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-0.12%
This Month
+20%
Year To Date
+44.14%
2 Years
+59.45%
5 Years
+179.66%
10 Years
+21.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs92.83%
- 🪙 Cryptocurrencies6.54%
- 💵 Cash0.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE83.35%
- 🇺🇸 Nasdaq9.49%
- 🌍 Digital Currency6.54%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 7 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 7.4/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
7.74
7.74
-2
0
2
8
8
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
7.74
7.74
-2
0
2
8
8
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
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 |
|---|---|---|---|
-28.3% | Nov 2021 | Feb 2024 | 27 |
-5.49% | Feb 2025 | May 2025 | 3 |
-4.45% | Apr 2024 | May 2024 | 1 |
-4.12% | Sep 2021 | Oct 2021 | 1 |
-3% | Dec 2024 | Jan 2025 | 1 |
-1.56% | Oct 2024 | Nov 2024 | 1 |
-0.88% | Nov 2025 | - | 2 |
-0.69% | Jan 2021 | Mar 2021 | 2 |
-0.65% | May 2021 | Jul 2021 | 2 |