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-6.97%
This Month
-13%
Year To Date
+21.91%
2 Years
+22.33%
5 Years
+109.68%
10 Years
+31.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous51.73%
- 📊 ETFs48.27%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE51.05%
- 🇩🇪 Xetra ETFs48.6%
- 🇺🇸 Nasdaq0.35%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 14 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 4.8/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-0.19
-0.19
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-0.19
-0.19
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
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 |
|---|---|---|---|
-20.81% | Feb 2020 | Dec 2020 | 10 |
-16.24% | Jan 2022 | Jul 2024 | 30 |
-13.5% | Feb 2026 | - | 3 |
-13.39% | Jan 2016 | May 2016 | 4 |
-12.74% | Feb 2014 | Nov 2014 | 9 |
-8.98% | Feb 2025 | Jun 2025 | 4 |
-8.51% | Oct 2018 | Mar 2019 | 5 |
-6.06% | May 2019 | Jun 2019 | 1 |
-4.02% | Feb 2018 | Jul 2018 | 5 |
-3.77% | Aug 2015 | Oct 2015 | 2 |
-2.82% | Jun 2016 | Jul 2016 | 1 |
-2.1% | Aug 2019 | Nov 2019 | 3 |
-1.9% | Dec 2024 | Jan 2025 | 1 |
-1.85% | May 2017 | Sep 2017 | 4 |
-1.71% | Mar 2015 | Apr 2015 | 1 |
-1.23% | Aug 2021 | Oct 2021 | 2 |
-1.09% | Nov 2016 | Jan 2017 | 2 |
-0.94% | Jan 2021 | Mar 2021 | 2 |
-0.48% | Nov 2025 | Dec 2025 | 1 |
-0.47% | Jun 2015 | Jul 2015 | 1 |
-0.23% | Aug 2018 | Sep 2018 | 1 |