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-8.42%
This Month
-12.56%
Year To Date
+19.8%
2 Years
+10.31%
5 Years
+52.11%
10 Years
+7.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs73.09%
- 🧩 Miscellaneous12.94%
- 🪙 Cryptocurrencies10.53%
- 💰 Finance3.25%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64.98%
- 🇺🇸 Nasdaq17.37%
- 🌍 Digital Currency10.53%
- 🇺🇸 Chicago Board Options Exchange6.93%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.04%
1 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.04% | 0.48% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
-0.11
-0.11
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
-0.11
-0.11
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
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 |
|---|---|---|---|
-29.96% | Nov 2021 | May 2025 | 42 |
-16.35% | Nov 2025 | - | 6 |
-5.75% | Sep 2021 | Oct 2021 | 1 |
-4.05% | Feb 2021 | Jun 2021 | 4 |
-1.22% | Jul 2021 | Aug 2021 | 1 |
-1.1% | Dec 2020 | Jan 2021 | 1 |