Loading...
+12.89%
This Month
+12.89%
Year To Date
+73.33%
2 Years
+92.38%
5 Years
+62.24%
10 Years
+5.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.21%
- 💵 Cash1.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE92.68%
- 🇺🇸 Nasdaq6.53%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 14 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 3.1/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-5.03
-5.03
-6
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-5.03
-5.03
-6
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
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 |
|---|---|---|---|
-43.07% | Jul 2018 | Mar 2022 | 44 |
-29.38% | Jun 2022 | Nov 2025 | 41 |
-9.93% | Oct 2016 | May 2018 | 19 |
-2.73% | May 2016 | Jun 2016 | 1 |
-0.8% | Aug 2016 | Sep 2016 | 1 |