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-4.21%
This Month
+2.93%
Year To Date
+53.07%
2 Years
+247.01%
5 Years
+602.81%
10 Years
+42.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs53.45%
- 🧩 Miscellaneous37.32%
- 🪙 Cryptocurrencies7.38%
- 💵 Cash2.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.23%
- 🇩🇪 Xetra ETFs27.88%
- 🇺🇸 Nasdaq11.02%
- 🇬🇧 LSE8.64%
- 🌍 Digital Currency7.38%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada28.68%
- 🇬🇧 United Kingdom8.64%
Dividends
Dividend Yield
0.03%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SMT.L (0.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SMT.L | 0.03% | 0.36% | $0.03 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
2.08
2.08
0
1
2
3
3
Jensen's Alpha
32.65
32.65
-2
0
2
33
33
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
4.66
4.66
0
0.75
1.25
5
5
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
2.08
2.08
0
1
2
3
3
Jensen's Alpha
32.65
32.65
-2
0
2
33
33
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
4.66
4.66
0
0.75
1.25
5
5
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
3.9
High:SMT.L
3.9SMT.LLow:SMT.L
3.9SMT.LDetails
PEG Ratio
3.27
High:SMT.L
3.27SMT.LLow:SMT.L
3.27SMT.LDetails
Price/Book
0.97
High:SMT.L
0.97SMT.LLow:SMT.L
0.97SMT.LDetails
Price/Sales
3.7
High:SMT.L
3.7SMT.LLow:SMT.L
3.7SMT.LDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
3.9
High:SMT.L
3.9SMT.LLow:SMT.L
3.9SMT.LDetails
PEG Ratio
3.27
High:SMT.L
3.27SMT.LLow:SMT.L
3.27SMT.LDetails
Price/Book
0.97
High:SMT.L
0.97SMT.LLow:SMT.L
0.97SMT.LDetails
Price/Sales
3.7
High:SMT.L
3.7SMT.LLow:SMT.L
3.7SMT.LDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.16% | Feb 2021 | Oct 2021 | 8 |
-33.55% | Dec 2021 | Dec 2023 | 24 |
-10.08% | Feb 2025 | Jul 2025 | 5 |
-7.09% | Aug 2024 | Nov 2024 | 3 |
-6.86% | Apr 2024 | Jul 2024 | 3 |
-4.33% | Jan 2024 | Feb 2024 | 1 |
-4.21% | Mar 2026 | - | 1 |
-3.14% | Nov 2025 | Dec 2025 | 1 |
-2.65% | Dec 2024 | Jan 2025 | 1 |
-2.52% | Jun 2020 | Jul 2020 | 1 |
-1.62% | Sep 2020 | Oct 2020 | 1 |