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+1.79%
This Month
+1.79%
Year To Date
+59.44%
2 Years
+109.14%
5 Years
+330.77%
10 Years
+26.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs62.66%
- 💵 Cash28.99%
- 📈 Indexes15.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.07%
- 🌍 CFD15.81%
- 🇺🇸 Nasdaq4.6%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 7 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 7.9/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
12.58
12.58
-2
0
2
13
13
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
12.58
12.58
-2
0
2
13
13
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
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 |
|---|---|---|---|
-33.7% | Sep 2021 | Jul 2023 | 22 |
-15.66% | Aug 2023 | Dec 2023 | 4 |
-15.53% | Feb 2025 | Jun 2025 | 4 |
-7.43% | Oct 2020 | Nov 2020 | 1 |
-6.69% | Apr 2024 | May 2024 | 1 |
-3.17% | Dec 2024 | Jan 2025 | 1 |
-1.18% | Oct 2024 | Nov 2024 | 1 |
-1.14% | Jan 2021 | Feb 2021 | 1 |
-0.05% | Dec 2025 | Jan 2026 | 1 |