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+4.95%
This Month
+10.57%
Year To Date
+50.04%
2 Years
+10.66%
5 Years
-76.19%
10 Years
-15.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous49.35%
- 📊 ETFs40.54%
- 💵 Cash14.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.35%
- 🇺🇸 NYSE40.54%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.2%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.2% | 0.4% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.38
-0.38
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.44
-0.44
-1
1
2
3
3
Jensen's Alpha
-21.35
-21.35
-22
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.96
-0.96
-1
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.38
-0.38
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.44
-0.44
-1
1
2
3
3
Jensen's Alpha
-21.35
-21.35
-22
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.96
-0.96
-1
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
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 |
|---|---|---|---|
-90.1% | Jan 2018 | - | 101 |