Loading...
+0.71%
This Month
-0.37%
Year To Date
+14.49%
2 Years
+22.11%
5 Years
+33.68%
10 Years
+5.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash46.74%
- 🧩 Miscellaneous30.48%
- 📊 ETFs26.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE19.42%
- 🇩🇪 Xetra ETFs15.98%
- 🇬🇧 LSE15.67%
- 🇺🇸 Nasdaq5.65%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 6.8/10
Beta
0.07
0.07
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
1.61
1.61
-2
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
3.19
3.19
0
0.75
1.25
4
4
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
1.95
1.95
0
0.3
0.6
2
2
Beta
0.07
0.07
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
1.61
1.61
-2
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
3.19
3.19
0
0.75
1.25
4
4
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
1.95
1.95
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-3.53% | Mar 2026 | - | 2 |
-2.84% | Nov 2021 | Aug 2022 | 9 |
-1.5% | Oct 2024 | Apr 2025 | 6 |
-1.27% | Sep 2020 | Oct 2020 | 1 |
-1.15% | Jul 2020 | Aug 2020 | 1 |
-0.99% | Sep 2022 | Apr 2023 | 7 |
-0.76% | Sep 2023 | Nov 2023 | 2 |
-0.3% | Apr 2024 | May 2024 | 1 |
-0.24% | Jul 2025 | Aug 2025 | 1 |