Loading...
+0.87%
This Month
-3.44%
Year To Date
+24.63%
2 Years
+28.3%
5 Years
+28.3%
10 Years
+7.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.42%
- 💵 Cash0.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE99.42%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 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 3.4/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
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 |
|---|---|---|---|
-14.78% | Jun 2022 | Jan 2023 | 7 |
-10.31% | May 2023 | Dec 2023 | 7 |
-8.96% | Dec 2024 | Jul 2025 | 7 |
-5.68% | Feb 2026 | - | 3 |
-3.91% | Apr 2024 | May 2024 | 1 |
-2.55% | Feb 2023 | Apr 2023 | 2 |
-0.69% | Oct 2024 | Nov 2024 | 1 |
-0.38% | Jan 2024 | Feb 2024 | 1 |