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+1.26%
This Month
+4.35%
Year To Date
+30.43%
2 Years
+63.1%
5 Years
+107.46%
10 Years
+16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.27%
- 🪙 Cryptocurrencies4.7%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.31%
- 🇺🇸 Nasdaq37.96%
- 🌍 Digital Currency4.7%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
2.43%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TLT (4.3%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EWT | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.5/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
0.86
0.86
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
0.86
0.86
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
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 | Aug 2025 | 1 |
-0.31% | Nov 2021 | Dec 2021 | 1 |
-0.25% | May 2021 | Jun 2021 | 1 |
-0.15% | Jan 2021 | Feb 2021 | 1 |