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+8.75%
This Month
+22.58%
Year To Date
+36.25%
2 Years
+36.25%
5 Years
+36.25%
10 Years
+24.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.95%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.12%
- 🇺🇸 NYSE46.83%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 5 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 7.9/10
Beta
0.43
0.43
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.83
1.83
0
1
2
3
3
Jensen's Alpha
13.97
13.97
-2
0
2
14
14
Omega Ratio
2.19
2.19
0
1
1.5
3
3
Treynor Ratio
2.85
2.85
0
0.75
1.25
3
3
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
2.43
2.43
0
0.3
0.6
3
3
Beta
0.43
0.43
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.83
1.83
0
1
2
3
3
Jensen's Alpha
13.97
13.97
-2
0
2
14
14
Omega Ratio
2.19
2.19
0
1
1.5
3
3
Treynor Ratio
2.85
2.85
0
0.75
1.25
3
3
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
2.43
2.43
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 |
|---|---|---|---|
-7.58% | Feb 2025 | Jun 2025 | 4 |
-5.93% | Mar 2026 | Apr 2026 | 1 |
-1.12% | Jul 2025 | Aug 2025 | 1 |
-0.16% | Nov 2025 | Dec 2025 | 1 |