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+6.03%
This Month
+13.72%
Year To Date
+44.19%
2 Years
+63.86%
5 Years
+3.2%
10 Years
+0.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57.75%
- 🧩 Miscellaneous38.52%
- 🪙 Cryptocurrencies1.88%
- 💰 Finance1.68%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE38.52%
- 🇺🇸 NYSE37.49%
- 🇺🇸 Nasdaq14.66%
- 🇺🇸 Chicago Board Options Exchange5.41%
- 🌍 Digital Currency1.88%
- 🇩🇪 Xetra ETFs1.87%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 5.7/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
11.94
11.94
-2
0
2
12
12
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
3.37
3.37
0
0.75
1.25
4
4
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
11.94
11.94
-2
0
2
12
12
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
3.37
3.37
0
0.75
1.25
4
4
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0
0
-1
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 |
|---|---|---|---|
-87.98% | Jan 2018 | - | 101 |