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+7.74%
This Month
+25.45%
Year To Date
+66.65%
2 Years
+25.31%
5 Years
+174.96%
10 Years
+19.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous89.16%
- 🪙 Cryptocurrencies8.03%
- 🍞 Consumer Non Durables2.81%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE91.97%
- 🌍 Digital Currency8.03%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom91.97%
Dividends
Dividend Yield
0.37%
2 out of 3 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DGE.L (3.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DGE.L | Pay Day | Jun 4, 2026 | $0.20 |
Performance Metrics
Score 6/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
6.52
6.52
-2
0
2
7
7
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
6.52
6.52
-2
0
2
7
7
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
5.18
High:DGE.L
19.33DGE.LLow:
SMT.L
4.94SMT.LDetails
PEG Ratio
4.14
High:SMT.L
4.14SMT.LLow:SMT.L
4.14SMT.LDetails
Price/Book
1.28
High:DGE.L
4.06DGE.LLow:SMT.L
1.23SMT.LDetails
Price/Sales
4.42
High:SMT.L
4.69SMT.LLow:DGE.L
2.34DGE.LDetails
Price/CF
11.55
High:DGE.L
11.55DGE.LLow:DGE.L
11.55DGE.LDetails
Price/FCF
226.34
High:DGE.L
226.34DGE.LLow:DGE.L
226.34DGE.LDetails
P/E Ratio
5.18
High:DGE.L
19.33DGE.LLow:SMT.L
4.94SMT.LDetails
PEG Ratio
4.14
High:SMT.L
4.14SMT.LLow:SMT.L
4.14SMT.LDetails
Price/Book
1.28
High:DGE.L
4.06DGE.LLow:SMT.L
1.23SMT.LDetails
Price/Sales
4.42
High:SMT.L
4.69SMT.LLow:DGE.L
2.34DGE.LDetails
Price/CF
11.55
High:DGE.L
11.55DGE.LLow:DGE.L
11.55DGE.LDetails
Price/FCF
226.34
High:DGE.L
226.34DGE.LLow:DGE.L
226.34DGE.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.21% | Nov 2021 | - | 55 |
-21.29% | Feb 2021 | Sep 2021 | 7 |
-15.5% | Jun 2020 | Jul 2020 | 1 |
-9.39% | Aug 2020 | Oct 2020 | 2 |