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-0.39%
This Month
+7.04%
Year To Date
+30.36%
2 Years
+22.33%
5 Years
+38.21%
10 Years
+4.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs89.66%
- 💵 Cash11.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.18%
- 🇺🇸 NYSE28.25%
- 🇬🇧 LSE27.23%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 5 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 3.7/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-1.6
-1.6
-2
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-1.6
-1.6
-2
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock 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 |
|---|---|---|---|
-17.26% | Apr 2022 | Mar 2024 | 23 |
-7.31% | Dec 2024 | Aug 2025 | 8 |
-4.87% | Mar 2020 | Jan 2022 | 22 |
-3.25% | Apr 2024 | May 2024 | 1 |
-2.05% | Feb 2022 | Mar 2022 | 1 |
-1.71% | Jul 2019 | Aug 2019 | 1 |
-1.17% | Oct 2025 | - | 2 |
-0.73% | Feb 2019 | Mar 2019 | 1 |
-0.56% | Oct 2024 | Nov 2024 | 1 |
-0.46% | Nov 2019 | Dec 2019 | 1 |