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+0.87%
This Month
-3.78%
Year To Date
-63.99%
2 Years
-55.85%
5 Years
-55.85%
10 Years
-27.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous97.02%
- 💵 Cash2.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq97.02%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.47%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.47% | 0.49% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.86
-0.86
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.88
-0.88
-1
1
2
3
3
Jensen's Alpha
-36.26
-36.26
-37
0
2
4.5
4.5
Omega Ratio
0.18
0.18
0
1
1.5
2.5
2.5
Treynor Ratio
-3.3
-3.3
-4
0.75
1.25
2
2
Information Ratio
-1.43
-1.43
-2
0.3
0.6
1
1
Calmar Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.86
-0.86
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.88
-0.88
-1
1
2
3
3
Jensen's Alpha
-36.26
-36.26
-37
0
2
4.5
4.5
Omega Ratio
0.18
0.18
0
1
1.5
2.5
2.5
Treynor Ratio
-3.3
-3.3
-4
0.75
1.25
2
2
Information Ratio
-1.43
-1.43
-2
0.3
0.6
1
1
Calmar Ratio
-0.42
-0.42
-1
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 |
|---|---|---|---|
-68.99% | Dec 2024 | - | 17 |
-2.82% | Jul 2024 | Aug 2024 | 1 |
-2.52% | Apr 2024 | May 2024 | 1 |