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-0.71%
This Month
+3.66%
Year To Date
+3.66%
2 Years
+3.66%
5 Years
+3.66%
10 Years
+3.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs73.79%
- 🧩 Miscellaneous26.21%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs73.79%
- 🇫🇷 Euronext Paris21.02%
- 🇬🇧 LSE5.19%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 5 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 7.4/10
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
2.07
2.07
0
0.5
1
3
3
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
12.85
12.85
-2
0
2
13
13
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
6.63
6.63
0
0.75
1.25
7
7
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
2.07
2.07
0
0.5
1
3
3
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
12.85
12.85
-2
0
2
13
13
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
6.63
6.63
0
0.75
1.25
7
7
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
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 |
|---|---|---|---|
-2.15% | Jun 2026 | - | 2 |