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-0.32%
This Month
+2.46%
Year To Date
+32.4%
2 Years
+32.4%
5 Years
+32.4%
10 Years
+20.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs96.73%
- 💵 Cash3.97%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.06%
- 🇺🇸 Chicago Board Options Exchange13.35%
- 🇬🇧 LSE10.89%
- 🇺🇸 Nasdaq10.21%
- 🇩🇪 Xetra ETFs7.22%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 20 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 5.3/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
-0.54
-0.54
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
1.92
1.92
0
0.3
0.6
2
2
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
-0.54
-0.54
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
1.92
1.92
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 |
|---|---|---|---|
-8.58% | Feb 2025 | Jun 2025 | 4 |
-3.03% | Dec 2024 | Jan 2025 | 1 |
-1.83% | Nov 2025 | Jan 2026 | 2 |
-0.84% | Oct 2024 | Nov 2024 | 1 |
-0.32% | Mar 2026 | - | 1 |