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-0.17%
This Month
-0.17%
Year To Date
+43.59%
2 Years
+47.99%
5 Years
+47.99%
10 Years
+18.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.99%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE99.99%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 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 5.4/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
-0.81
-0.81
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
1.7
1.7
0
0.3
0.6
2
2
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
-0.81
-0.81
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
1.7
1.7
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-10.79% | Feb 2025 | Jun 2025 | 4 |
-2.26% | Apr 2024 | May 2024 | 1 |
-1.64% | Dec 2024 | Jan 2025 | 1 |
-1.4% | Nov 2025 | - | 3 |
-1.29% | Oct 2023 | Nov 2023 | 1 |
-0.33% | Oct 2024 | Nov 2024 | 1 |