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+1.19%
This Month
+63.43%
Year To Date
-37.11%
2 Years
+139.06%
5 Years
+139.06%
10 Years
+40.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash62.27%
- 🧩 Miscellaneous37.79%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE37.79%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
140.63
140.63
-2
0
2
141
141
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
4.8
4.8
0
0.75
1.25
5
5
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
140.63
140.63
-2
0
2
141
141
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
4.8
4.8
0
0.75
1.25
5
5
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
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 |
|---|---|---|---|
-88.47% | Feb 2025 | - | 15 |
-54.38% | Apr 2023 | Feb 2024 | 10 |
-53.05% | Apr 2024 | Jul 2024 | 3 |
-15.53% | Oct 2024 | Nov 2024 | 1 |