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-4.91%
This Month
-11.33%
Year To Date
-17.86%
2 Years
-4.77%
5 Years
-4.77%
10 Years
-1.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.03%
- 📊 ETFs14.53%
- 🧩 Miscellaneous5.22%
- 📈 Indexes3.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE11.42%
- 🇬🇧 LSE5.22%
- 🇺🇸 Nasdaq3.11%
- 🌍 CFD3.07%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ISF.L (0.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISF.L | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-4.76
-4.76
-5
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0
0
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.05
0.05
0
1
2
3
3
Jensen's Alpha
-4.76
-4.76
-5
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0
0
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 |
|---|---|---|---|
-36.7% | Mar 2024 | - | 26 |
-26.65% | Jan 2022 | Jul 2023 | 18 |
-11.25% | Aug 2023 | Nov 2023 | 3 |
-1.75% | Sep 2021 | Oct 2021 | 1 |
-0.53% | Nov 2021 | Dec 2021 | 1 |