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+0.29%
This Month
+1.81%
Year To Date
+6.29%
2 Years
+7.08%
5 Years
+13.33%
10 Years
+1.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous69.2%
- 💵 Cash31.38%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE69.2%
Countries Breakdown
- Country
- Total
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 2.7/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-4.86
-4.86
-5
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.1
-0.1
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-4.86
-4.86
-5
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.1
-0.1
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
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 |
|---|---|---|---|
-22.31% | Nov 2021 | Aug 2024 | 33 |
-10.26% | Sep 2019 | Dec 2020 | 15 |
-1.61% | Sep 2021 | Oct 2021 | 1 |
-1.02% | May 2021 | Jun 2021 | 1 |
-0.98% | Jul 2021 | Aug 2021 | 1 |
-0.79% | Oct 2024 | Apr 2025 | 6 |
-0.2% | Mar 2026 | May 2026 | 2 |
-0.1% | Jul 2025 | Aug 2025 | 1 |
-0.1% | Feb 2021 | Mar 2021 | 1 |