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-0.15%
This Month
+5.5%
Year To Date
+37.1%
2 Years
+59.9%
5 Years
+196.3%
10 Years
+20.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs94.53%
- 🪙 Cryptocurrencies5.45%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE83.78%
- 🇺🇸 Nasdaq10.75%
- 🌍 Digital Currency5.45%
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 7.6/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.78
1.78
0
1
2
3
3
Jensen's Alpha
9.37
9.37
-2
0
2
10
10
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.09
2.09
0
0.75
1.25
3
3
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.78
1.78
0
1
2
3
3
Jensen's Alpha
9.37
9.37
-2
0
2
10
10
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.09
2.09
0
0.75
1.25
3
3
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
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 |
|---|---|---|---|
-28.3% | Nov 2021 | Feb 2024 | 27 |
-5.5% | Mar 2026 | Apr 2026 | 1 |
-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 |
-0.76% | Nov 2025 | Jan 2026 | 2 |
-0.69% | Jan 2021 | Mar 2021 | 2 |
-0.65% | May 2021 | Jul 2021 | 2 |
-0.15% | Jun 2026 | - | 1 |