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0%
This Month
+3.11%
Year To Date
+25.77%
2 Years
+62.66%
5 Years
+62.66%
10 Years
+20.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs54.8%
- 💵 Cash39.76%
- 🧩 Miscellaneous5.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.68%
- 🇺🇸 Nasdaq13.85%
- 🇺🇸 Chicago Board Options Exchange6.81%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.19%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DBA (3.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DBA | 0.19% | 3.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
7.74
7.74
-2
0
2
8
8
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
1.74
1.74
0
0.3
0.6
2
2
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
7.74
7.74
-2
0
2
8
8
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
1.74
1.74
0
0.3
0.6
2
2
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 |
-8.04% | Mar 2026 | - | 2 |
-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 |