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+2.4%
This Month
+47.9%
Year To Date
+39.32%
2 Years
+78.95%
5 Years
+326.78%
10 Years
+26.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.74%
- 📊 ETFs51.37%
- 🪙 Cryptocurrencies0.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.79%
- 🇺🇸 NYSE1.58%
- 🌍 Digital Currency0.51%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 4 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 7.3/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
24.1
24.1
-2
0
2
25
25
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
6.38
6.38
0
0.75
1.25
7
7
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
24.1
24.1
-2
0
2
25
25
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
6.38
6.38
0
0.75
1.25
7
7
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock 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 |
|---|---|---|---|
-35.44% | Jan 2022 | Dec 2023 | 23 |
-31.37% | Jul 2024 | Jul 2025 | 12 |
-20.32% | Aug 2019 | Nov 2019 | 3 |
-15.93% | Apr 2020 | Dec 2020 | 8 |
-9.06% | Sep 2021 | Oct 2021 | 1 |
-5.2% | Jan 2020 | Feb 2020 | 1 |
-3.85% | Jan 2024 | May 2024 | 4 |
-3.77% | Nov 2025 | - | 2 |
-3.33% | May 2021 | Jun 2021 | 1 |
-3.16% | Jan 2021 | Feb 2021 | 1 |
-2.18% | Jul 2021 | Aug 2021 | 1 |
-1.91% | Nov 2021 | Dec 2021 | 1 |