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-0.26%
This Month
+3.01%
Year To Date
+27.31%
2 Years
+59.5%
5 Years
+59.5%
10 Years
+14.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs88.64%
- 💵 Cash11.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.34%
- 🇺🇸 Nasdaq22.93%
- 🇺🇸 Chicago Board Options Exchange11.37%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 9 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 7.1/10
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
1.86
1.86
0
1
2
3
3
Jensen's Alpha
4.42
4.42
-2
0
2
5
5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
2.13
2.13
0
0.3
0.6
3
3
Beta
0.39
0.39
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
1.86
1.86
0
1
2
3
3
Jensen's Alpha
4.42
4.42
-2
0
2
5
5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
2.13
2.13
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-6.38% | Dec 2024 | Aug 2025 | 8 |
-4.86% | Sep 2023 | Nov 2023 | 2 |
-3.42% | Apr 2024 | May 2024 | 1 |
-3.02% | Feb 2023 | Apr 2023 | 2 |
-2.28% | Oct 2024 | Nov 2024 | 1 |
-1.24% | Aug 2022 | Oct 2022 | 2 |
-0.82% | May 2023 | Jun 2023 | 1 |
-0.58% | Dec 2022 | Jan 2023 | 1 |
-0.26% | Mar 2026 | - | 1 |