Portfolio Health

Health score

Your portfolio is performing better than 68% of similar investors.

Contributing factors

• Diversification64Watch

  Three assets carry the full portfolio. Adding uncorrelated exposure would lift this score.

• Concentration42Attention

  Bitcoin is 58% of total value. A single-asset drawdown would drive most of your downside.

• Volatility71Watch

  30-day realized volatility is moderate and slightly above your stated risk tolerance.

• Liquidity92Good

  All holdings trade on deep venues and can be exited within a day.

Risk exposure

Overall risk reads Moderate.

• VolatilityMediumDaily swings averaged 2.1% over the last 30 days.
• ConcentrationHigh58% of value sits in a single asset.
• LiquidityGoodPositions can be exited quickly at low spread.

Performance

• 24 hours+2.24%
• 7 days+5.81%
• 30 days+11.42%
• 90 days-3.18%
• Year to date+27.65%