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+0.17%
This Month
+8.39%
Year To Date
+49.75%
2 Years
+97.98%
5 Years
+358.72%
10 Years
+26.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash51.4%
- 📊 ETFs37.17%
- 📈 Indexes13.61%
- 🧩 Miscellaneous10.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.21%
- 🌍 CFD13.61%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.1%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPY (1.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.1% | 1.02% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
11.4
11.4
-2
0
2
12
12
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
11.4
11.4
-2
0
2
12
12
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
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 |
|---|---|---|---|
-33.7% | Sep 2021 | Jul 2023 | 22 |
-15.66% | Aug 2023 | Dec 2023 | 4 |
-15.53% | Feb 2025 | Jun 2025 | 4 |
-8.62% | Feb 2026 | Apr 2026 | 2 |
-7.43% | Oct 2020 | Nov 2020 | 1 |
-6.69% | Apr 2024 | May 2024 | 1 |
-3.17% | Dec 2024 | Jan 2025 | 1 |
-1.18% | Oct 2024 | Nov 2024 | 1 |
-1.14% | Jan 2021 | Feb 2021 | 1 |
-0.05% | Dec 2025 | Jan 2026 | 1 |