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-8.62%
This Month
-4.04%
Year To Date
+28.02%
2 Years
+51.01%
5 Years
+116.5%
10 Years
+15.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.88%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs59.83%
- 🇬🇧 LSE40.05%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 6 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 6/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
1.83
1.83
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
1.83
1.83
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0
0
0
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 |
|---|---|---|---|
-36.51% | Nov 2021 | May 2025 | 42 |
-8.62% | Mar 2026 | - | 1 |
-6.39% | Sep 2021 | Oct 2021 | 1 |
-5.34% | Sep 2020 | Nov 2020 | 2 |
-1.12% | Jan 2021 | Mar 2021 | 2 |