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-0.04%
This Month
-0.04%
Year To Date
+12.74%
2 Years
+14.22%
5 Years
+14.22%
10 Years
+6.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.87%
- 💵 Cash1.18%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE86.77%
- 🇩🇪 Xetra ETFs12.1%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 12 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 5.9/10
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
0.55
0.55
-2
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
-1.5
-1.5
-2
0.3
0.6
1
1
Calmar Ratio
7.51
7.51
0
0.3
0.6
8
8
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
0.55
0.55
-2
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
-1.5
-1.5
-2
0.3
0.6
1
1
Calmar Ratio
7.51
7.51
0
0.3
0.6
8
8
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 |
|---|---|---|---|
-0.88% | Aug 2024 | Oct 2024 | 2 |
-0.7% | Mar 2025 | Jun 2025 | 3 |
-0.42% | May 2024 | Jun 2024 | 1 |
-0.13% | Dec 2024 | Jan 2025 | 1 |
-0.04% | Jan 2026 | - | 1 |