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0%
This Month
+8.98%
Year To Date
+31.5%
2 Years
+56.12%
5 Years
+72.05%
10 Years
+10.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables99.44%
- 💵 Cash0.56%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.44%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom99.44%
Dividends
Dividend Yield
4.02%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ULVR.L (4.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ULVR.L | 4.02% | 4.04% | $1.47 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
3.08
3.08
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
3.08
3.08
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.91
High:ULVR.L
17.91ULVR.LLow:ULVR.L
17.91ULVR.LDetails
PEG Ratio
215.73
High:ULVR.L
215.73ULVR.LLow:ULVR.L
215.73ULVR.LDetails
Price/Book
6.87
High:ULVR.L
6.87ULVR.LLow:ULVR.L
6.87ULVR.LDetails
Price/Sales
2.16
High:ULVR.L
2.16ULVR.LLow:ULVR.L
2.16ULVR.LDetails
Price/CF
15.35
High:ULVR.L
15.35ULVR.LLow:ULVR.L
15.35ULVR.LDetails
Price/FCF
59.16
High:ULVR.L
59.16ULVR.LLow:ULVR.L
59.16ULVR.LDetails
P/E Ratio
17.91
High:ULVR.L
17.91ULVR.LLow:ULVR.L
17.91ULVR.LDetails
PEG Ratio
215.73
High:ULVR.L
215.73ULVR.LLow:ULVR.L
215.73ULVR.LDetails
Price/Book
6.87
High:ULVR.L
6.87ULVR.LLow:ULVR.L
6.87ULVR.LDetails
Price/Sales
2.16
High:ULVR.L
2.16ULVR.LLow:ULVR.L
2.16ULVR.LDetails
Price/CF
15.35
High:ULVR.L
15.35ULVR.LLow:ULVR.L
15.35ULVR.LDetails
Price/FCF
59.16
High:ULVR.L
59.16ULVR.LLow:ULVR.L
59.16ULVR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.78% | Feb 2022 | Nov 2022 | 9 |
-10.4% | Feb 2023 | Dec 2023 | 10 |
-3.77% | Oct 2024 | Jan 2025 | 3 |
-3.35% | Apr 2024 | May 2024 | 1 |
-3.12% | Apr 2026 | - | 1 |
-2.86% | Sep 2021 | Oct 2021 | 1 |
-2.85% | Dec 2022 | Jan 2023 | 1 |
-2.85% | Mar 2025 | Aug 2025 | 5 |
-2.04% | Nov 2021 | Dec 2021 | 1 |
-1.66% | Dec 2025 | Jan 2026 | 1 |
-0.81% | Jun 2024 | Jul 2024 | 1 |
-0.17% | Jun 2021 | Jul 2021 | 1 |
-0.06% | Jan 2024 | Feb 2024 | 1 |
-0.05% | Oct 2025 | Nov 2025 | 1 |