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+2.51%
This Month
+1.74%
Year To Date
+18.24%
2 Years
+55.87%
5 Years
+55.87%
10 Years
+13.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash85.18%
- 📊 ETFs9.64%
- 💰 Finance5.93%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE9.64%
- 🇬🇧 LSE5.93%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom5.93%
Dividends
Dividend Yield
0.35%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (5.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INVP.L | 0.35% | 5.88% | $0.35 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
5.74
5.74
-2
0
2
6
6
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
3.1
3.1
0
0.75
1.25
4
4
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
1.42
1.42
0
0.3
0.6
2
2
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
5.74
5.74
-2
0
2
6
6
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
3.1
3.1
0
0.75
1.25
4
4
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
1.42
1.42
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
8.58
High:INVP.L
8.58INVP.LLow:INVP.L
8.58INVP.LDetails
PEG Ratio
336.06
High:INVP.L
336.06INVP.LLow:INVP.L
336.06INVP.LDetails
Price/Book
1.05
High:INVP.L
1.05INVP.LLow:INVP.L
1.05INVP.LDetails
Price/Sales
1.14
High:INVP.L
1.14INVP.LLow:INVP.L
1.14INVP.LDetails
Price/CF
2.03
High:INVP.L
2.03INVP.LLow:INVP.L
2.03INVP.LDetails
Price/FCF
11.47
High:INVP.L
11.47INVP.LLow:INVP.L
11.47INVP.LDetails
P/E Ratio
8.58
High:INVP.L
8.58INVP.LLow:INVP.L
8.58INVP.LDetails
PEG Ratio
336.06
High:INVP.L
336.06INVP.LLow:INVP.L
336.06INVP.LDetails
Price/Book
1.05
High:INVP.L
1.05INVP.LLow:INVP.L
1.05INVP.LDetails
Price/Sales
1.14
High:INVP.L
1.14INVP.LLow:INVP.L
1.14INVP.LDetails
Price/CF
2.03
High:INVP.L
2.03INVP.LLow:INVP.L
2.03INVP.LDetails
Price/FCF
11.47
High:INVP.L
11.47INVP.LLow:INVP.L
11.47INVP.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.56% | Sep 2024 | Jun 2025 | 9 |
-5.78% | Jan 2024 | Aug 2024 | 7 |
-4.69% | Aug 2023 | Dec 2023 | 4 |
-4.55% | May 2023 | Jun 2023 | 1 |
-1.9% | Feb 2023 | Apr 2023 | 2 |
-0.78% | Feb 2026 | Apr 2026 | 2 |