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0%
This Month
-3.79%
Year To Date
+24.73%
2 Years
+41.95%
5 Years
+41.95%
10 Years
+14.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous65.85%
- 📊 ETFs15.88%
- 💵 Cash11.31%
- 🪙 Cryptocurrencies6.45%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE61.92%
- 🇩🇪 Xetra ETFs19.81%
- 🌍 Digital Currency6.45%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom0.6%
Dividends
Dividend Yield
0%
1 out of 15 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 4/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
-10.31
-10.31
-11
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
-10.31
-10.31
-11
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
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 |
|---|---|---|---|
-19.92% | Dec 2024 | Aug 2025 | 8 |
-9.29% | Oct 2025 | - | 6 |
-8.55% | Apr 2024 | Nov 2024 | 7 |