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-0.01%
This Month
+9.02%
Year To Date
+15.3%
2 Years
+53.04%
5 Years
+118.89%
10 Years
+9.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs90.14%
- 💵 Cash9.61%
- 📈 Indexes0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.64%
- 🇬🇧 LSE30.42%
- 🇺🇸 NYSE22.77%
- 🇩🇪 Xetra ETFs2.48%
- 🇺🇸 Chicago Board Options Exchange1.83%
- 🌍 CFD0.33%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 19 instruments pay dividend.
1 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 |
|---|---|---|---|
 COMT | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.5/10
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
5.87
5.87
-2
0
2
6
6
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
3.31
3.31
0
0.75
1.25
4
4
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
0.2
0.2
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
5.87
5.87
-2
0
2
6
6
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
3.31
3.31
0
0.75
1.25
4
4
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
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 |
|---|---|---|---|
-16.67% | Apr 2018 | Aug 2020 | 28 |
-13.39% | Sep 2021 | Feb 2023 | 17 |
-7.7% | Jan 2021 | Apr 2021 | 3 |
-2.94% | Sep 2023 | Dec 2023 | 3 |
-2.1% | Sep 2020 | Oct 2020 | 1 |
-1.7% | Dec 2017 | Feb 2018 | 2 |
-1.09% | Oct 2024 | Jan 2025 | 3 |
-0.95% | Mar 2025 | Apr 2025 | 1 |
-0.68% | Aug 2024 | Sep 2024 | 1 |
-0.06% | May 2023 | Jun 2023 | 1 |
-0.01% | Dec 2025 | - | 1 |