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+0.05%
This Month
+0.54%
Year To Date
+47.03%
2 Years
+182.1%
5 Years
+864.01%
10 Years
+30.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash98.98%
- 🧩 Miscellaneous0.54%
- 📊 ETFs0.37%
- 🪙 Cryptocurrencies0.1%
- 🌾 Commodities0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE0.52%
- 🇺🇸 NYSE0.33%
- 🌍 Digital Currency0.1%
- 🌍 Commodity0.06%
- 🇩🇪 Xetra ETFs0.04%
- 🇳🇱 Euronext Amsterdam0.02%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 42 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 6.8/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
27.01
27.01
-2
0
2
28
28
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
27.01
27.01
-2
0
2
28
28
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
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 |
|---|---|---|---|
-74.95% | Jan 2018 | Dec 2020 | 35 |
-37.25% | Nov 2021 | Nov 2023 | 24 |
-31.65% | Dec 2024 | - | 17 |
-27.02% | Apr 2024 | Nov 2024 | 7 |
-14.21% | Sep 2021 | Oct 2021 | 1 |
-3.58% | Sep 2017 | Oct 2017 | 1 |
-2.98% | May 2021 | Jul 2021 | 2 |
-2.24% | Jan 2024 | Feb 2024 | 1 |