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+5.13%
This Month
+11.16%
Year To Date
+9%
2 Years
+9%
5 Years
+9%
10 Years
+7.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs70.08%
- 🌾 Commodities14.75%
- 🧩 Miscellaneous12.99%
- 💵 Cash2.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.91%
- 🇩🇪 Xetra ETFs23.12%
- 🇺🇸 Nasdaq15.78%
- 🌍 Commodity14.75%
- 🇬🇧 LSE12.99%
- 🇺🇸 Chicago Board Options Exchange5.27%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 14 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 6/10
Beta
-0.07
-0.07
-1
0.8
1.2
-1
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
2.02
2.02
0
1
2
3
3
Jensen's Alpha
10.83
10.83
-2
0
2
11
11
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-10.37
-10.37
-11
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
3.84
3.84
0
0.3
0.6
4
4
Beta
-0.07
-0.07
-1
0.8
1.2
-1
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
2.02
2.02
0
1
2
3
3
Jensen's Alpha
10.83
10.83
-2
0
2
11
11
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-10.37
-10.37
-11
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
3.84
3.84
0
0.3
0.6
4
4
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 |
|---|---|---|---|
-10.14% | Sep 2026 | - | 3 |
-3.09% | Sep 2025 | Mar 2026 | 6 |
-3.04% | Jun 2026 | Aug 2026 | 2 |