Loading...
-2.88%
This Month
-3.55%
Year To Date
-4.65%
2 Years
-4.65%
5 Years
-4.65%
10 Years
-4.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs63.36%
- 💰 Finance8.29%
- 💻 Electronic Technology7.6%
- 💵 Cash6.18%
- 🏭 Industrial Services5.19%
- 🪙 Cryptocurrencies4.86%
- 🧩 Miscellaneous4.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.59%
- 🇩🇪 Xetra ETFs20.79%
- 🇬🇧 LSE13.88%
- Regular Trading Hours - RTH7.6%
- 🌍 Digital Currency4.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.08%
Dividends
Dividend Yield
0.02%
1 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AGX (0.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGX | 0.02% | 0.38% | $1.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
-0.52
-0.52
-1
0.8
1.2
-1
2
Sharpe Ratio
-3.87
-3.87
-4
0.5
1
1.5
1.5
Sortino Ratio
-2.74
-2.74
-3
1
2
3
3
Jensen's Alpha
-8.98
-8.98
-9
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
-1.58
-1.58
-2
0.3
0.6
1
1
Calmar Ratio
-2.45
-2.45
-3
0.3
0.6
1
1
Beta
-0.52
-0.52
-1
0.8
1.2
-1
2
Sharpe Ratio
-3.87
-3.87
-4
0.5
1
1.5
1.5
Sortino Ratio
-2.74
-2.74
-3
1
2
3
3
Jensen's Alpha
-8.98
-8.98
-9
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
-1.58
-1.58
-2
0.3
0.6
1
1
Calmar Ratio
-2.45
-2.45
-3
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.59
High:
AMD.RTH
480.68AMD.RTHLow:
IONQ.RTH
-26.46IONQ.RTHDetails
PEG Ratio
70.25
High:AGX
70.25AGXLow:AGX
70.25AGXDetails
Price/Book
1.57
High:AGX
15.32AGXLow:
BRK.B
1.47BRK.BDetails
Price/Sales
3.05
High:IONQ.RTH
255.81IONQ.RTHLow:BRK.B
2.83BRK.BDetails
Price/CF
24.92
High:AMD.RTH
51.67AMD.RTHLow:AGX
15.1AGXDetails
Price/FCF
44.46
High:AMD.RTH
62.68AMD.RTHLow:AGX
16.63AGXDetails
P/E Ratio
17.59
High:AMD.RTH
480.68AMD.RTHLow:IONQ.RTH
-26.46IONQ.RTHDetails
PEG Ratio
70.25
High:AGX
70.25AGXLow:AGX
70.25AGXDetails
Price/Book
1.57
High:AGX
15.32AGXLow:BRK.B
1.47BRK.BDetails
Price/Sales
3.05
High:IONQ.RTH
255.81IONQ.RTHLow:BRK.B
2.83BRK.BDetails
Price/CF
24.92
High:AMD.RTH
51.67AMD.RTHLow:AGX
15.1AGXDetails
Price/FCF
44.46
High:AMD.RTH
62.68AMD.RTHLow:AGX
16.63AGXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.76% | Dec 2025 | - | 4 |