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-5.28%
This Month
+5.88%
Year To Date
+44.62%
2 Years
+56.65%
5 Years
+127.79%
10 Years
+16.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.85%
- 🧩 Miscellaneous4.14%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE82.72%
- 🇺🇸 Nasdaq17.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.49%
Dividends
Dividend Yield
0%
0 out of 21 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 6.5/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
2.46
2.46
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
2.46
2.46
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
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 |
|---|---|---|---|
-24.3% | Jan 2022 | Jul 2024 | 30 |
-6.36% | Dec 2024 | Mar 2025 | 3 |
-5.7% | Sep 2021 | Dec 2021 | 3 |
-5.28% | Mar 2026 | - | 1 |
-5.23% | Sep 2020 | Nov 2020 | 2 |
-0.82% | Oct 2024 | Nov 2024 | 1 |
-0.19% | Oct 2025 | Nov 2025 | 1 |