Loading...
+1.39%
This Month
+1.39%
Year To Date
+28.41%
2 Years
+31.08%
5 Years
+31.08%
10 Years
+13.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs96.96%
- 🧩 Miscellaneous2.35%
- 💵 Cash0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE67.33%
- 🇩🇪 Xetra ETFs31.98%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 24 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
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
1.34
1.34
0
0.5
1
2
2
Sortino Ratio
2.52
2.52
0
1
2
3
3
Jensen's Alpha
-0.06
-0.06
-2
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
-1.38
-1.38
-2
0.3
0.6
1
1
Calmar Ratio
3.33
3.33
0
0.3
0.6
4
4
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
1.34
1.34
0
0.5
1
2
2
Sortino Ratio
2.52
2.52
0
1
2
3
3
Jensen's Alpha
-0.06
-0.06
-2
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
-1.38
-1.38
-2
0.3
0.6
1
1
Calmar Ratio
3.33
3.33
0
0.3
0.6
4
4
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 |
|---|---|---|---|
-3.94% | Feb 2025 | Jun 2025 | 4 |
-1.89% | Dec 2024 | Jan 2025 | 1 |
-1.78% | Apr 2024 | Jun 2024 | 2 |
-0.34% | Oct 2024 | Nov 2024 | 1 |