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-1.01%
This Month
+15.83%
Year To Date
+53.39%
2 Years
+84.39%
5 Years
+84.39%
10 Years
+21.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs93.31%
- 🧩 Miscellaneous5.78%
- 💵 Cash0.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE84.18%
- 🇺🇸 Nasdaq8.8%
- 🇺🇸 Chicago Board Options Exchange6.11%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.06%
1 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.06% | 0.97% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.53
1.53
0
0.5
1
2
2
Sortino Ratio
2.9
2.9
0
1
2
3
3
Jensen's Alpha
7.12
7.12
-2
0
2
8
8
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
3.96
3.96
0
0.3
0.6
4
4
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.53
1.53
0
0.5
1
2
2
Sortino Ratio
2.9
2.9
0
1
2
3
3
Jensen's Alpha
7.12
7.12
-2
0
2
8
8
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
3.96
3.96
0
0.3
0.6
4
4
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 |
|---|---|---|---|
-6.08% | Mar 2026 | Apr 2026 | 1 |
-4.97% | Apr 2024 | Jun 2024 | 2 |
-3.49% | Sep 2026 | - | 2 |
-3.06% | Dec 2024 | Jan 2025 | 1 |
-2.51% | Mar 2025 | May 2025 | 2 |
-2.36% | Jul 2026 | Aug 2026 | 1 |
-0.88% | Oct 2024 | Nov 2024 | 1 |
-0.68% | Oct 2023 | Nov 2023 | 1 |