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-17.48%
This Month
-28.53%
Year To Date
+30.61%
2 Years
+46.14%
5 Years
+151.43%
10 Years
+17.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs93.6%
- 🪙 Cryptocurrencies3.21%
- 🧩 Miscellaneous2.94%
- 💵 Cash0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.34%
- 🇺🇸 Nasdaq35.54%
- 🇺🇸 Chicago Board Options Exchange14.66%
- 🌍 Digital Currency3.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.94%
Dividends
Dividend Yield
0%
0 out of 9 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 7.2/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
7.1
7.1
-2
0
2
8
8
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
7.1
7.1
-2
0
2
8
8
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
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 |
|---|---|---|---|
-36.25% | May 2021 | Dec 2023 | 31 |
-32.44% | Nov 2025 | - | 6 |
-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 |