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-4.35%
This Month
-5.76%
Year To Date
+10.34%
2 Years
+12.03%
5 Years
+12.03%
10 Years
+4.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous89.27%
- 📊 ETFs9.68%
- 💵 Cash1.09%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE79.17%
- 🇳🇱 Euronext Amsterdam10.1%
- 🇩🇪 Xetra ETFs9.68%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 20 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 5.8/10
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
0.05
0.05
-2
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
-1.39
-1.39
-2
0.3
0.6
1
1
Calmar Ratio
4.61
4.61
0
0.3
0.6
5
5
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
0.05
0.05
-2
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
-1.39
-1.39
-2
0.3
0.6
1
1
Calmar Ratio
4.61
4.61
0
0.3
0.6
5
5
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 |
|---|---|---|---|
-7.98% | Mar 2026 | - | 2 |
-1.98% | Mar 2025 | Jun 2025 | 3 |
-1.72% | Apr 2024 | Jun 2024 | 2 |
-1.71% | Dec 2024 | Jan 2025 | 1 |
-0.92% | Oct 2024 | Nov 2024 | 1 |