Loading...
-2.27%
This Month
+8.2%
Year To Date
+29.8%
2 Years
+21.64%
5 Years
+21.64%
10 Years
+4.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.56%
- 🧩 Miscellaneous13.02%
- 💰 Finance9.08%
- 🪙 Cryptocurrencies3.82%
- 💵 Cash1.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68%
- 🇺🇸 Nasdaq15.9%
- 🇺🇸 Chicago Board Options Exchange10.78%
- 🌍 Digital Currency3.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.05%
Dividends
Dividend Yield
0%
0 out of 28 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 2.9/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-5.05
-5.05
-6
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-5.05
-5.05
-6
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
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 |
|---|---|---|---|
-29.56% | Nov 2021 | Jan 2026 | 50 |
-2.82% | Sep 2021 | Oct 2021 | 1 |
-2.27% | Mar 2026 | - | 1 |