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+0.11%
This Month
-0.54%
Year To Date
+7.02%
2 Years
+16.66%
5 Years
+16.66%
10 Years
+3.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash65.67%
- 🧩 Miscellaneous23.26%
- 📊 ETFs11.42%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE23.26%
- 🇩🇪 Xetra ETFs6.38%
- 🇺🇸 Nasdaq3.8%
- 🇺🇸 NYSE1.23%
Countries Breakdown
- Country
- Total
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 2.8/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-3.99
-3.99
-4
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-3.99
-3.99
-4
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
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 |
|---|---|---|---|
-19.63% | Jan 2022 | Dec 2023 | 23 |
-4.61% | Dec 2024 | Aug 2025 | 8 |
-3.17% | Apr 2024 | May 2024 | 1 |
-2.82% | Nov 2025 | - | 6 |
-0.79% | Oct 2024 | Nov 2024 | 1 |
-0.75% | Jun 2024 | Jul 2024 | 1 |
-0.36% | Jan 2024 | Feb 2024 | 1 |