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-0.87%
This Month
+3.51%
Year To Date
+37.43%
2 Years
+22.94%
5 Years
+23.23%
10 Years
+3.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs61.4%
- 💵 Cash40.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.3%
- 🇬🇧 LSE21.62%
- 🇺🇸 Nasdaq4.47%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 15 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 4.2/10
Beta
0.12
0.12
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-0.26
-0.26
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.12
0.12
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-0.26
-0.26
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
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 |
|---|---|---|---|
-16.63% | Jan 2021 | Aug 2025 | 55 |
-0.87% | Mar 2026 | - | 1 |