Loading...
0%
This Month
+2.43%
Year To Date
+61.23%
2 Years
+188.59%
5 Years
+188.59%
10 Years
+33.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous41.72%
- 📊 ETFs39.59%
- 🪙 Cryptocurrencies12.72%
- 💵 Cash6.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.08%
- 🇺🇸 NYSE20.24%
- 🌍 Digital Currency12.72%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.18%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.18% | 0.43% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.2/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.21
2.21
0
1
2
3
3
Jensen's Alpha
12.35
12.35
-2
0
2
13
13
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
2.27
2.27
0
0.3
0.6
3
3
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.21
2.21
0
1
2
3
3
Jensen's Alpha
12.35
12.35
-2
0
2
13
13
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
2.27
2.27
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-13.26% | Dec 2024 | May 2025 | 5 |
-12.14% | Dec 2022 | Mar 2023 | 3 |
-9.83% | Nov 2025 | Apr 2026 | 5 |
-5.32% | Sep 2023 | Nov 2023 | 2 |
-2.86% | Jul 2024 | Sep 2024 | 2 |
-1.05% | Oct 2022 | Nov 2022 | 1 |
-0.78% | Apr 2024 | May 2024 | 1 |