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-1.49%
This Month
+3.61%
Year To Date
+30.34%
2 Years
+36.21%
5 Years
+62.8%
10 Years
+6.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs92.41%
- 💵 Cash10.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE67.37%
- 🇺🇸 Nasdaq25.04%
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 4.8/10
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
0.17
0.17
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
0.17
0.17
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
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 |
|---|---|---|---|
-22.46% | Jan 2022 | Sep 2024 | 32 |
-4% | Jan 2021 | May 2021 | 4 |
-3.59% | Sep 2020 | Nov 2020 | 2 |
-3.43% | Mar 2020 | Apr 2020 | 1 |
-3.27% | Sep 2021 | Nov 2021 | 2 |
-3.12% | Dec 2024 | May 2025 | 5 |
-1.49% | Mar 2026 | - | 1 |
-1.32% | Oct 2024 | Nov 2024 | 1 |
-0.95% | Sep 2019 | Nov 2019 | 2 |
-0.2% | Feb 2019 | Mar 2019 | 1 |
-0.15% | Dec 2025 | Jan 2026 | 1 |