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-6.72%
This Month
-11.18%
Year To Date
+25.34%
2 Years
+59.38%
5 Years
+86.12%
10 Years
+9.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs83.66%
- 🧩 Miscellaneous16.31%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs79.71%
- 🇬🇧 LSE16.31%
- 🇺🇸 NYSE2.94%
- 🇺🇸 Nasdaq1.01%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 11 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 4.6/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-0.55
-0.55
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-0.55
-0.55
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-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 |
|---|---|---|---|
-26.33% | Jan 2020 | Nov 2020 | 10 |
-17.62% | Jan 2022 | Jul 2023 | 18 |
-12.19% | Mar 2026 | - | 2 |
-8.16% | Aug 2023 | Dec 2023 | 4 |
-3.87% | Dec 2024 | Jan 2025 | 1 |
-3.73% | Mar 2025 | May 2025 | 2 |
-3.23% | Sep 2021 | Oct 2021 | 1 |
-3.15% | Apr 2024 | Jun 2024 | 2 |
-1.43% | Feb 2021 | Mar 2021 | 1 |
-1.37% | Mar 2019 | Apr 2019 | 1 |
-1.2% | Jun 2021 | Jul 2021 | 1 |
-1.09% | Oct 2024 | Nov 2024 | 1 |
-0.31% | Nov 2021 | Dec 2021 | 1 |