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+0.81%
This Month
+5.91%
Year To Date
+70.61%
2 Years
+89.19%
5 Years
+179.99%
10 Years
+12.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs63.49%
- 💵 Cash60.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.49%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 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 6/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
4.33
4.33
-2
0
2
5
5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
4.33
4.33
-2
0
2
5
5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
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 |
|---|---|---|---|
-27.79% | Mar 2018 | Nov 2020 | 32 |
-23.28% | Nov 2021 | May 2024 | 30 |
-8.16% | Jul 2021 | Oct 2021 | 3 |
-4.63% | Jan 2018 | Feb 2018 | 1 |
-2.84% | Jun 2024 | Jul 2024 | 1 |
-0.79% | Jul 2025 | Aug 2025 | 1 |
-0.67% | Sep 2024 | Oct 2024 | 1 |
-0.37% | Feb 2021 | Mar 2021 | 1 |
-0.2% | May 2025 | Jun 2025 | 1 |