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+0.61%
This Month
+59.82%
Year To Date
+129.81%
2 Years
+167.81%
5 Years
+274.43%
10 Years
+29.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs97.92%
- 🪙 Cryptocurrencies2.08%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.49%
- 🇺🇸 Nasdaq37.82%
- 🇺🇸 Chicago Board Options Exchange12.61%
- 🌍 Digital Currency2.08%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 10 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 |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 7.7/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
9.18
9.18
-2
0
2
10
10
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
9.18
9.18
-2
0
2
10
10
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
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 |
|---|---|---|---|
-36.25% | May 2021 | Dec 2023 | 31 |
-13.63% | Mar 2025 | May 2025 | 2 |
-5.25% | Apr 2024 | May 2024 | 1 |
-4.98% | Oct 2024 | Jan 2025 | 3 |
-1.82% | Jan 2024 | Feb 2024 | 1 |
-1.76% | Jul 2024 | Aug 2024 | 1 |
-0.32% | Mar 2021 | Apr 2021 | 1 |