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0%
This Month
+2.42%
Year To Date
+48.68%
2 Years
+31.74%
5 Years
+31.74%
10 Years
+7.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous49.85%
- 📊 ETFs45.82%
- 💵 Cash5.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE86.69%
- 🇺🇸 Nasdaq8.06%
- 🇺🇸 Chicago Board Options Exchange0.92%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.43%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UUP (3.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UUP | 0.43% | 3.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
-0.09
-0.09
-1
0.8
1.2
-1
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
5.19
5.19
-2
0
2
6
6
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
-4.23
-4.23
-5
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
-0.09
-0.09
-1
0.8
1.2
-1
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
5.19
5.19
-2
0
2
6
6
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
-4.23
-4.23
-5
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
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 |
|---|---|---|---|
-19.33% | May 2022 | Aug 2025 | 39 |
-14.02% | Mar 2026 | - | 2 |