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-0.69%
This Month
+7.59%
Year To Date
+42.35%
2 Years
+61.6%
5 Years
+61.6%
10 Years
+19.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.52%
- 💵 Cash2.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE98.52%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
1.2%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOO (1.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOO | 1.2% | 1.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
-0.19
-0.19
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
2.51
2.51
0
0.3
0.6
3
3
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
-0.19
-0.19
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
2.51
2.51
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock 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 |
|---|---|---|---|
-8.25% | Aug 2023 | Nov 2023 | 3 |
-7.51% | Feb 2025 | Jun 2025 | 4 |
-4.04% | Apr 2024 | May 2024 | 1 |
-2.42% | Dec 2024 | Jan 2025 | 1 |
-2.41% | Feb 2023 | Mar 2023 | 1 |
-0.69% | Aug 2025 | - | 1 |
-0.67% | Oct 2024 | Nov 2024 | 1 |