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-0.16%
This Month
+4.71%
Year To Date
+31.5%
2 Years
+31.58%
5 Years
+31.58%
10 Years
+6.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs81.45%
- 🧩 Miscellaneous9.52%
- 💵 Cash9.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.34%
- 🇺🇸 Nasdaq30.72%
- 🇬🇧 LSE8.91%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada9.52%
Dividends
Dividend Yield
0%
0 out of 8 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 3.6/10
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
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 |
|---|---|---|---|
-19.46% | Jan 2022 | Jul 2024 | 30 |
-2.95% | Dec 2024 | Jun 2025 | 6 |
-2.7% | Sep 2021 | Oct 2021 | 1 |
-0.7% | Aug 2025 | Sep 2025 | 1 |
-0.24% | Oct 2024 | Nov 2024 | 1 |
-0.16% | Mar 2026 | - | 1 |