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-0.06%
Today
+15.31%
This Month
+69.06%
Year To Date
+288.71%
2 Years
+3067.05%
5 Years
+146.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash43.08%
- 📈 Indexes15.33%
- 🛍️ Retail Trade6.71%
- 🌾 Commodities5.35%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD15.33%
- 🇬🇧 LSE6.71%
- 🌍 Commodity5.35%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom6.71%
Dividends
Dividend Yield
0.07%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MKS.L (1.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MKS.L | 0.07% | 1.05% | $0.03 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
1.36
1.36
0
0.5
1
2
2
Sortino Ratio
2.99
2.99
0
1
2
3
3
Jensen's Alpha
153.98
153.98
-2
0
2
154
154
Omega Ratio
2.86
2.86
0
1
1.5
3
3
Treynor Ratio
4.1
4.1
0
0.75
1.25
5
5
Information Ratio
1.37
1.37
0
0.3
0.6
2
2
Calmar Ratio
2.69
2.69
0
0.3
0.6
3
3
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
1.36
1.36
0
0.5
1
2
2
Sortino Ratio
2.99
2.99
0
1
2
3
3
Jensen's Alpha
153.98
153.98
-2
0
2
154
154
Omega Ratio
2.86
2.86
0
1
1.5
3
3
Treynor Ratio
4.1
4.1
0
0.75
1.25
5
5
Information Ratio
1.37
1.37
0
0.3
0.6
2
2
Calmar Ratio
2.69
2.69
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.53
High:
MKS.L
23.53MKS.LLow:MKS.L
23.53MKS.LDetails
PEG Ratio
N/A
Details
Price/Book
2.36
High:MKS.L
2.36MKS.LLow:MKS.L
2.36MKS.LDetails
Price/Sales
0.57
High:MKS.L
0.57MKS.LLow:MKS.L
0.57MKS.LDetails
Price/CF
6.69
High:MKS.L
6.69MKS.LLow:MKS.L
6.69MKS.LDetails
Price/FCF
10.95
High:MKS.L
10.95MKS.LLow:MKS.L
10.95MKS.LDetails
P/E Ratio
23.53
High:MKS.L
23.53MKS.LLow:MKS.L
23.53MKS.LDetails
PEG Ratio
N/A
Details
Price/Book
2.36
High:MKS.L
2.36MKS.LLow:MKS.L
2.36MKS.LDetails
Price/Sales
0.57
High:MKS.L
0.57MKS.LLow:MKS.L
0.57MKS.LDetails
Price/CF
6.69
High:MKS.L
6.69MKS.LLow:MKS.L
6.69MKS.LDetails
Price/FCF
10.95
High:MKS.L
10.95MKS.LLow:MKS.L
10.95MKS.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.92% | May 2023 | Mar 2024 | 10 |
-33.17% | Feb 2025 | Jul 2025 | 5 |
-27.4% | Apr 2024 | Aug 2024 | 4 |
-27.09% | Apr 2022 | Jul 2022 | 3 |
-23.67% | Nov 2021 | Dec 2021 | 1 |
-18.99% | Dec 2022 | Jan 2023 | 1 |
-5.07% | Sep 2022 | Oct 2022 | 1 |