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-7.15%
This Month
-13.42%
Year To Date
+40.71%
2 Years
+55.45%
5 Years
+55.45%
10 Years
+20.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous69.71%
- 📊 ETFs30.29%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE69.71%
- 🇩🇪 Xetra ETFs30.29%
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 9.2/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
2.18
2.18
0
0.5
1
3
3
Sortino Ratio
5.41
5.41
0
1
2
6
6
Jensen's Alpha
10.91
10.91
-2
0
2
11
11
Omega Ratio
3.56
3.56
0
1
1.5
4
4
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
1.79
1.79
0
0.3
0.6
2
2
Calmar Ratio
5.5
5.5
0
0.3
0.6
6
6
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
2.18
2.18
0
0.5
1
3
3
Sortino Ratio
5.41
5.41
0
1
2
6
6
Jensen's Alpha
10.91
10.91
-2
0
2
11
11
Omega Ratio
3.56
3.56
0
1
1.5
4
4
Treynor Ratio
2.11
2.11
0
0.75
1.25
3
3
Information Ratio
1.79
1.79
0
0.3
0.6
2
2
Calmar Ratio
5.5
5.5
0
0.3
0.6
6
6
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 |
|---|---|---|---|
-14.86% | Feb 2026 | - | 3 |
-5.64% | Feb 2025 | May 2025 | 3 |
-2.41% | Apr 2024 | May 2024 | 1 |
-1.07% | Nov 2025 | Dec 2025 | 1 |
-0.29% | Oct 2024 | Nov 2024 | 1 |