Loading...
-0.59%
This Month
+11.22%
Year To Date
+55.88%
2 Years
+78.48%
5 Years
+78.48%
10 Years
+26.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE84.11%
- 🇺🇸 Nasdaq10.66%
- 🇺🇸 Chicago Board Options Exchange5.23%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 21 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 8.2/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.79
1.79
0
0.5
1
2
2
Sortino Ratio
3.46
3.46
0
1
2
4
4
Jensen's Alpha
7.71
7.71
-2
0
2
8
8
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
5.03
5.03
0
0.3
0.6
6
6
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
1.79
1.79
0
0.5
1
2
2
Sortino Ratio
3.46
3.46
0
1
2
4
4
Jensen's Alpha
7.71
7.71
-2
0
2
8
8
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
5.03
5.03
0
0.3
0.6
6
6
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 |
|---|---|---|---|
-4.97% | Apr 2024 | Jun 2024 | 2 |
-3.06% | Dec 2024 | Jan 2025 | 1 |
-2.51% | Mar 2025 | May 2025 | 2 |
-0.88% | Oct 2024 | Nov 2024 | 1 |
-0.68% | Oct 2023 | Nov 2023 | 1 |
-0.59% | Mar 2026 | - | 1 |