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-0.41%
This Month
+4.25%
Year To Date
+14.63%
2 Years
+67.41%
5 Years
+67.41%
10 Years
+13.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs64.03%
- 🧩 Miscellaneous22%
- 💵 Cash14.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.81%
- 🇬🇧 LSE15.28%
- 🇺🇸 Nasdaq14.87%
- 🇺🇸 Chicago Board Options Exchange7.06%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 6.2/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
1.64
1.64
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
1.3
1.3
0
0.3
0.6
2
2
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
1.64
1.64
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
1.3
1.3
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-9.97% | Dec 2024 | Sep 2025 | 9 |
-6.63% | Mar 2026 | May 2026 | 2 |
-6.55% | Aug 2022 | May 2023 | 9 |
-5.64% | Aug 2023 | Nov 2023 | 3 |
-3.41% | Apr 2024 | May 2024 | 1 |
-2.23% | Jun 2026 | Aug 2026 | 2 |
-1.86% | Oct 2024 | Nov 2024 | 1 |
-0.41% | Sep 2026 | - | 1 |
-0.04% | Jul 2024 | Aug 2024 | 1 |