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-0.1%
This Month
+2.96%
Year To Date
+6.8%
2 Years
+16.11%
5 Years
+25.65%
10 Years
+4.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs79.58%
- 💵 Cash20.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.37%
- 🇺🇸 NYSE17.21%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 6 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
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-3.78
-3.78
-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
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-3.78
-3.78
-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 weighted open stock 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 |
-0.1% | Dec 2025 | - | 1 |