Loading...
+0.07%
This Month
-0.39%
Year To Date
+41.7%
2 Years
+74.6%
5 Years
+125.19%
10 Years
+15.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs100%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.04%
- 🇺🇸 Nasdaq36.94%
- 🇬🇧 LSE13.68%
- 🇺🇸 Chicago Board Options Exchange8.33%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 15 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 4.5/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
-1.44
-1.44
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
-1.44
-1.44
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
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 |
|---|---|---|---|
-41.1% | Dec 2021 | May 2024 | 29 |
-16.2% | Feb 2025 | Jun 2025 | 4 |
-7.27% | Sep 2021 | Oct 2021 | 1 |
-6.14% | Sep 2020 | Nov 2020 | 2 |
-4.07% | Nov 2025 | - | 5 |
-2.85% | Jul 2024 | Nov 2024 | 4 |
-2.29% | Jul 2021 | Aug 2021 | 1 |
-0.92% | Dec 2024 | Jan 2025 | 1 |
-0.79% | Mar 2021 | Apr 2021 | 1 |