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+11.53%
This Month
+66.88%
Year To Date
+253.91%
2 Years
+245.9%
5 Years
+266.47%
10 Years
+21.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs69.86%
- 💵 Cash35.75%
- 💰 Finance15.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.04%
- 🇺🇸 Nasdaq31.07%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 3 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 6.1/10
Beta
0.3
0.3
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
8.77
8.77
-2
0
2
9
9
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
3.23
3.23
0
0.75
1.25
4
4
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.3
0.3
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
8.77
8.77
-2
0
2
9
9
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
3.23
3.23
0
0.75
1.25
4
4
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
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 |
|---|---|---|---|
-33.23% | Feb 2020 | Feb 2021 | 12 |
-29.78% | Jul 2022 | Jun 2025 | 35 |
-17.54% | Feb 2026 | Apr 2026 | 2 |
-4.64% | Dec 2021 | Jan 2022 | 1 |
-4.62% | Sep 2021 | Oct 2021 | 1 |
-3.07% | Nov 2025 | Jan 2026 | 2 |
-2.52% | May 2022 | Jun 2022 | 1 |
-1.5% | Dec 2019 | Jan 2020 | 1 |
-0.46% | May 2021 | Jun 2021 | 1 |