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0%
Today
+9.04%
This Month
+110.8%
Year To Date
+319.88%
2 Years
+332.54%
5 Years
+46.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation98.9%
- 💵 Cash1.63%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE98.9%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom98.9%
Dividends
Dividend Yield
1.86%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IAG.L (1.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAG.L | 1.86% | 1.89% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.57
2.57
0
1
2
3
3
Jensen's Alpha
37.81
37.81
-2
0
2
38
38
Omega Ratio
2.43
2.43
0
1
1.5
3
3
Treynor Ratio
4.38
4.38
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
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.57
2.57
0
1
2
3
3
Jensen's Alpha
37.81
37.81
-2
0
2
38
38
Omega Ratio
2.43
2.43
0
1
1.5
3
3
Treynor Ratio
4.38
4.38
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 weighted open stock positions
P/E Ratio
8.09
High:
IAG.L
8.09IAG.LLow:IAG.L
8.09IAG.LDetails
PEG Ratio
1,218.92
High:IAG.L
1,218.92IAG.LLow:IAG.L
1,218.92IAG.LDetails
Price/Book
3.62
High:IAG.L
3.62IAG.LLow:IAG.L
3.62IAG.LDetails
Price/Sales
0.74
High:IAG.L
0.74IAG.LLow:IAG.L
0.74IAG.LDetails
Price/CF
2.97
High:IAG.L
2.97IAG.LLow:IAG.L
2.97IAG.LDetails
Price/FCF
5.55
High:IAG.L
5.55IAG.LLow:IAG.L
5.55IAG.LDetails
P/E Ratio
8.09
High:IAG.L
8.09IAG.LLow:IAG.L
8.09IAG.LDetails
PEG Ratio
1,218.92
High:IAG.L
1,218.92IAG.LLow:IAG.L
1,218.92IAG.LDetails
Price/Book
3.62
High:IAG.L
3.62IAG.LLow:IAG.L
3.62IAG.LDetails
Price/Sales
0.74
High:IAG.L
0.74IAG.LLow:IAG.L
0.74IAG.LDetails
Price/CF
2.97
High:IAG.L
2.97IAG.LLow:IAG.L
2.97IAG.LDetails
Price/FCF
5.55
High:IAG.L
5.55IAG.LLow:IAG.L
5.55IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.94% | Feb 2022 | Jul 2023 | 17 |
-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 |