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+0.39%
This Month
+1.22%
Year To Date
+41.66%
2 Years
+31.41%
5 Years
+31.41%
10 Years
+6.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash42.3%
- 📊 ETFs34.8%
- 🧩 Miscellaneous24.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.16%
- 🇩🇪 Xetra ETFs20.98%
- 🇬🇧 LSE11.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.73%
Dividends
Dividend Yield
0%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IAEX.L (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAEX.L | 0% | 0.02% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
0.23
0.23
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.58
1.58
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
0.23
0.23
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.58
1.58
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
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 |
|---|---|---|---|
-11.22% | Jul 2021 | Sep 2024 | 38 |
-5.06% | Mar 2026 | - | 2 |
-2.47% | Dec 2024 | Jan 2025 | 1 |
-0.48% | Oct 2024 | Nov 2024 | 1 |