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-0.36%
This Month
-0.13%
Year To Date
+39.06%
2 Years
+42.12%
5 Years
+63.09%
10 Years
+9.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash51.33%
- 📊 ETFs49.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.05%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 3 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 5/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
0.69
0.69
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
0.69
0.69
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
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 |
|---|---|---|---|
-35.17% | Feb 2021 | Sep 2024 | 43 |
-12.26% | Sep 2020 | Nov 2020 | 2 |
-8.78% | Mar 2026 | - | 2 |
-6.47% | Mar 2025 | May 2025 | 2 |
-1.89% | Dec 2024 | Jan 2025 | 1 |
-1.3% | Oct 2024 | Nov 2024 | 1 |
-0.37% | Dec 2025 | Jan 2026 | 1 |
-0.24% | Jun 2025 | Jul 2025 | 1 |