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-0.78%
This Month
+2.68%
Year To Date
+7.78%
2 Years
+13.41%
5 Years
+13.41%
10 Years
+4.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash77.74%
- 🪙 Cryptocurrencies9.97%
- 📊 ETFs5.62%
- 🧩 Miscellaneous3.97%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency9.97%
- 🇺🇸 NYSE7.26%
- 🇺🇸 Chicago Board Options Exchange2.34%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.01%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIA.US (1.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DIA.US | 0.01% | 1.35% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
0.12
0.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
0.98
0.98
0
0.3
0.6
1
1
Beta
0.12
0.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
0.98
0.98
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 |
|---|---|---|---|
-4.07% | Jun 2026 | Aug 2026 | 2 |
-3.04% | Jan 2026 | May 2026 | 4 |
-0.78% | Oct 2026 | - | 1 |
-0.48% | Dec 2024 | Jan 2025 | 1 |
-0.26% | Sep 2023 | Oct 2023 | 1 |
-0.22% | Oct 2024 | Nov 2024 | 1 |
-0.06% | Mar 2025 | Apr 2025 | 1 |
-0.03% | Apr 2024 | May 2024 | 1 |