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+2.43%
This Month
-4.31%
Year To Date
+19.52%
2 Years
+19.52%
5 Years
+19.52%
10 Years
+19.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs64.82%
- 🧩 Miscellaneous35.18%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs64.82%
- 🇬🇧 LSE35.18%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 6 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 8.8/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.82
1.82
0
0.5
1
2
2
Sortino Ratio
4.76
4.76
0
1
2
5
5
Jensen's Alpha
8.19
8.19
-2
0
2
9
9
Omega Ratio
2.38
2.38
0
1
1.5
3
3
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
1.45
1.45
0
0.3
0.6
2
2
Calmar Ratio
7.86
7.86
0
0.3
0.6
8
8
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.82
1.82
0
0.5
1
2
2
Sortino Ratio
4.76
4.76
0
1
2
5
5
Jensen's Alpha
8.19
8.19
-2
0
2
9
9
Omega Ratio
2.38
2.38
0
1
1.5
3
3
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
1.45
1.45
0
0.3
0.6
2
2
Calmar Ratio
7.86
7.86
0
0.3
0.6
8
8
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 |
|---|---|---|---|
-8.26% | Feb 2026 | - | 3 |
-1.84% | Nov 2025 | Jan 2026 | 2 |