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+0.05%
This Month
+14.57%
Year To Date
+53.98%
2 Years
+54.47%
5 Years
+54.47%
10 Years
+9.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs76.12%
- 🪙 Cryptocurrencies13.67%
- 💵 Cash12.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.73%
- 🇺🇸 Chicago Board Options Exchange17.47%
- 🇺🇸 Nasdaq17.19%
- 🌍 Digital Currency13.67%
- 🇬🇧 LSE1.73%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.85%
20 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EWH (3.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWH | 0.1% | 3.83% | - |
 XLP | 0.09% | 2.48% | - |
 EWT | 0.08% | 2.1% | - |
 FXI | 0.08% | 2.62% | - |
 EWJ | 0.06% | 2.2% | - |
 MTUM | 0.06% | 0.91% | - |
 SOXX | 0.05% | 0.69% | - |
 KWEB | 0.04% | 3% | - |
 EZU | 0.04% | 2.59% | - |
 QQQ | 0.04% | 0.51% | - |
 IAEX.L | 0.03% | 2% | - |
 IVW | 0.03% | 0.46% | - |
 EWL | 0.03% | 1.87% | - |
 XLF | 0.03% | 1.38% | - |
 XLI | 0.02% | 1.31% | - |
 INDA | 0.02% | 0.72% | - |
 IHI | 0.02% | 0.44% | - |
 TAN | 0.01% | 0.48% | - |
 CQQQ | 0% | 0.25% | - |
 XBI | 0% | 0.04% | - |
Performance Metrics
Score 3.5/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-4.5
-4.5
-5
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-4.5
-4.5
-5
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
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 |
|---|---|---|---|
-33.9% | Nov 2021 | Nov 2024 | 36 |
-8.66% | Feb 2025 | May 2025 | 3 |
-4.8% | Sep 2021 | Oct 2021 | 1 |
-2.89% | May 2021 | Aug 2021 | 3 |
-2.39% | Dec 2024 | Jan 2025 | 1 |