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+1.45%
This Month
+1.45%
Year To Date
+10.85%
2 Years
+45.04%
5 Years
+15.89%
10 Years
+2.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs70.12%
- 💵 Cash25.02%
- 🧪 Process Industries1.96%
- 🖥️ Technology Services1.94%
- 📈 Indexes0.97%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE28.95%
- 🇺🇸 Nasdaq24.91%
- 🇺🇸 NYSE20.16%
- 🌍 CFD0.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.9%
Dividends
Dividend Yield
0%
0 out of 6 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 3/10
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-2.32
-2.32
-3
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-2.32
-2.32
-3
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.41
High:
VITL
20.81VITLLow:
ADBE
17.38ADBEDetails
PEG Ratio
94.72
High:VITL
138.15VITLLow:ADBE
50.76ADBEDetails
Price/Book
10.13
High:ADBE
10.32ADBELow:VITL
3.71VITLDetails
Price/Sales
5
High:ADBE
5.09ADBELow:VITL
1.78VITLDetails
Price/CF
13.41
High:VITL
45.76VITLLow:ADBE
13.31ADBEDetails
Price/FCF
13.67
High:VITL
89.06VITLLow:ADBE
13.55ADBEDetails
P/E Ratio
17.41
High:VITL
20.81VITLLow:ADBE
17.38ADBEDetails
PEG Ratio
94.72
High:VITL
138.15VITLLow:ADBE
50.76ADBEDetails
Price/Book
10.13
High:ADBE
10.32ADBELow:VITL
3.71VITLDetails
Price/Sales
5
High:ADBE
5.09ADBELow:VITL
1.78VITLDetails
Price/CF
13.41
High:VITL
45.76VITLLow:ADBE
13.31ADBEDetails
Price/FCF
13.67
High:VITL
89.06VITLLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.73% | May 2018 | May 2023 | 60 |
-8.43% | Dec 2023 | Feb 2025 | 14 |
-5.23% | Sep 2025 | - | 5 |
-4.01% | Jul 2023 | Aug 2023 | 1 |
-2.68% | May 2025 | Aug 2025 | 3 |