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-4.12%
This Month
+37.29%
Year To Date
+139.59%
2 Years
+671.68%
5 Years
+671.68%
10 Years
+140.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash51.39%
- 📈 Indexes49.36%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD49.36%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 2 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 8.3/10
Beta
3.37
3.37
0
0.8
1.2
0
4
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.93
2.93
0
1
2
3
3
Jensen's Alpha
122.47
122.47
-2
0
2
123
123
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
3.7
3.7
0
0.75
1.25
4
4
Information Ratio
1.15
1.15
0
0.3
0.6
2
2
Calmar Ratio
2.55
2.55
0
0.3
0.6
3
3
Beta
3.37
3.37
0
0.8
1.2
0
4
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.93
2.93
0
1
2
3
3
Jensen's Alpha
122.47
122.47
-2
0
2
123
123
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
3.7
3.7
0
0.75
1.25
4
4
Information Ratio
1.15
1.15
0
0.3
0.6
2
2
Calmar Ratio
2.55
2.55
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-59.84% | Jul 2024 | Oct 2025 | 15 |
-29.59% | Dec 2023 | Jan 2024 | 1 |
-29.39% | Nov 2025 | Jan 2026 | 2 |
-4.12% | Feb 2026 | - | 1 |