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-18.55%
This Month
-20.1%
Year To Date
+36.75%
2 Years
+74.61%
5 Years
+76.36%
10 Years
+11.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs89.24%
- 🧩 Miscellaneous8.73%
- 💰 Finance1.3%
- 💵 Cash1.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.3%
- 🇺🇸 Nasdaq19.98%
- 🇩🇪 Xetra ETFs19.14%
- 🇬🇧 LSE4.86%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 4.8/10
Beta
2.37
2.37
0
0.8
1.2
0
3
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-0.46
-0.46
-2
0
2
4.5
4.5
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
2.37
2.37
0
0.8
1.2
0
3
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-0.46
-0.46
-2
0
2
4.5
4.5
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
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 |
|---|---|---|---|
-53.2% | Nov 2021 | Dec 2023 | 25 |
-31.57% | Feb 2026 | - | 3 |
-30.04% | Feb 2025 | Sep 2025 | 7 |
-12.55% | Apr 2024 | May 2024 | 1 |
-11.55% | Jul 2024 | Jan 2025 | 6 |
-9.23% | May 2021 | Oct 2021 | 5 |
-4.51% | Nov 2025 | Jan 2026 | 2 |
-2.45% | Feb 2021 | Apr 2021 | 2 |