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-9.52%
This Month
-3.43%
Year To Date
+27.45%
2 Years
+27.45%
5 Years
+27.45%
10 Years
+18.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous57.39%
- 📊 ETFs37.96%
- 💵 Cash6.15%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs63.41%
- 🇬🇧 LSE31.94%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 4 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 9.3/10
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
4.14
4.14
0
0.5
1
5
5
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
22.7
22.7
-2
0
2
23
23
Omega Ratio
3.48
3.48
0
1
1.5
4
4
Treynor Ratio
5.31
5.31
0
0.75
1.25
6
6
Information Ratio
1.95
1.95
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
4.14
4.14
0
0.5
1
5
5
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
22.7
22.7
-2
0
2
23
23
Omega Ratio
3.48
3.48
0
1
1.5
4
4
Treynor Ratio
5.31
5.31
0
0.75
1.25
6
6
Information Ratio
1.95
1.95
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-9.52% | Apr 2026 | - | 1 |
-0.2% | Feb 2025 | Mar 2025 | 1 |