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-0.32%
This Month
+17.55%
Year To Date
+31.02%
2 Years
+25.99%
5 Years
+56.87%
10 Years
+6.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs92.59%
- 💵 Cash9.92%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE66.61%
- 🇺🇸 Nasdaq25.98%
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 4.4/10
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-0.41
-0.41
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-0.41
-0.41
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
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 |
|---|---|---|---|
-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 |
-1.32% | Oct 2024 | Nov 2024 | 1 |
-0.95% | Sep 2019 | Nov 2019 | 2 |
-0.32% | Dec 2025 | - | 1 |
-0.2% | Feb 2019 | Mar 2019 | 1 |