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+0.3%
This Month
-0.61%
Year To Date
+36.52%
2 Years
+50.23%
5 Years
+50.23%
10 Years
+17.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous99.94%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.94%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom7.61%
Dividends
Dividend Yield
0%
0 out of 3 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 7.5/10
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
1.84
1.84
0
0.5
1
2
2
Sortino Ratio
4.75
4.75
0
1
2
5
5
Jensen's Alpha
7.62
7.62
-2
0
2
8
8
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
2.8
2.8
0
0.75
1.25
3
3
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
5.23
5.23
0
0.3
0.6
6
6
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
1.84
1.84
0
0.5
1
2
2
Sortino Ratio
4.75
4.75
0
1
2
5
5
Jensen's Alpha
7.62
7.62
-2
0
2
8
8
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
2.8
2.8
0
0.75
1.25
3
3
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
5.23
5.23
0
0.3
0.6
6
6
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 |
|---|---|---|---|
-6.88% | Mar 2026 | - | 2 |
-4.32% | Apr 2024 | Jun 2024 | 2 |
-1.87% | Feb 2025 | May 2025 | 3 |
-0.84% | Dec 2024 | Jan 2025 | 1 |
-0.1% | Nov 2025 | Dec 2025 | 1 |