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-7.27%
This Month
-11.17%
Year To Date
+22.6%
2 Years
+56.49%
5 Years
+56.49%
10 Years
+14.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs97.82%
- 💵 Cash3.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE97.82%
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 5.9/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.35
2.35
0
1
2
3
3
Jensen's Alpha
-0.07
-0.07
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
2.41
2.41
0
0.3
0.6
3
3
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.35
2.35
0
1
2
3
3
Jensen's Alpha
-0.07
-0.07
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
2.41
2.41
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-12.45% | Feb 2026 | - | 3 |
-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 |
-0.67% | Oct 2024 | Nov 2024 | 1 |