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+9.42%
This Month
+5.25%
Year To Date
+12.72%
2 Years
+12.72%
5 Years
+12.72%
10 Years
+12.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous92.22%
- 📊 ETFs7.76%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE83.97%
- 🇩🇪 Xetra ETFs7.76%
- 🇳🇱 Euronext Amsterdam5.91%
- 🇫🇷 Euronext Paris2.34%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.01%
1 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GLDU.NV (0.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GLDU.NV | 0.01% | 0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.5/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
2.5
2.5
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
2.5
2.5
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
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 |
|---|---|---|---|
-8.2% | Mar 2026 | Apr 2026 | 1 |