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+6.52%
This Month
+7.4%
Year To Date
+41.63%
2 Years
+61.77%
5 Years
+58.46%
10 Years
-61.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs87.91%
- 🧩 Miscellaneous12%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE71.77%
- 🇺🇸 Nasdaq23.74%
- 🇩🇪 Xetra ETFs3.3%
- 🇺🇸 Chicago Board Options Exchange1.1%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.05%
1 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.05% | 0.43% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-2.29
-2.29
-3
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-2.29
-2.29
-3
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
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 |
|---|---|---|---|
-100% | Oct 2013 | - | 151 |