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+6.27%
This Month
+15.1%
Year To Date
+54.16%
2 Years
+59.58%
5 Years
+111.98%
10 Years
+14.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs88.29%
- 🧩 Miscellaneous11.7%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs88.29%
- 🇬🇧 LSE11.7%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 7 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 5.9/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
1.4
1.4
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
1.4
1.4
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
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 |
|---|---|---|---|
-19.96% | Jan 2022 | Mar 2024 | 26 |
-7.19% | Mar 2026 | Apr 2026 | 1 |
-3.76% | Dec 2024 | May 2025 | 5 |
-3.11% | Sep 2021 | Oct 2021 | 1 |
-3.08% | Apr 2024 | Jun 2024 | 2 |
-2.88% | Sep 2020 | Nov 2020 | 2 |
-2.24% | Oct 2024 | Nov 2024 | 1 |
-1.92% | Nov 2021 | Dec 2021 | 1 |