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-12.1%
This Month
-11.53%
Year To Date
+25.98%
2 Years
+10.81%
5 Years
+52.96%
10 Years
+7.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs70.99%
- 🧩 Miscellaneous26.97%
- 💵 Cash2.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.09%
- 🇩🇪 Xetra ETFs13.18%
- 🇬🇧 LSE11.72%
- 🇺🇸 Nasdaq8.02%
- 🇺🇸 Chicago Board Options Exchange5.72%
- 🇳🇱 Euronext Amsterdam1.22%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada4.75%
- 🇺🇸 United States1.7%
- 🇬🇧 United Kingdom1.13%
Dividends
Dividend Yield
0.07%
7 out of 114 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LQDE.L (3.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
0.47
0.47
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
0.47
0.47
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
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 |
|---|---|---|---|
-33.44% | Sep 2021 | Jun 2025 | 45 |
-20.62% | Mar 2026 | - | 2 |
-3.35% | Sep 2020 | Nov 2020 | 2 |
-1.17% | Jul 2021 | Aug 2021 | 1 |
-0.91% | Feb 2021 | Apr 2021 | 2 |