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+20.93%
This Month
+39.31%
Year To Date
+121.72%
2 Years
+169.12%
5 Years
+169.12%
10 Years
+44.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs92.36%
- 🪙 Cryptocurrencies7.64%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.82%
- 🇺🇸 Nasdaq45.54%
- 🌍 Digital Currency7.64%
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 7.4/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
18.35
18.35
-2
0
2
19
19
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.21
2.21
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
1.44
1.44
0
0.3
0.6
2
2
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
18.35
18.35
-2
0
2
19
19
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.21
2.21
0
0.75
1.25
3
3
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
1.44
1.44
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-21.96% | Feb 2025 | May 2025 | 3 |
-20.49% | Nov 2025 | Apr 2026 | 5 |
-12.73% | Aug 2023 | Feb 2024 | 6 |
-7.34% | Dec 2024 | Jan 2025 | 1 |
-6.51% | Oct 2024 | Nov 2024 | 1 |
-4.87% | May 2024 | Sep 2024 | 4 |
-1.57% | Mar 2024 | Apr 2024 | 1 |