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-0.14%
This Month
-4.24%
Year To Date
+1.96%
2 Years
-0.47%
5 Years
+49.24%
10 Years
+6.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.47%
- 🪙 Cryptocurrencies2.27%
- 📈 Indexes2.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.49%
- 🇺🇸 Nasdaq34.98%
- 🌍 Digital Currency2.27%
- 🌍 CFD2.26%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 8 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 4.9/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
0.72
0.72
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
0.72
0.72
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
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 |
|---|---|---|---|
-30.66% | Jan 2022 | - | 51 |
-4.79% | Sep 2021 | Oct 2021 | 1 |
-2.82% | Sep 2020 | Nov 2020 | 2 |
-2.72% | Sep 2019 | Oct 2019 | 1 |
-2.58% | Jan 2021 | Jun 2021 | 5 |