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+0.79%
This Month
+9.15%
Year To Date
+37.04%
2 Years
+54.17%
5 Years
+54.17%
10 Years
+9.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.69%
- 💵 Cash1.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE66.23%
- 🇺🇸 Nasdaq32.46%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 9 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 5.4/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
1.95
1.95
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
1.95
1.95
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
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 |
|---|---|---|---|
-20.33% | Jan 2022 | Dec 2023 | 23 |
-6.36% | Mar 2026 | Apr 2026 | 1 |
-3.72% | Dec 2024 | May 2025 | 5 |
-3.33% | Apr 2024 | May 2024 | 1 |
-2.67% | Nov 2021 | Dec 2021 | 1 |
-2.26% | Oct 2024 | Nov 2024 | 1 |
-0.79% | Jan 2024 | Feb 2024 | 1 |