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-0.47%
This Month
+7.41%
Year To Date
+9.99%
2 Years
+26.84%
5 Years
+26.84%
10 Years
+7.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.11%
- 💵 Cash0.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.25%
- 🇺🇸 NYSE45.39%
- 🇺🇸 Chicago Board Options Exchange3.47%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-1.03
-1.03
-2
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-1.03
-1.03
-2
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
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 |
|---|---|---|---|
-8% | Apr 2024 | Oct 2025 | 18 |
-5.11% | Feb 2023 | Jul 2023 | 5 |
-4% | Aug 2022 | Jan 2023 | 5 |
-3.24% | Oct 2023 | Mar 2024 | 5 |
-0.47% | Mar 2026 | - | 1 |