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0%
Today
0%
This Month
+3.94%
Year To Date
+33.4%
2 Years
+17.63%
5 Years
+6.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs38.11%
- 💰 Finance21.85%
- 🍞 Consumer Non Durables10.55%
- 🧩 Miscellaneous7.86%
- 💻 Electronic Technology6.89%
- 🛍️ Retail Trade4.68%
- 🧬 Health Technology4.06%
- 🚗 Consumer Durables3.93%
- 💵 Cash1.8%
- 🖥️ Technology Services0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.6%
- 🇬🇧 LSE33.03%
- 🇺🇸 Nasdaq17.55%
- 🇩🇪 Xetra ETFs3.36%
- 🇮🇹 Borsa Italiana3.02%
- 🇩🇪 FRA2.85%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom29.58%
- 🇺🇸 United States24.84%
- 🇮🇹 Italy3.02%
- 🇩🇪 Germany2.85%
Dividends
Dividend Yield
2.96%
29 out of 38 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $TMPL.L (13.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TMPL.L | 0.49% | 13.37% | $0.38 |
 MBG.DE | 0.26% | 9% | $5.3 |
 MNG.L | 0.25% | 9.52% | $0.2 |
 LGEN.L | 0.24% | 8.52% | $0.2 |
 IMB.L | 0.18% | 6.32% | $1.49 |
 BATS.L | 0.17% | 7.39% | $2.36 |
 LLOY.L | 0.13% | 4.67% | $0.03 |
 VGK | 0.12% | 4.26% | - |
 UCG.MI | 0.12% | 4.11% | $1.8 |
 BARC.L | 0.09% | 2.77% | $0.08 |
 PFE | 0.09% | 6.37% | $1.66 |
 VOO | 0.09% | 1.26% | - |
 KO | 0.09% | 3.06% | $1.89 |
 JNJ | 0.09% | 3.26% | $4.81 |
 IJR | 0.09% | 3.84% | - |
 MRC.L | 0.07% | 2.74% | $0.07 |
 VNQ | 0.07% | 3.78% | - |
 MINT | 0.06% | 1.55% | - |
 GD | 0.06% | 2.21% | $5.48 |
 VGSH | 0.04% | 1.42% | - |
 DGE.L | 0.04% | 3.31% | $0.81 |
 SDP.L | 0.03% | 1.79% | $0.1 |
 FEVR.L | 0.03% | 2.1% | $0.17 |
 BNDX | 0.02% | 0.84% | - |
 AAPL | 0.02% | 0.53% | $0.97 |
 VHT | 0.01% | 1.36% | - |
 SMH | 0.01% | 0.44% | - |
 MSFT | 0% | 0.76% | $3 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 2.9/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-3.24
-3.24
-4
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-3.24
-3.24
-4
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.54
-0.54
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.34% | May 2022 | Jul 2023 | 14 |
-10.48% | Aug 2023 | Dec 2023 | 4 |
-3.63% | Oct 2024 | Jan 2025 | 3 |
-1.19% | Jan 2024 | Feb 2024 | 1 |
-0.82% | Apr 2024 | May 2024 | 1 |
-0.29% | Jun 2024 | Jul 2024 | 1 |