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+1.48%
This Month
-3.15%
Year To Date
+30.86%
2 Years
+20.54%
5 Years
+74.65%
10 Years
+10.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs50.82%
- 🧩 Miscellaneous48.46%
- 💵 Cash1.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.82%
- 🇬🇧 LSE48.46%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IUSA.L (0.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IUSA.L | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-3.86
-3.86
-4
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-3.86
-3.86
-4
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
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 |
|---|---|---|---|
-33.01% | May 2021 | Aug 2024 | 39 |
-8.63% | Feb 2025 | Jun 2025 | 4 |
-5.69% | Feb 2026 | - | 3 |
-4.79% | Sep 2020 | Nov 2020 | 2 |
-2.3% | Dec 2024 | Jan 2025 | 1 |
-0.56% | Jun 2020 | Jul 2020 | 1 |