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+21.19%
This Month
-31.88%
Year To Date
-4.38%
2 Years
+23.34%
5 Years
+4.19%
10 Years
+0.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs91.98%
- 💵 Cash3.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq91.98%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 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 5.7/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
10.8
10.8
-2
0
2
11
11
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
2.58
2.58
0
0.75
1.25
3
3
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
10.8
10.8
-2
0
2
11
11
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
2.58
2.58
0
0.75
1.25
3
3
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
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 |
|---|---|---|---|
-73.69% | May 2021 | Nov 2024 | 42 |
-66.11% | Jun 2025 | - | 14 |
-37.88% | Apr 2020 | Mar 2021 | 11 |
-16.6% | Jan 2025 | Mar 2025 | 2 |
-1.52% | Apr 2025 | May 2025 | 1 |