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+0.81%
This Month
-1.8%
Year To Date
+26.95%
2 Years
+19.55%
5 Years
+104.41%
10 Years
+11.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.68%
- 🧩 Miscellaneous36.25%
- 🪙 Cryptocurrencies10.99%
- 💵 Cash7.89%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34%
- 🇩🇪 Xetra ETFs23.55%
- 🇬🇧 LSE19.27%
- 🌍 Digital Currency10.99%
- 🇺🇸 Nasdaq6.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.98%
Dividends
Dividend Yield
0%
0 out of 17 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 6.7/10
Beta
0.4
0.4
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
5.85
5.85
-2
0
2
6
6
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
2.19
2.19
0
0.75
1.25
3
3
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.4
0.4
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
5.85
5.85
-2
0
2
6
6
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
2.19
2.19
0
0.75
1.25
3
3
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
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 |
|---|---|---|---|
-24.75% | Jun 2021 | Nov 2024 | 41 |
-7.06% | Mar 2026 | - | 2 |
-4.4% | Feb 2025 | May 2025 | 3 |
-3.51% | Sep 2020 | Dec 2020 | 3 |
-2.76% | Dec 2024 | Jan 2025 | 1 |
-2.25% | Feb 2021 | May 2021 | 3 |
-0.76% | Nov 2025 | Jan 2026 | 2 |