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-1.01%
This Month
-0.87%
Year To Date
+17.99%
2 Years
+88.69%
5 Years
+238.01%
10 Years
+26.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies43.23%
- 👥 Copy Trading38.37%
- 📊 ETFs18.37%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency43.23%
- 🇺🇸 NYSE36.33%
- 🇺🇸 Chicago Board Options Exchange11.33%
- 🇺🇸 Nasdaq8.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.47%
- 🇨🇦 Canada1.19%
- 🇮🇪 Ireland1%
- 🇬🇧 United Kingdom0.99%
Dividends
Dividend Yield
0.99%
1 out of 5 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: DividendGrowth (2.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.99% | 2.58% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
 LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
Performance Metrics
Score 6.8/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
7.43
7.43
-2
0
2
8
8
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
7.43
7.43
-2
0
2
8
8
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
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 |
|---|---|---|---|
-42.47% | Nov 2021 | - | 50 |
-7.63% | Sep 2021 | Oct 2021 | 1 |
-5.08% | May 2021 | Jul 2021 | 2 |
-1.73% | Sep 2020 | Oct 2020 | 1 |