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-0.63%
This Month
+11.54%
Year To Date
+24.95%
2 Years
+44.68%
5 Years
+29.28%
10 Years
+5.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.1%
- 🧩 Miscellaneous25.03%
- 💵 Cash16.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.6%
- 🇺🇸 Nasdaq41.53%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.24%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.24% | 0.97% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-4.4
-4.4
-5
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-4.4
-4.4
-5
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
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 |
|---|---|---|---|
-51.3% | Aug 2021 | May 2024 | 33 |
-3.44% | Oct 2024 | Feb 2025 | 4 |
-3.41% | Jun 2026 | Aug 2026 | 2 |
-3.12% | Mar 2026 | Apr 2026 | 1 |
-0.63% | Sep 2026 | - | 1 |
-0.36% | Mar 2025 | May 2025 | 2 |
-0.18% | Dec 2025 | Jan 2026 | 1 |