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-6.04%
This Month
-9.36%
Year To Date
+23.05%
2 Years
+14.03%
5 Years
+64.98%
10 Years
+9.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs56.35%
- 🧩 Miscellaneous30.6%
- 💵 Cash9.73%
- 🪙 Cryptocurrencies3.53%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs56.35%
- 🇬🇧 LSE30.6%
- 🌍 Digital Currency3.53%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.16%
1 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LQDE.L (3.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LQDE.L | 0.16% | 3.7% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-4.03
-4.03
-5
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-4.03
-4.03
-5
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
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 |
|---|---|---|---|
-32.51% | Nov 2021 | Sep 2024 | 34 |
-10.83% | Mar 2026 | - | 2 |
-5.26% | Sep 2021 | Oct 2021 | 1 |
-4.26% | Dec 2024 | Jun 2025 | 6 |
-2.12% | Sep 2020 | Nov 2020 | 2 |
-2.02% | Jul 2021 | Aug 2021 | 1 |
-1.72% | Oct 2024 | Nov 2024 | 1 |
-0.85% | Nov 2025 | Jan 2026 | 2 |
-0.46% | May 2021 | Jun 2021 | 1 |