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+0.59%
Today
+4.09%
This Month
+18.27%
Year To Date
+50.16%
2 Years
+95.41%
5 Years
+15.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.93%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.2%
- 🇺🇸 NYSE36.67%
- 🇬🇧 LSE3.88%
- 🇺🇸 Chicago Board Options Exchange3.28%
- 🇩🇪 Xetra ETFs0.89%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
1.32%
11 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JNK (6.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.8/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
1.87
1.87
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
1.87
1.87
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
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 |
|---|---|---|---|
-30.24% | Nov 2021 | Feb 2024 | 27 |
-10.3% | Jan 2020 | Jun 2020 | 5 |
-10.29% | Mar 2025 | Jun 2025 | 3 |
-5.45% | Sep 2020 | Nov 2020 | 2 |
-4.68% | Sep 2021 | Oct 2021 | 1 |
-3.53% | Oct 2024 | Jan 2025 | 3 |
-3.42% | Apr 2024 | May 2024 | 1 |
-2.12% | Jul 2024 | Sep 2024 | 2 |
-0.83% | Aug 2019 | Sep 2019 | 1 |