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+0.51%
This Month
-0.65%
Year To Date
+23.82%
2 Years
+29.46%
5 Years
+29.46%
10 Years
+5.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs75.82%
- 🧩 Miscellaneous24.06%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.07%
- 🇬🇧 LSE24.06%
- 🇺🇸 Nasdaq17.74%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.37%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UDVD.L (1.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UDVD.L | 0.37% | 1.55% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-1.68
-1.68
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-1.68
-1.68
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
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 |
|---|---|---|---|
-14.46% | Jan 2022 | Dec 2023 | 23 |
-6.41% | Dec 2024 | Jun 2025 | 6 |
-4.4% | Mar 2026 | - | 2 |
-3.05% | Apr 2024 | Jun 2024 | 2 |
-0.79% | Oct 2024 | Nov 2024 | 1 |
-0.03% | Nov 2021 | Dec 2021 | 1 |