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-0.06%
This Month
+10.06%
Year To Date
+79.45%
2 Years
+28.51%
5 Years
+28.51%
10 Years
+10.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash99.11%
- 💹 Forex0.78%
Exchanges Breakdown
- Exchange
- Total
- 🌍 FX0.78%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 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 5.6/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
12.42
12.42
-2
0
2
13
13
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
3.83
3.83
0
0.75
1.25
4
4
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
12.42
12.42
-2
0
2
13
13
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
3.83
3.83
0
0.75
1.25
4
4
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
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 |
|---|---|---|---|
-54.61% | Dec 2023 | Dec 2025 | 24 |
-17.66% | Feb 2026 | - | 3 |
-15.77% | Sep 2023 | Nov 2023 | 2 |