0%
Today
-23.49%
This Month
+16.74%
Year To Date
+226.52%
2 Years
+294.14%
5 Years
+46.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash80.74%
- 📈 Indexes18.9%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD18.9%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.43
0.43
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
2.51
2.51
0
1
2
3
3
Jensen's Alpha
57.94
57.94
-2
0
2
58
58
Omega Ratio
2.03
2.03
0
1
1.5
3
3
Treynor Ratio
9.67
9.67
0
0.75
1.25
10
10
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
1.4
1.4
0
0.3
0.6
2
2
Beta
0.43
0.43
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
2.51
2.51
0
1
2
3
3
Jensen's Alpha
57.94
57.94
-2
0
2
58
58
Omega Ratio
2.03
2.03
0
1
1.5
3
3
Treynor Ratio
9.67
9.67
0
0.75
1.25
10
10
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
1.4
1.4
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-35.33% | Jun 2021 | Aug 2024 | 38 |
-23.49% | Apr 2025 | - | 1 |
-16.08% | Dec 2024 | Feb 2025 | 2 |