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-1%
This Month
+12.18%
Year To Date
+8.24%
2 Years
+8.24%
5 Years
+8.24%
10 Years
+8.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.45%
- 🪙 Cryptocurrencies3.68%
- 💵 Cash0.51%
- 🧩 Miscellaneous0.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE70.33%
- 🇺🇸 Nasdaq19.33%
- 🇬🇧 LSE6.15%
- 🌍 Digital Currency3.68%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 17 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 3.7/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-3.75
-3.75
-4
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-3.75
-3.75
-4
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
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 |
|---|---|---|---|
-5.69% | Mar 2026 | Apr 2026 | 1 |
-4.39% | Jun 2026 | Aug 2026 | 2 |
-2.13% | Nov 2025 | Jan 2026 | 2 |
-1% | Sep 2026 | - | 1 |