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-7.33%
This Month
-5.83%
Year To Date
+23.39%
2 Years
+38.22%
5 Years
+284.49%
10 Years
+17.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous99.71%
- 💵 Cash0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE99.71%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
1.16%
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 | 1.16% | 1.16% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
8.81
8.81
-2
0
2
9
9
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
8.81
8.81
-2
0
2
9
9
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
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 |
|---|---|---|---|
-29.05% | Dec 2018 | Apr 2019 | 4 |
-28.58% | Feb 2020 | Mar 2021 | 13 |
-24.28% | Nov 2021 | Dec 2023 | 25 |
-21.01% | Feb 2018 | Jun 2018 | 4 |
-8.73% | Jul 2018 | Aug 2018 | 1 |
-7.99% | Feb 2026 | - | 2 |
-7.44% | Mar 2025 | Jun 2025 | 3 |
-5% | Apr 2024 | Jun 2024 | 2 |
-2.94% | Jun 2021 | Oct 2021 | 4 |
-2.67% | May 2019 | Jun 2019 | 1 |
-2.01% | Nov 2025 | Jan 2026 | 2 |
-1.72% | Oct 2024 | Nov 2024 | 1 |
-0.81% | Jan 2024 | Feb 2024 | 1 |
-0.71% | Aug 2024 | Sep 2024 | 1 |