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+1.62%
This Month
+0.35%
Year To Date
+36.51%
2 Years
+36.51%
5 Years
+36.51%
10 Years
+21.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous60.11%
- 📊 ETFs38.33%
- 💵 Cash1.49%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE58.71%
- 🇺🇸 NYSE19.65%
- 🇩🇪 Xetra ETFs14.83%
- 🇺🇸 Chicago Board Options Exchange3.82%
- 🇺🇸 Nasdaq1.42%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 7.8/10
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
1.7
1.7
0
0.5
1
2
2
Sortino Ratio
3.18
3.18
0
1
2
4
4
Jensen's Alpha
15.09
15.09
-2
0
2
16
16
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
8.05
8.05
0
0.75
1.25
9
9
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
3.31
3.31
0
0.3
0.6
4
4
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
1.7
1.7
0
0.5
1
2
2
Sortino Ratio
3.18
3.18
0
1
2
4
4
Jensen's Alpha
15.09
15.09
-2
0
2
16
16
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
8.05
8.05
0
0.75
1.25
9
9
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
3.31
3.31
0
0.3
0.6
4
4
Portfolio Valuation
Based on current 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 |
|---|---|---|---|
-7.36% | Mar 2026 | - | 2 |
-6.3% | Jun 2024 | Nov 2024 | 5 |
-0.55% | Dec 2024 | Jan 2025 | 1 |