dividend | May 21, 2026 | $1.44 |
 CTPNV.NV (Cheetah26) | Ex-Dividend | May 22, 2026 | $0.37 |
 AGNC | Ex-Dividend | May 29, 2026 | $0.12 |
 D (Cheetah26) | Ex-Dividend | May 29, 2026 | $0.67 |
 ETN (Cheetah26) | Pay Day | May 29, 2026 | $1.10 |
 GLE.PA (Cheetah26) | Ex-Dividend | Jun 1, 2026 | $1.19 |
 GS (Cheetah26) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 IBKR (Cheetah26) | Ex-Dividend | Jun 1, 2026 | $0.09 |
GLE.PA (Cheetah26) | Pay Day | Jun 3, 2026 | $1.19 |
 QCOM (Cheetah26) | Ex-Dividend | Jun 4, 2026 | $0.92 |
 SAX.DE (Cheetah26) | Ex-Dividend | Jun 4, 2026 | $2.17 |
 BAC (Cheetah26) | Ex-Dividend | Jun 5, 2026 | $0.28 |
SAX.DE (Cheetah26) | Pay Day | Jun 8, 2026 | $2.17 |
AGNC | Pay Day | Jun 9, 2026 | $0.12 |
 BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
MSFT (Cheetah26) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (Cheetah26) | Ex-Dividend | Jun 11, 2026 | $1.05 |
CTPNV.NV (Cheetah26) | Pay Day | Jun 12, 2026 | $0.37 |
IBKR (Cheetah26) | Pay Day | Jun 12, 2026 | $0.09 |
D (Cheetah26) | Pay Day | Jun 20, 2026 | $0.67 |
TBCG.L (Cheetah26) | Pay Day | Jun 22, 2026 | $1.44 |
QCOM (Cheetah26) | Pay Day | Jun 25, 2026 | $0.92 |
BAC (Cheetah26) | Pay Day | Jun 26, 2026 | $0.28 |
 0916.HK (Cheetah26) | Pay Day | Jun 26, 2026 | $0.09 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
GS (Cheetah26) | Pay Day | Jun 29, 2026 | $4.50 |
 AZE.BR (Cheetah26) | Ex-Dividend | Jun 29, 2026 | $0.27 |
 TTE.PA (Cheetah26) | Ex-Dividend | Jun 30, 2026 | $1.01 |
AZE.BR (Cheetah26) | Pay Day | Jul 1, 2026 | $0.27 |
TTE.PA (Cheetah26) | Pay Day | Jul 2, 2026 | $1.01 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (Cheetah26) | Pay Day | Jul 13, 2026 | $1.05 |
Performance Metrics
Score 8.6/10
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
3.07
3.07
0
1
2
4
4
Jensen's Alpha
18.79
18.79
-2
0
2
19
19
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
4.23
4.23
0
0.75
1.25
5
5
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
2.8
2.8
0
0.3
0.6
3
3
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
3.07
3.07
0
1
2
4
4
Jensen's Alpha
18.79
18.79
-2
0
2
19
19
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
4.23
4.23
0
0.75
1.25
5
5
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
2.8
2.8
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
17.54
High:BABA
20.69BABALow:
CNA.L
-167.48CNA.LDetails
PEG Ratio
25.25
High:SHEL.L
32.12SHEL.LLow:AGNC
4.11AGNCDetails
Price/Book
1.7
High:
CPI.L
7.94CPI.LLow:AGNC
1.16AGNCDetails
Price/Sales
1.6
High:AGNC
3.04AGNCLow:CPI.L
0.16CPI.LDetails
Price/CF
16.91
High:CPI.L
98.25CPI.LLow:SHEL.L
7.35SHEL.LDetails
Price/FCF
66.51
High:BABA
1,196.17BABALow:CPI.L
8.05CPI.LDetails
P/E Ratio
17.54
High:BABA
20.69BABALow:CNA.L
-167.48CNA.LDetails
PEG Ratio
25.25
High:SHEL.L
32.12SHEL.LLow:AGNC
4.11AGNCDetails
Price/Book
1.7
High:CPI.L
7.94CPI.LLow:AGNC
1.16AGNCDetails
Price/Sales
1.6
High:AGNC
3.04AGNCLow:CPI.L
0.16CPI.LDetails
Price/CF
16.91
High:CPI.L
98.25CPI.LLow:SHEL.L
7.35SHEL.LDetails
Price/FCF
66.51
High:BABA
1,196.17BABALow:CPI.L
8.05CPI.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.02% | Aug 2023 | Jan 2025 | 17 |
-6.08% | Jun 2022 | Jul 2022 | 1 |
-5.61% | Feb 2026 | - | 4 |
-5.46% | Aug 2022 | Nov 2022 | 3 |
-1.88% | May 2023 | Jul 2023 | 2 |
-1.22% | Nov 2025 | Dec 2025 | 1 |
-0.21% | Aug 2025 | Sep 2025 | 1 |