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-0.28%
This Month
+14.58%
Year To Date
+91.67%
2 Years
+213.74%
5 Years
+213.74%
10 Years
+55.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash59.56%
- 📊 ETFs42.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.38%
- 🇺🇸 Nasdaq21.28%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 2 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 9.2/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
1.8
1.8
0
0.5
1
2
2
Sortino Ratio
5.6
5.6
0
1
2
6
6
Jensen's Alpha
26.57
26.57
-2
0
2
27
27
Omega Ratio
3.83
3.83
0
1
1.5
4
4
Treynor Ratio
3.24
3.24
0
0.75
1.25
4
4
Information Ratio
1.31
1.31
0
0.3
0.6
2
2
Calmar Ratio
4.47
4.47
0
0.3
0.6
5
5
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
1.8
1.8
0
0.5
1
2
2
Sortino Ratio
5.6
5.6
0
1
2
6
6
Jensen's Alpha
26.57
26.57
-2
0
2
27
27
Omega Ratio
3.83
3.83
0
1
1.5
4
4
Treynor Ratio
3.24
3.24
0
0.75
1.25
4
4
Information Ratio
1.31
1.31
0
0.3
0.6
2
2
Calmar Ratio
4.47
4.47
0
0.3
0.6
5
5
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 |
|---|---|---|---|
-11% | Aug 2023 | Dec 2023 | 4 |
-6.12% | Mar 2025 | May 2025 | 2 |
-5.93% | Apr 2024 | Jun 2024 | 2 |
-3.51% | Sep 2025 | Jan 2026 | 4 |
-2.22% | Mar 2026 | - | 2 |
-1.07% | Oct 2024 | Nov 2024 | 1 |