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+5.92%
This Month
-11.5%
Year To Date
+175.1%
2 Years
+331.54%
5 Years
+331.54%
10 Years
+37.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation98.75%
- 💵 Cash1.79%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE98.75%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom98.75%
Dividends
Dividend Yield
2.29%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IAG.L (2.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAG.L | 2.29% | 2.32% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.2/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
2.7
2.7
0
1
2
3
3
Jensen's Alpha
35.49
35.49
-2
0
2
36
36
Omega Ratio
2.49
2.49
0
1
1.5
3
3
Treynor Ratio
4.23
4.23
0
0.75
1.25
5
5
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
2.7
2.7
0
1
2
3
3
Jensen's Alpha
35.49
35.49
-2
0
2
36
36
Omega Ratio
2.49
2.49
0
1
1.5
3
3
Treynor Ratio
4.23
4.23
0
0.75
1.25
5
5
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
6.03
High:IAG.L
6.03IAG.LLow:IAG.L
6.03IAG.LDetails
PEG Ratio
19.88
High:IAG.L
19.88IAG.LLow:IAG.L
19.88IAG.LDetails
Price/Book
2.55
High:IAG.L
2.55IAG.LLow:IAG.L
2.55IAG.LDetails
Price/Sales
0.65
High:IAG.L
0.65IAG.LLow:IAG.L
0.65IAG.LDetails
Price/CF
3.6
High:IAG.L
3.6IAG.LLow:IAG.L
3.6IAG.LDetails
Price/FCF
8.86
High:IAG.L
8.86IAG.LLow:IAG.L
8.86IAG.LDetails
P/E Ratio
6.03
High:IAG.L
6.03IAG.LLow:IAG.L
6.03IAG.LDetails
PEG Ratio
19.88
High:IAG.L
19.88IAG.LLow:IAG.L
19.88IAG.LDetails
Price/Book
2.55
High:IAG.L
2.55IAG.LLow:IAG.L
2.55IAG.LDetails
Price/Sales
0.65
High:IAG.L
0.65IAG.LLow:IAG.L
0.65IAG.LDetails
Price/CF
3.6
High:IAG.L
3.6IAG.LLow:IAG.L
3.6IAG.LDetails
Price/FCF
8.86
High:IAG.L
8.86IAG.LLow:IAG.L
8.86IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.94% | Feb 2022 | Jul 2023 | 17 |
-18.65% | Mar 2026 | - | 2 |
-4.85% | Oct 2023 | Nov 2023 | 1 |
-4.41% | Nov 2025 | Dec 2025 | 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 |