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+3.93%
This Month
+7.28%
Year To Date
+6.79%
2 Years
-62.38%
5 Years
-62.38%
10 Years
-18.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.35%
- 🧩 Miscellaneous36.65%
- 💵 Cash3.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.35%
- 🇺🇸 Nasdaq36.65%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.14%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.14% | 0.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
-0.56
-0.56
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.73
-0.73
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.86
-0.86
-1
1
2
3
3
Jensen's Alpha
-15.66
-15.66
-16
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
3
3
0
0.75
1.25
3
3
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Beta
-0.56
-0.56
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.73
-0.73
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.86
-0.86
-1
1
2
3
3
Jensen's Alpha
-15.66
-15.66
-16
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
3
3
0
0.75
1.25
3
3
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
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 |
|---|---|---|---|
-70.48% | Sep 2021 | - | 57 |