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0%
This Month
-10.75%
Year To Date
-54.14%
2 Years
-82.8%
5 Years
-78.89%
10 Years
-23.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs92.65%
- 🧩 Miscellaneous5.49%
- 💵 Cash0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Chicago Board Options Exchange39.93%
- 🇺🇸 NYSE32.4%
- 🇺🇸 Nasdaq20.32%
- 🇬🇧 LSE5.49%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IAPD.L (0.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IAPD.L | 0% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
-0.35
-0.35
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.83
-0.83
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.93
-0.93
-1
1
2
3
3
Jensen's Alpha
-18.28
-18.28
-19
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
5.61
5.61
0
0.75
1.25
6
6
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Beta
-0.35
-0.35
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.83
-0.83
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.93
-0.93
-1
1
2
3
3
Jensen's Alpha
-18.28
-18.28
-19
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
5.61
5.61
0
0.75
1.25
6
6
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
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 |
|---|---|---|---|
-82.97% | Feb 2021 | - | 64 |
-1.55% | Oct 2020 | Nov 2020 | 1 |