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-0.54%
This Month
+11.53%
Year To Date
+14%
2 Years
+23.4%
5 Years
+32.31%
10 Years
+5.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57.03%
- 💵 Cash46.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE19.19%
- 🇩🇪 Xetra ETFs16.56%
- 🇬🇧 LSE15.27%
- 🇺🇸 Nasdaq6.01%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 22 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 6.5/10
Beta
0.07
0.07
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
1.27
1.27
-2
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
2.84
2.84
0
0.75
1.25
3
3
Information Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Calmar Ratio
1.85
1.85
0
0.3
0.6
2
2
Beta
0.07
0.07
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
1.27
1.27
-2
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
2.84
2.84
0
0.75
1.25
3
3
Information Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Calmar Ratio
1.85
1.85
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-2.84% | Nov 2021 | Aug 2022 | 9 |
-1.5% | Oct 2024 | Apr 2025 | 6 |
-1.27% | Sep 2020 | Oct 2020 | 1 |
-1.15% | Jul 2020 | Aug 2020 | 1 |
-0.99% | Sep 2022 | Apr 2023 | 7 |
-0.76% | Sep 2023 | Nov 2023 | 2 |
-0.54% | Nov 2025 | - | 1 |
-0.3% | Apr 2024 | May 2024 | 1 |
-0.24% | Jul 2025 | Aug 2025 | 1 |