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+0.01%
This Month
+8.75%
Year To Date
+34.78%
2 Years
+71.54%
5 Years
+71.54%
10 Years
+24.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE80.95%
- 🇺🇸 Nasdaq9.95%
- 🇺🇸 Chicago Board Options Exchange9.1%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 10 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 7.4/10
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.69
2.69
0
1
2
3
3
Jensen's Alpha
11.11
11.11
-2
0
2
12
12
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
4.77
4.77
0
0.75
1.25
5
5
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
2.08
2.08
0
0.3
0.6
3
3
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.69
2.69
0
1
2
3
3
Jensen's Alpha
11.11
11.11
-2
0
2
12
12
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
4.77
4.77
0
0.75
1.25
5
5
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
2.08
2.08
0
0.3
0.6
3
3
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 |
|---|---|---|---|
-9.7% | Dec 2024 | Sep 2025 | 9 |
-3.74% | Aug 2023 | Oct 2023 | 2 |
-3.1% | Oct 2025 | Dec 2025 | 2 |
-2.65% | Aug 2024 | Oct 2024 | 2 |
-2.23% | Apr 2024 | May 2024 | 1 |
-0.89% | Jun 2023 | Jul 2023 | 1 |