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+0.51%
This Month
-3.93%
Year To Date
+1.38%
2 Years
+15.05%
5 Years
+175.9%
10 Years
+17.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57.04%
- 🧩 Miscellaneous18.49%
- 💵 Cash16.53%
- 📈 Indexes5.28%
- 🪙 Cryptocurrencies2.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.75%
- 🇺🇸 Nasdaq19.91%
- 🇬🇧 LSE10.16%
- 🇺🇸 Chicago Board Options Exchange5.71%
- 🌍 CFD5.28%
- 🌍 Digital Currency2.41%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.04%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.04% | 0.48% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
0.03
0.03
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
23.78
23.78
-2
0
2
24
24
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
58.91
58.91
0
0.75
1.25
59
59
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.03
0.03
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
23.78
23.78
-2
0
2
24
24
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
58.91
58.91
0
0.75
1.25
59
59
Information Ratio
0.22
0.22
0
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 |
|---|---|---|---|
-35.37% | Nov 2021 | Feb 2024 | 27 |
-24.7% | Apr 2024 | - | 25 |
-10.7% | Sep 2020 | Oct 2021 | 13 |
-4.89% | Feb 2020 | Mar 2020 | 1 |
-1.23% | Jun 2020 | Jul 2020 | 1 |