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-2.75%
This Month
+0.01%
Year To Date
+11.18%
2 Years
+11.18%
5 Years
+11.18%
10 Years
+11.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.66%
- 💵 Cash0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.66%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 13 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 7.3/10
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
5.39
5.39
0
0.5
1
6
6
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
8.79
8.79
-2
0
2
9
9
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
4.08
4.08
0
0.75
1.25
5
5
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
5.39
5.39
0
0.5
1
6
6
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
8.79
8.79
-2
0
2
9
9
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
4.08
4.08
0
0.75
1.25
5
5
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
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 |
|---|---|---|---|
-2.75% | Mar 2026 | - | 1 |