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-7.39%
This Month
-11.66%
Year To Date
+21%
2 Years
+62.09%
5 Years
+62.09%
10 Years
+11.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs97.34%
- 🪙 Cryptocurrencies2.45%
- 💵 Cash0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE97.34%
- 🌍 Digital Currency2.45%
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 8.1/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
6.72
6.72
-2
0
2
7
7
Omega Ratio
3.58
3.58
0
1
1.5
4
4
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
1.25
1.25
0
0.3
0.6
2
2
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
6.72
6.72
-2
0
2
7
7
Omega Ratio
3.58
3.58
0
1
1.5
4
4
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
1.25
1.25
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-12.8% | Feb 2026 | - | 3 |
-12.66% | Aug 2022 | Mar 2023 | 7 |
-7.39% | Aug 2023 | Nov 2023 | 3 |
-7.27% | Feb 2025 | Jun 2025 | 4 |
-3.85% | Apr 2024 | May 2024 | 1 |
-2.7% | Feb 2022 | Mar 2022 | 1 |
-2.44% | Dec 2024 | Jan 2025 | 1 |
-2.26% | Apr 2022 | Jul 2022 | 3 |
-0.59% | Oct 2024 | Nov 2024 | 1 |
-0.08% | Dec 2025 | Jan 2026 | 1 |