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+3.58%
This Month
+0.31%
Year To Date
+58.65%
2 Years
+185.38%
5 Years
+329.59%
10 Years
+24.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs81.93%
- 💵 Cash26.67%
- 🪙 Cryptocurrencies1.83%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.42%
- 🇺🇸 Nasdaq20.51%
- 🌍 Digital Currency1.83%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 5 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 7.3/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
9.6
9.6
-2
0
2
10
10
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
9.6
9.6
-2
0
2
10
10
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
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 |
|---|---|---|---|
-30.95% | Jan 2022 | Mar 2023 | 14 |
-28.1% | Jul 2024 | Jul 2025 | 12 |
-26.33% | Aug 2023 | Dec 2023 | 4 |
-12.84% | Apr 2024 | May 2024 | 1 |
-12.56% | Feb 2026 | - | 3 |
-7.45% | Feb 2020 | Apr 2020 | 2 |
-5.58% | Apr 2023 | May 2023 | 1 |
-5.02% | Nov 2025 | Jan 2026 | 2 |
-4.76% | Sep 2021 | Dec 2021 | 3 |
-4.24% | Sep 2020 | Nov 2020 | 2 |
-1.1% | Jan 2021 | Apr 2021 | 3 |