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+3.26%
This Month
+3.72%
Year To Date
+38.59%
2 Years
+75.73%
5 Years
+75.73%
10 Years
+13.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash93.86%
- 📊 ETFs4.8%
- 🧩 Miscellaneous1.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE4.8%
- 🇺🇸 Nasdaq1.42%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.01%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.01% | 0.43% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
5.39
5.39
-2
0
2
6
6
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.89
0.89
0
0.3
0.6
1
1
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
5.39
5.39
-2
0
2
6
6
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.89
0.89
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 |
|---|---|---|---|
-14.04% | Apr 2022 | Nov 2022 | 7 |
-6.93% | Feb 2024 | Aug 2024 | 6 |
-2.65% | Feb 2025 | Apr 2025 | 2 |
-1.09% | Jan 2026 | Mar 2026 | 2 |
-0.89% | May 2023 | Jun 2023 | 1 |
-0.77% | Feb 2023 | Mar 2023 | 1 |
-0.12% | Oct 2024 | Nov 2024 | 1 |
-0.08% | Sep 2023 | Oct 2023 | 1 |