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-1.88%
This Month
+12.36%
Year To Date
+61.04%
2 Years
+139.8%
5 Years
+139.8%
10 Years
+24.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous98.75%
- 🪙 Cryptocurrencies1.25%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE98.75%
- 🌍 Digital Currency1.25%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.15%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IDEM.L (1.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IDEM.L | 0.15% | 1.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
7.42
7.42
-2
0
2
8
8
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
7.42
7.42
-2
0
2
8
8
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
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 |
|---|---|---|---|
-27.58% | Apr 2022 | May 2023 | 13 |
-6.45% | Aug 2023 | Dec 2023 | 4 |
-5.65% | Feb 2025 | May 2025 | 3 |
-5.36% | Mar 2026 | Apr 2026 | 1 |
-3.95% | Jun 2026 | Aug 2026 | 2 |
-2.66% | Dec 2024 | Jan 2025 | 1 |
-2.51% | Jan 2024 | Mar 2024 | 2 |
-1.88% | Sep 2026 | - | 1 |
-0.73% | Nov 2025 | Dec 2025 | 1 |
-0.42% | Apr 2024 | May 2024 | 1 |