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-1.57%
This Month
+8.48%
Year To Date
+35.21%
2 Years
-100%
5 Years
-100%
10 Years
-98.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous73.32%
- 📊 ETFs26.58%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE72.69%
- 🇬🇧 LSE19.79%
- 🇩🇪 Xetra ETFs7.42%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.45%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.45% | 0.97% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.5/10
Beta
2.09
2.09
0
0.8
1.2
0
3
Sharpe Ratio
-0.45
-0.45
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.45
-0.45
-1
1
2
3
3
Jensen's Alpha
-43.93
-43.93
-44
0
2
4.5
4.5
Omega Ratio
0.24
0.24
0
1
1.5
2.5
2.5
Treynor Ratio
-1.16
-1.16
-2
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
0.3
0.6
1
1
Beta
2.09
2.09
0
0.8
1.2
0
3
Sharpe Ratio
-0.45
-0.45
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.45
-0.45
-1
1
2
3
3
Jensen's Alpha
-43.93
-43.93
-44
0
2
4.5
4.5
Omega Ratio
0.24
0.24
0
1
1.5
2.5
2.5
Treynor Ratio
-1.16
-1.16
-2
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
-1
-1
-1
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 |
|---|---|---|---|
-100% | Apr 2024 | - | 31 |