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+1.61%
This Month
-4.62%
Year To Date
-3.54%
2 Years
+17.43%
5 Years
+17.43%
10 Years
+6.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous99.74%
- 💵 Cash0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.74%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 2 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 3.1/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-6.19
-6.19
-7
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-1.21
-1.21
-2
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-6.19
-6.19
-7
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-1.21
-1.21
-2
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
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 |
|---|---|---|---|
-16.34% | Aug 2024 | - | 21 |
-4.06% | Aug 2023 | Dec 2023 | 4 |
-2.37% | Apr 2024 | Jun 2024 | 2 |