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-5.89%
This Month
-2.74%
Year To Date
+25.74%
2 Years
+36.8%
5 Years
+36.8%
10 Years
+14.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.93%
- 🧩 Miscellaneous2.77%
- 💵 Cash1.33%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE81.46%
- 🇳🇱 Euronext Amsterdam17.25%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 18 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 |
|---|
Performance Metrics
Score 7.1/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
1.65
1.65
0
0.5
1
2
2
Sortino Ratio
3.41
3.41
0
1
2
4
4
Jensen's Alpha
3.08
3.08
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
2.97
2.97
0
0.3
0.6
3
3
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
1.65
1.65
0
0.5
1
2
2
Sortino Ratio
3.41
3.41
0
1
2
4
4
Jensen's Alpha
3.08
3.08
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
2.97
2.97
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-6.09% | Feb 2025 | Jun 2025 | 4 |
-5.89% | Mar 2026 | - | 1 |
-1.8% | Apr 2024 | Jun 2024 | 2 |
-1.77% | Dec 2024 | Jan 2025 | 1 |
-0.06% | Nov 2025 | Dec 2025 | 1 |
-0.02% | Oct 2024 | Nov 2024 | 1 |