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-0.64%
This Month
+13.62%
Year To Date
+40.26%
2 Years
+39%
5 Years
+27.46%
10 Years
+4.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.48%
- 💵 Cash2.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.41%
- 🇺🇸 NYSE23.59%
- 🇺🇸 Chicago Board Options Exchange3.48%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 7 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 2.9/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-7.41
-7.41
-8
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-7.41
-7.41
-8
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
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 |
|---|---|---|---|
-37.56% | Feb 2021 | Oct 2025 | 56 |
-3.08% | Nov 2025 | Jan 2026 | 2 |
-0.64% | Mar 2026 | - | 1 |