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+0.01%
Today
+0.79%
This Month
+10.08%
Year To Date
+62.86%
2 Years
+267.74%
5 Years
+33.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash96.08%
- 💹 Forex4.39%
- 🪙 Cryptocurrencies0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 FX4.39%
- 🌍 Digital Currency0.12%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 3 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 8.3/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
34.38
34.38
-2
0
2
35
35
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
6.21
6.21
0
0.75
1.25
7
7
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
34.38
34.38
-2
0
2
35
35
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
6.21
6.21
0
0.75
1.25
7
7
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
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 |
|---|---|---|---|
-34.1% | May 2021 | Oct 2021 | 5 |
-33.52% | Jul 2022 | Mar 2023 | 8 |
-20.25% | Mar 2018 | Nov 2018 | 8 |
-20.07% | Dec 2020 | Jan 2021 | 1 |
-15.9% | Jul 2024 | Dec 2024 | 5 |
-15.89% | Feb 2021 | Mar 2021 | 1 |
-14.88% | Aug 2023 | Feb 2024 | 6 |
-12.76% | Mar 2019 | Jun 2019 | 3 |
-12.71% | Mar 2014 | Jul 2014 | 4 |
-8.28% | Jan 2019 | Feb 2019 | 1 |
-7.5% | Jul 2020 | Aug 2020 | 1 |
-6.77% | Nov 2013 | Dec 2013 | 1 |
-5.31% | Aug 2015 | Oct 2015 | 2 |
-5.12% | Oct 2014 | Mar 2015 | 5 |
-4.13% | Jul 2019 | Aug 2019 | 1 |
-4.07% | Apr 2015 | Jun 2015 | 2 |
-3.29% | Sep 2019 | Oct 2019 | 1 |
-2.71% | Feb 2025 | Mar 2025 | 1 |
-2.47% | Apr 2023 | Jun 2023 | 2 |
-1.51% | Apr 2024 | May 2024 | 1 |
-0.78% | Sep 2020 | Oct 2020 | 1 |