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0%
This Month
0%
Year To Date
+124.54%
2 Years
+240.02%
5 Years
+777.64%
10 Years
+25.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash1.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0%
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 7.4/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
15.2
15.2
-2
0
2
16
16
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
15.2
15.2
-2
0
2
16
16
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
High:
HTGMQ
-HTGMQLow:HTGMQ
-HTGMQDetails
PEG Ratio
NaN
High:HTGMQ
-HTGMQLow:HTGMQ
-HTGMQDetails
Price/Book
N/A
High:HTGMQ
0.01HTGMQLow:HTGMQ
0.01HTGMQDetails
Price/Sales
N/A
High:HTGMQ
0HTGMQLow:HTGMQ
0HTGMQDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
N/A
High:HTGMQ
-HTGMQLow:HTGMQ
-HTGMQDetails
PEG Ratio
NaN
High:HTGMQ
-HTGMQLow:HTGMQ
-HTGMQDetails
Price/Book
N/A
High:HTGMQ
0.01HTGMQLow:HTGMQ
0.01HTGMQDetails
Price/Sales
N/A
High:HTGMQ
0HTGMQLow:HTGMQ
0HTGMQDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.78% | Feb 2018 | Dec 2019 | 22 |
-24.38% | Jan 2025 | Aug 2025 | 7 |
-18.62% | Aug 2023 | Mar 2024 | 7 |
-17.28% | Aug 2022 | Mar 2023 | 7 |
-13.63% | Sep 2017 | Jan 2018 | 4 |
-12.31% | Aug 2021 | Dec 2021 | 4 |
-7.56% | Mar 2022 | May 2022 | 2 |
-7.53% | Jun 2022 | Jul 2022 | 1 |
-4.73% | Jul 2016 | Dec 2016 | 5 |
-4.66% | Apr 2024 | May 2024 | 1 |
-4.05% | Apr 2021 | Jun 2021 | 2 |
-3.81% | Apr 2023 | Jun 2023 | 2 |
-3.73% | Jul 2017 | Aug 2017 | 1 |
-3.22% | Oct 2024 | Nov 2024 | 1 |
-1.92% | Feb 2020 | Apr 2020 | 2 |
-1.84% | Apr 2017 | Jun 2017 | 2 |
-1.61% | Aug 2024 | Sep 2024 | 1 |
-0.06% | May 2016 | Jun 2016 | 1 |