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-0.77%
This Month
+119.95%
Year To Date
+248.91%
2 Years
+351.32%
5 Years
+351.32%
10 Years
+42.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation98.83%
- 💵 Cash1.78%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE98.83%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom98.83%
Dividends
Dividend Yield
2.19%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IAG.L (2.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAG.L | 2.19% | 2.21% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.62
2.62
0
1
2
3
3
Jensen's Alpha
35.09
35.09
-2
0
2
36
36
Omega Ratio
2.38
2.38
0
1
1.5
3
3
Treynor Ratio
4.24
4.24
0
0.75
1.25
5
5
Information Ratio
1.04
1.04
0
0.3
0.6
2
2
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.62
2.62
0
1
2
3
3
Jensen's Alpha
35.09
35.09
-2
0
2
36
36
Omega Ratio
2.38
2.38
0
1
1.5
3
3
Treynor Ratio
4.24
4.24
0
0.75
1.25
5
5
Information Ratio
1.04
1.04
0
0.3
0.6
2
2
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
7.14
High:
IAG.L
7.14IAG.LLow:IAG.L
7.14IAG.LDetails
PEG Ratio
40.51
High:IAG.L
40.51IAG.LLow:IAG.L
40.51IAG.LDetails
Price/Book
3.69
High:IAG.L
3.69IAG.LLow:IAG.L
3.69IAG.LDetails
Price/Sales
0.71
High:IAG.L
0.71IAG.LLow:IAG.L
0.71IAG.LDetails
Price/CF
3.78
High:IAG.L
3.78IAG.LLow:IAG.L
3.78IAG.LDetails
Price/FCF
10.13
High:IAG.L
10.13IAG.LLow:IAG.L
10.13IAG.LDetails
P/E Ratio
7.14
High:IAG.L
7.14IAG.LLow:IAG.L
7.14IAG.LDetails
PEG Ratio
40.51
High:IAG.L
40.51IAG.LLow:IAG.L
40.51IAG.LDetails
Price/Book
3.69
High:IAG.L
3.69IAG.LLow:IAG.L
3.69IAG.LDetails
Price/Sales
0.71
High:IAG.L
0.71IAG.LLow:IAG.L
0.71IAG.LDetails
Price/CF
3.78
High:IAG.L
3.78IAG.LLow:IAG.L
3.78IAG.LDetails
Price/FCF
10.13
High:IAG.L
10.13IAG.LLow:IAG.L
10.13IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.94% | Feb 2022 | Jul 2023 | 17 |
-5.15% | Nov 2025 | - | 2 |
-4.85% | Oct 2023 | Nov 2023 | 1 |
-4.16% | Sep 2024 | Nov 2024 | 2 |
-2.62% | Apr 2024 | Jun 2024 | 2 |
-2% | Nov 2021 | Jan 2022 | 2 |
-1.85% | Jan 2025 | Feb 2025 | 1 |