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+2.52%
This Month
+2.52%
Year To Date
+36.13%
2 Years
+81.17%
5 Years
+81.17%
10 Years
+19.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.89%
- 💵 Cash42.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.44%
- 🇺🇸 NYSE25.44%
- 🇺🇸 Chicago Board Options Exchange4.01%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 6 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 6.7/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
5.35
5.35
-2
0
2
6
6
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
1.07
1.07
0
0.3
0.6
2
2
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
5.35
5.35
-2
0
2
6
6
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
1.07
1.07
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 |
|---|---|---|---|
-16.12% | Aug 2022 | Mar 2023 | 7 |
-10.93% | Jul 2024 | Jan 2025 | 6 |
-7.8% | Feb 2025 | May 2025 | 3 |
-3.33% | Sep 2023 | Nov 2023 | 2 |