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-9.36%
This Month
-10.32%
Year To Date
+28.71%
2 Years
+34.15%
5 Years
+34.15%
10 Years
+12.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.81%
- 💵 Cash0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE98.41%
- 🇺🇸 Nasdaq1.4%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 8 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 7.7/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
2.07
2.07
0
0.5
1
3
3
Sortino Ratio
4.32
4.32
0
1
2
5
5
Jensen's Alpha
7.56
7.56
-2
0
2
8
8
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
4.62
4.62
0
0.3
0.6
5
5
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
2.07
2.07
0
0.5
1
3
3
Sortino Ratio
4.32
4.32
0
1
2
5
5
Jensen's Alpha
7.56
7.56
-2
0
2
8
8
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
4.62
4.62
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 |
|---|---|---|---|
-15.51% | Mar 2026 | - | 2 |
-4.56% | Feb 2025 | May 2025 | 3 |
-2.2% | Dec 2024 | Jan 2025 | 1 |
-2.06% | Apr 2024 | May 2024 | 1 |