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-0.25%
This Month
+6.62%
Year To Date
+15.5%
2 Years
+15.56%
5 Years
+161.83%
10 Years
+10.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous55.41%
- 📊 ETFs40.2%
- 🪙 Cryptocurrencies3.59%
- 📈 Indexes0.36%
- 💵 Cash0.09%
- 💹 Forex0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE51.81%
- 🇺🇸 NYSE25.86%
- 🇩🇪 Xetra ETFs16.78%
- 🌍 Digital Currency3.59%
- 🇺🇸 Chicago Board Options Exchange1.15%
- 🌍 CFD0.36%
- 🌍 FX0.05%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 19 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 |
|---|---|---|---|
 TMF | Ex-Dividend | Sep 23, 2026 | $0.00 |
Performance Metrics
Score 5.1/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.05
1.05
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.05
1.05
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
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 |
|---|---|---|---|
-30.32% | Jan 2018 | Aug 2021 | 43 |
-28.03% | Nov 2021 | Jun 2025 | 43 |
-10.43% | Oct 2017 | Nov 2017 | 1 |
-7.15% | Jan 2016 | Mar 2016 | 2 |
-4.26% | Sep 2021 | Oct 2021 | 1 |
-2.86% | Apr 2017 | Jun 2017 | 2 |
-2.45% | Mar 2026 | Apr 2026 | 1 |
-1.47% | Dec 2016 | Jan 2017 | 1 |
-1.21% | May 2016 | Jun 2016 | 1 |
-0.61% | Oct 2025 | Jan 2026 | 3 |
-0.25% | Sep 2026 | - | 1 |
-0.14% | Jun 2026 | Jul 2026 | 1 |