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+0.16%
Today
-1.09%
This Month
-7.66%
Year To Date
+15.76%
2 Years
+56.88%
5 Years
+13.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs94.93%
- 💵 Cash5.08%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE94.93%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 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 7.2/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.95
1.95
0
1
2
3
3
Jensen's Alpha
6.4
6.4
-2
0
2
7
7
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.95
1.95
0
1
2
3
3
Jensen's Alpha
6.4
6.4
-2
0
2
7
7
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock 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 |
|---|---|---|---|
-16.69% | Nov 2021 | Mar 2023 | 16 |
-8.67% | Apr 2024 | Nov 2024 | 7 |
-8.16% | Dec 2024 | - | 5 |
-6.68% | Aug 2023 | Dec 2023 | 4 |
-6.5% | Feb 2020 | Apr 2020 | 2 |
-5.98% | Jun 2018 | Feb 2019 | 8 |
-4.67% | Sep 2020 | Nov 2020 | 2 |
-3.83% | May 2019 | Nov 2019 | 6 |
-3.06% | May 2021 | Oct 2021 | 5 |
-3.04% | Feb 2018 | Apr 2018 | 2 |
-1.28% | Apr 2023 | Jun 2023 | 2 |
-0.87% | Oct 2016 | Jan 2017 | 3 |
-0.43% | Sep 2017 | Oct 2017 | 1 |
-0.31% | Jul 2017 | Aug 2017 | 1 |
-0.21% | Mar 2021 | Apr 2021 | 1 |