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-3.55%
This Month
+3.09%
Year To Date
+16.46%
2 Years
+18.35%
5 Years
+43.21%
10 Years
+5.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.62%
- 💵 Cash0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE76.53%
- 🇺🇸 Nasdaq23.1%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 5 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 4.3/10
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.63
-0.63
-2
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.63
-0.63
-2
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
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 |
|---|---|---|---|
-18.33% | Jan 2022 | Aug 2024 | 31 |
-8.49% | Mar 2025 | Sep 2025 | 6 |
-3.95% | Dec 2024 | Feb 2025 | 2 |
-3.55% | Mar 2026 | - | 1 |
-2.93% | Sep 2021 | Dec 2021 | 3 |
-2.77% | Aug 2020 | Nov 2020 | 3 |
-2.33% | May 2019 | Jun 2019 | 1 |
-1.97% | Nov 2025 | Jan 2026 | 2 |
-1.61% | Oct 2024 | Nov 2024 | 1 |
-0.31% | Mar 2021 | Apr 2021 | 1 |