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-0.39%
This Month
+68.31%
Year To Date
+343.62%
2 Years
+974.37%
5 Years
+202.78%
10 Years
+13.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash69.07%
- 📊 ETFs20.87%
- 🧩 Miscellaneous10.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.26%
Dividends
Dividend Yield
0%
0 out of 3 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 6.5/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
42.11
42.11
-2
0
2
43
43
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
4.6
4.6
0
0.75
1.25
5
5
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
42.11
42.11
-2
0
2
43
43
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
4.6
4.6
0
0.75
1.25
5
5
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
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 |
|---|---|---|---|
-87.77% | Dec 2017 | Jan 2025 | 85 |
-53.27% | Oct 2025 | Feb 2026 | 4 |
-28.31% | Mar 2026 | - | 7 |
-0.04% | Jun 2025 | Jul 2025 | 1 |