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-7.86%
This Month
-12.14%
Year To Date
+19.97%
2 Years
+32.93%
5 Years
+32.93%
10 Years
+12.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs93.94%
- 🪙 Cryptocurrencies5.84%
- 💵 Cash0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75.28%
- 🇺🇸 Nasdaq18.67%
- 🌍 Digital Currency5.84%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 4 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 6.5/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
1.48
1.48
0
0.5
1
2
2
Sortino Ratio
2.77
2.77
0
1
2
3
3
Jensen's Alpha
0.86
0.86
-2
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
2.7
2.7
0
0.3
0.6
3
3
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
1.48
1.48
0
0.5
1
2
2
Sortino Ratio
2.77
2.77
0
1
2
3
3
Jensen's Alpha
0.86
0.86
-2
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
2.7
2.7
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-13.26% | Feb 2026 | - | 3 |
-7.34% | Feb 2025 | Jun 2025 | 4 |
-3.24% | Apr 2024 | May 2024 | 1 |
-2.42% | Dec 2024 | Jan 2025 | 1 |
-0.86% | Nov 2025 | Jan 2026 | 2 |
-0.85% | Oct 2024 | Nov 2024 | 1 |