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-7.21%
This Month
-9.87%
Year To Date
+18.89%
2 Years
+18.22%
5 Years
+18.22%
10 Years
+7.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs61.12%
- 🧩 Miscellaneous23.94%
- 🪙 Cryptocurrencies11.21%
- 💵 Cash3.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq72.13%
- 🇺🇸 NYSE12.93%
- 🌍 Digital Currency11.21%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.11%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.11% | 0.48% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
-6.78
-6.78
-7
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
1.94
1.94
0
0.3
0.6
2
2
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
-6.78
-6.78
-7
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
1.94
1.94
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-15.38% | Nov 2025 | - | 6 |
-7.15% | Apr 2024 | Jul 2024 | 3 |
-6.69% | Dec 2024 | May 2025 | 5 |
-4.54% | Oct 2024 | Nov 2024 | 1 |