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+1.81%
This Month
+6.95%
Year To Date
+22.5%
2 Years
+64.07%
5 Years
+130.42%
10 Years
+15.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs92.44%
- 💵 Cash7.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE92.44%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
1.07%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPY (1.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 1.07% | 1.16% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
7.25
7.25
-2
0
2
8
8
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
7.25
7.25
-2
0
2
8
8
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock 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 |
|---|---|---|---|
-20.2% | Jan 2022 | Jun 2023 | 17 |
-10.62% | Dec 2024 | - | 10 |
-9.2% | Sep 2020 | Feb 2021 | 5 |
-7% | Aug 2023 | Jan 2024 | 5 |
-5.83% | Sep 2021 | Oct 2021 | 1 |
-4.57% | Apr 2024 | Jun 2024 | 2 |
-3.32% | Feb 2020 | Mar 2020 | 1 |
-1.52% | Jul 2024 | Sep 2024 | 2 |
-0.24% | May 2021 | Jun 2021 | 1 |
-0.14% | Oct 2024 | Nov 2024 | 1 |