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+2.04%
This Month
+10.23%
Year To Date
+27.07%
2 Years
+47.78%
5 Years
+47.78%
10 Years
+8.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs52.04%
- 🪙 Cryptocurrencies21.1%
- 💰 Finance15.41%
- 🍞 Consumer Non Durables6.93%
- 💵 Cash4.82%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.28%
- 🌍 Digital Currency21.1%
- 🇺🇸 Nasdaq11.1%
Countries Breakdown
- Country
- Total
- 🇳🇱 Netherlands6.93%
Dividends
Dividend Yield
0%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JBS (0.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JBS | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
0.49
0.49
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
0.49
0.49
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
10.31
High:JBS
10.31JBSLow:JBS
10.31JBSDetails
PEG Ratio
11.45
High:JBS
11.45JBSLow:JBS
11.45JBSDetails
Price/Book
2.06
High:JBS
2.06JBSLow:JBS
2.06JBSDetails
Price/Sales
0.27
High:JBS
0.27JBSLow:JBS
0.27JBSDetails
Price/CF
4.99
High:JBS
4.99JBSLow:JBS
4.99JBSDetails
Price/FCF
N/A
Details
P/E Ratio
10.31
High:JBS
10.31JBSLow:JBS
10.31JBSDetails
PEG Ratio
11.45
High:JBS
11.45JBSLow:JBS
11.45JBSDetails
Price/Book
2.06
High:JBS
2.06JBSLow:JBS
2.06JBSDetails
Price/Sales
0.27
High:JBS
0.27JBSLow:JBS
0.27JBSDetails
Price/CF
4.99
High:JBS
4.99JBSLow:JBS
4.99JBSDetails
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.58% | Dec 2024 | Mar 2026 | 15 |
-21.06% | Dec 2021 | Jul 2023 | 19 |
-19.19% | Aug 2023 | Dec 2023 | 4 |
-12.26% | Apr 2024 | Jul 2024 | 3 |
-10.73% | Oct 2024 | Nov 2024 | 1 |
-2.14% | Aug 2024 | Sep 2024 | 1 |
-1.02% | Jan 2024 | Feb 2024 | 1 |