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-0.1%
Today
-0.1%
This Month
+3.08%
Year To Date
+27.64%
2 Years
+88.92%
5 Years
+15.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs83.62%
- 💵 Cash3.85%
- 💻 Electronic Technology2.19%
- 🍞 Consumer Non Durables1.84%
- 💰 Finance1.84%
- 🚚 Transportation1.82%
- 🖥️ Technology Services1.72%
- 🪙 Cryptocurrencies1.68%
- 🚗 Consumer Durables0.99%
- 💼 Commercial Services0.52%
- 🛍️ Retail Trade0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51%
- 🇬🇧 LSE40.69%
- 🇺🇸 Nasdaq2.44%
- 🌍 Digital Currency1.68%
- 🇫🇷 Euronext Paris0.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.24%
- 🇬🇧 United Kingdom3.65%
- 🇫🇷 France0.74%
- 🇯🇵 Japan0.62%
Dividends
Dividend Yield
1.66%
22 out of 35 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $REET (6.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISF.L | 0.64% | 2.37% | - |
 IEMG | 0.22% | 4.39% | - |
 IEUR | 0.15% | 2.5% | - |
 EWJ | 0.13% | 3.12% | - |
 VOO | 0.1% | 1.26% | - |
 VTI | 0.07% | 1.26% | - |
 LLOY.L | 0.06% | 4.67% | $0.03 |
 USRT | 0.05% | 3.51% | - |
 VNQ | 0.05% | 3.78% | - |
 AV.L | 0.04% | 6.67% | $0.33 |
 CCEP | 0.03% | 2.71% | $2.02 |
 REET | 0.03% | 6.79% | - |
 CSCO | 0.02% | 2.64% | $1.58 |
 DELL | 0.02% | 1.72% | $1.63 |
 MC.PA | 0.01% | 1.85% | $13 |
 BTRW.L | 0.01% | 3.55% | $0.28 |
 VGT | 0.01% | 0.5% | - |
 VUG | 0.01% | 0.51% | - |
 NTDOY | 0.01% | 1.08% | $0.24 |
 CRM | 0% | 0.47% | $0.4 |
 AAPL | 0% | 0.53% | $0.97 |
 MKS.L | 0% | 0.9% | $0.03 |
Performance Metrics
Score 6.5/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
2.54
2.54
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
2.54
2.54
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.79% | May 2021 | Dec 2023 | 31 |
-5.65% | Sep 2020 | Nov 2020 | 2 |
-2.11% | Apr 2024 | May 2024 | 1 |
-1.98% | Jan 2021 | Feb 2021 | 1 |
-1.85% | Dec 2024 | Jan 2025 | 1 |
-1.76% | Oct 2024 | Nov 2024 | 1 |
-0.71% | Jul 2020 | Aug 2020 | 1 |