Loading...
+0.75%
This Month
-0.97%
Year To Date
+8.46%
2 Years
+8.46%
5 Years
+8.46%
10 Years
+8.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.51%
- 💵 Cash38.22%
- 🧩 Miscellaneous17.46%
- 🪙 Cryptocurrencies1.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.38%
- 🇺🇸 Nasdaq19.59%
- 🌍 Digital Currency1.57%
Countries Breakdown
- Country
- Total
Dividends
Performance Metrics
Score 5.7/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
0.93
0.93
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
2.73
2.73
0
0.3
0.6
3
3
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
0.93
0.93
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
2.73
2.73
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-4.48% | Mar 2026 | - | 2 |
-4.28% | Mar 2025 | Jun 2025 | 3 |
-0.35% | Nov 2025 | Jan 2026 | 2 |