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-6.9%
This Month
-10.8%
Year To Date
+11.19%
2 Years
+46.14%
5 Years
+46.14%
10 Years
+15.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading56.92%
- 🧩 Miscellaneous38.24%
- 📊 ETFs4.84%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE81.71%
- 🇩🇪 Xetra ETFs10.95%
- 🇺🇸 NYSE5.53%
- 🌍 Digital Currency1.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.53%
Dividends
Dividend Yield
0.01%
3 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IAPD.L (0.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAPD.L | 0% | 0.04% | - |
 x7pt8sm7dk | 0% | 0% | - |
 ITWN.L | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.34
1.34
0
0.5
1
2
2
Sortino Ratio
2.57
2.57
0
1
2
3
3
Jensen's Alpha
3.29
3.29
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
1.91
1.91
0
0.3
0.6
2
2
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
1.34
1.34
0
0.5
1
2
2
Sortino Ratio
2.57
2.57
0
1
2
3
3
Jensen's Alpha
3.29
3.29
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
1.91
1.91
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-12.6% | Mar 2026 | - | 2 |
-9.49% | Feb 2025 | Jul 2025 | 5 |
-3.38% | Aug 2023 | Nov 2023 | 3 |
-1.92% | Apr 2024 | Jun 2024 | 2 |
-1.04% | Dec 2024 | Jan 2025 | 1 |
-0.81% | Nov 2025 | Jan 2026 | 2 |
-0.81% | Jul 2024 | Sep 2024 | 2 |
-0.23% | Oct 2024 | Nov 2024 | 1 |