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-8.06%
This Month
-3.19%
Year To Date
+10.76%
2 Years
+10.76%
5 Years
+10.76%
10 Years
+6.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous52.67%
- 📊 ETFs42.75%
- 🪙 Cryptocurrencies3.37%
- 💵 Cash1.37%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs52.48%
- 🇬🇧 LSE42.94%
- 🌍 Digital Currency3.37%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 9 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 5.6/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
2.98
2.98
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
2.98
2.98
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
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 |
|---|---|---|---|
-10.26% | Dec 2024 | Sep 2025 | 9 |
-8.06% | Apr 2026 | - | 1 |