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-0.2%
This Month
-0.31%
Year To Date
+23.97%
2 Years
+24.83%
5 Years
+55.23%
10 Years
+8.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs81.71%
- 💵 Cash13.36%
- 🪙 Cryptocurrencies7.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.92%
- 🇺🇸 Nasdaq20.02%
- 🇺🇸 Chicago Board Options Exchange16.8%
- 🌍 Digital Currency7.48%
- 🇬🇧 LSE1.97%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 26 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 3.4/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-5.27
-5.27
-6
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-5.27
-5.27
-6
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
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 |
|---|---|---|---|
-33.9% | Nov 2021 | Nov 2024 | 36 |
-8.66% | Feb 2025 | May 2025 | 3 |
-4.8% | Sep 2021 | Oct 2021 | 1 |
-4.36% | Nov 2025 | - | 5 |
-2.89% | May 2021 | Aug 2021 | 3 |
-2.39% | Dec 2024 | Jan 2025 | 1 |