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+0.61%
Today
+0.61%
This Month
+3.65%
Year To Date
+21.07%
2 Years
+34.73%
5 Years
+6.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs78.92%
- 💵 Cash16.36%
- 🪙 Cryptocurrencies4.83%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.89%
- 🇺🇸 Nasdaq23.87%
- 🇺🇸 Chicago Board Options Exchange11.16%
- 🌍 Digital Currency4.83%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
1.01%
21 out of 29 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $EWH (3.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWH | 0.1% | 3.98% | - |
 XLP | 0.1% | 2.49% | - |
 EWT | 0.08% | 2.51% | - |
 THD | 0.07% | 3.47% | - |
 QQQ | 0.07% | 0.63% | - |
 FXI | 0.07% | 1.58% | - |
 XLF | 0.07% | 1.46% | - |
 XLV | 0.06% | 1.66% | - |
 KWEB | 0.05% | 3.17% | - |
 EZU | 0.05% | 2.45% | - |
 EWJ | 0.05% | 2.2% | - |
 EWL | 0.04% | 1.88% | - |
 SOXX | 0.04% | 0.81% | - |
 XLI | 0.04% | 1.47% | - |
 INDA | 0.03% | 0.74% | - |
 EWY | 0.03% | 2.3% | - |
 IHI | 0.02% | 0.46% | - |
 IWO | 0.01% | 0.92% | - |
 CIBR | 0.01% | 0.24% | - |
 TAN | 0.01% | 0.58% | - |
 CQQQ | 0.01% | 0.26% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
EWL | Pay Day | Jun 17, 2025 | $0.00 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
EWJ | Pay Day | Dec 20, 2025 | $0.00 |
FXI | Pay Day | Dec 20, 2025 | $0.45 |
EWY | Pay Day | Dec 20, 2025 | $0.00 |
EWT | Pay Day | Dec 20, 2025 | $0.00 |
THD | Pay Day | Dec 20, 2025 | $0.00 |
EZU | Pay Day | Dec 20, 2025 | $0.33 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
EWH | Pay Day | Dec 20, 2025 | $0.34 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.16 |
Performance Metrics
Score 3.2/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-4.52
-4.52
-5
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-4.52
-4.52
-5
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
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 |
|---|---|---|---|
-29.29% | Nov 2021 | - | 43 |
-4.85% | Sep 2021 | Oct 2021 | 1 |
-2.12% | Jul 2021 | Aug 2021 | 1 |
-1.32% | Mar 2021 | Apr 2021 | 1 |
-0.99% | May 2021 | Jun 2021 | 1 |