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+2.24%
This Month
-6.67%
Year To Date
+29.61%
2 Years
+35.41%
5 Years
+284.18%
10 Years
+22.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash50.88%
- 📊 ETFs43.37%
- 🪙 Cryptocurrencies0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.33%
- 🇺🇸 NYSE4.05%
- 🌍 Digital Currency0.42%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 5 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 7.2/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
22.56
22.56
-2
0
2
23
23
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
5.92
5.92
0
0.75
1.25
6
6
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
22.56
22.56
-2
0
2
23
23
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
5.92
5.92
0
0.75
1.25
6
6
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
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 |
|---|---|---|---|
-35.44% | Jan 2022 | Dec 2023 | 23 |
-31.37% | Jul 2024 | Jul 2025 | 12 |
-20.32% | Aug 2019 | Nov 2019 | 3 |
-15.93% | Apr 2020 | Dec 2020 | 8 |
-13.24% | Nov 2025 | - | 6 |
-9.06% | Sep 2021 | Oct 2021 | 1 |
-5.2% | Jan 2020 | Feb 2020 | 1 |
-3.85% | Jan 2024 | May 2024 | 4 |
-3.33% | May 2021 | Jun 2021 | 1 |
-3.16% | Jan 2021 | Feb 2021 | 1 |
-2.18% | Jul 2021 | Aug 2021 | 1 |
-1.91% | Nov 2021 | Dec 2021 | 1 |