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-8.53%
This Month
-1.14%
Year To Date
+22.73%
2 Years
+22.73%
5 Years
+22.73%
10 Years
+22.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous63.63%
- 📊 ETFs36.37%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs42.71%
- 🇺🇸 NYSE36.37%
- 🇬🇧 LSE20.92%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom20.92%
Dividends
Dividend Yield
0%
0 out of 3 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 8.8/10
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
1.93
1.93
0
0.5
1
2
2
Sortino Ratio
4.71
4.71
0
1
2
5
5
Jensen's Alpha
39.21
39.21
-2
0
2
40
40
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
18.32
18.32
0
0.75
1.25
19
19
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
6.34
6.34
0
0.3
0.6
7
7
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
1.93
1.93
0
0.5
1
2
2
Sortino Ratio
4.71
4.71
0
1
2
5
5
Jensen's Alpha
39.21
39.21
-2
0
2
40
40
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
18.32
18.32
0
0.75
1.25
19
19
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
6.34
6.34
0
0.3
0.6
7
7
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 |
|---|---|---|---|
-17.22% | Mar 2026 | - | 4 |