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+2.63%
This Month
+0.9%
Year To Date
+23.31%
2 Years
+75.01%
5 Years
+75.01%
10 Years
+12.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous85.8%
- 📊 ETFs14.19%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE82.09%
- 🇩🇪 Xetra ETFs17.89%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom1.79%
Dividends
Dividend Yield
0%
0 out of 7 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 6.4/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
3.69
3.69
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
3.69
3.69
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
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 |
|---|---|---|---|
-19.92% | Apr 2022 | Jul 2023 | 15 |
-11.45% | Dec 2024 | Oct 2025 | 10 |
-6.15% | Jan 2022 | Mar 2022 | 2 |
-4.3% | Mar 2026 | - | 2 |
-3.47% | Sep 2021 | Oct 2021 | 1 |
-3.33% | Aug 2023 | Nov 2023 | 3 |
-1.32% | Nov 2021 | Dec 2021 | 1 |
-1.21% | Apr 2024 | May 2024 | 1 |
-1.12% | Nov 2025 | Dec 2025 | 1 |
-0.82% | Oct 2024 | Nov 2024 | 1 |
-0.01% | Jan 2026 | Feb 2026 | 1 |