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-1.06%
This Month
+8.6%
Year To Date
+28.44%
2 Years
+31.35%
5 Years
+55.9%
10 Years
+6.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs61.31%
- 🧩 Miscellaneous34.26%
- 💵 Cash5.53%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs61.31%
- 🇬🇧 LSE34.26%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.46%
4 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IEML.L (4.16%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-2.05
-2.05
-3
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-2.05
-2.05
-3
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
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 |
|---|---|---|---|
-15.39% | Sep 2021 | Jul 2024 | 34 |
-11.66% | Jan 2020 | Jun 2020 | 5 |
-7.25% | Mar 2026 | May 2026 | 2 |
-4.15% | Oct 2024 | May 2025 | 7 |
-1.15% | Sep 2020 | Nov 2020 | 2 |
-1.12% | Jul 2021 | Aug 2021 | 1 |
-1.06% | Jul 2026 | - | 1 |
-0.98% | Feb 2021 | Apr 2021 | 2 |
-0.05% | May 2021 | Jun 2021 | 1 |