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+0.18%
This Month
-2.18%
Year To Date
+18.95%
2 Years
+46.42%
5 Years
+509.88%
10 Years
+22.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous74.03%
- 📊 ETFs12.46%
- 💰 Finance5.49%
- 🍞 Consumer Non Durables2.89%
- 🧬 Health Technology2.66%
- 🖥️ Technology Services0.94%
- 🚚 Transportation0.85%
- 🏥 Health Services0.66%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE69.36%
- 🇺🇸 NYSE26.06%
- 🇺🇸 Nasdaq4.1%
- 🇺🇸 Chicago Board Options Exchange0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.19%
- 🇬🇧 United Kingdom4.31%
Dividends
Dividend Yield
0.47%
13 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IMB.L (6.55%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 IMB.L | Pay Day | Sep 30, 2026 | $0.56 |
Performance Metrics
Score 6.6/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
17.35
17.35
-2
0
2
18
18
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.36
2.36
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
17.35
17.35
-2
0
2
18
18
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.36
2.36
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.14
High:
UNH
32.07UNHLow:
KHC
-5.11KHCDetails
PEG Ratio
48.28
High:
GS
71.47GSLow:
BATS.L
7.99BATS.LDetails
Price/Book
2.91
High:
GOOG
8.99GOOGLow:KHC
0.7KHCDetails
Price/Sales
4
High:
RPRX
12.88RPRXLow:UNH
0.86UNHDetails
Price/CF
14.94
High:
BRK.B
22.72BRK.BLow:GS
2.27GSDetails
Price/FCF
27.56
High:GOOG
64.69GOOGLow:GS
2.44GSDetails
P/E Ratio
20.14
High:UNH
32.07UNHLow:KHC
-5.11KHCDetails
PEG Ratio
48.28
High:GS
71.47GSLow:BATS.L
7.99BATS.LDetails
Price/Book
2.91
High:GOOG
8.99GOOGLow:KHC
0.7KHCDetails
Price/Sales
4
High:RPRX
12.88RPRXLow:UNH
0.86UNHDetails
Price/CF
14.94
High:BRK.B
22.72BRK.BLow:GS
2.27GSDetails
Price/FCF
27.56
High:GOOG
64.69GOOGLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.72% | Feb 2018 | Nov 2020 | 33 |
-31.59% | Jan 2022 | Feb 2024 | 25 |
-10.01% | Apr 2024 | Nov 2024 | 7 |
-7.21% | Mar 2026 | - | 7 |
-6.31% | Aug 2017 | Nov 2017 | 3 |
-4.87% | Jun 2021 | Dec 2021 | 6 |
-3.36% | Dec 2024 | Jan 2025 | 1 |
-0.81% | Feb 2025 | Apr 2025 | 2 |
-0.74% | Jul 2025 | Aug 2025 | 1 |