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+0.14%
This Month
+0.14%
Year To Date
+6.92%
2 Years
+15.65%
5 Years
+26.28%
10 Years
+4.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash93.36%
- 📊 ETFs6.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE6.63%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 5 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 3.4/10
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-3.75
-3.75
-4
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-1.18
-1.18
-2
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-3.75
-3.75
-4
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-1.18
-1.18
-2
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
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 |
|---|---|---|---|
-8.82% | Apr 2022 | Jun 2023 | 14 |
-6.99% | Aug 2023 | Jul 2024 | 11 |
-2.89% | Sep 2021 | Oct 2021 | 1 |
-1.71% | Mar 2025 | May 2025 | 2 |
-1.51% | Jan 2022 | Mar 2022 | 2 |
-1.08% | Oct 2020 | Nov 2020 | 1 |
-0.71% | Dec 2024 | Jan 2025 | 1 |
-0.29% | Feb 2021 | Mar 2021 | 1 |
-0.28% | Oct 2024 | Nov 2024 | 1 |