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+3.88%
This Month
+14.9%
Year To Date
+54.1%
2 Years
+95.53%
5 Years
+128.42%
10 Years
+17.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.78%
- 🪙 Cryptocurrencies4.17%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.67%
- 🇺🇸 Nasdaq44.11%
- 🌍 Digital Currency4.17%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 5 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 5.9/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
1.31
1.31
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
1.31
1.31
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock 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 |
|---|---|---|---|
-26.55% | Jan 2022 | Dec 2023 | 23 |
-10.15% | Dec 2024 | Jun 2025 | 6 |
-8.16% | Sep 2020 | Dec 2020 | 3 |
-4.97% | Sep 2021 | Oct 2021 | 1 |
-3.78% | Apr 2024 | May 2024 | 1 |
-1.76% | Oct 2024 | Nov 2024 | 1 |
-1.07% | Jul 2025 | Sep 2025 | 2 |
-0.31% | Nov 2021 | Dec 2021 | 1 |
-0.25% | May 2021 | Jun 2021 | 1 |
-0.15% | Jan 2021 | Feb 2021 | 1 |