Loading...
+0.11%
This Month
-9%
Year To Date
-7.46%
2 Years
+17.62%
5 Years
+466.64%
10 Years
+22.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash72.21%
- 📊 ETFs26.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE20.12%
- 🇺🇸 Nasdaq6.68%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 2 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 6.8/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
21.59
21.59
-2
0
2
22
22
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
21.59
21.59
-2
0
2
22
22
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
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 |
|---|---|---|---|
-51.07% | Feb 2018 | Nov 2020 | 33 |
-43.38% | Dec 2024 | - | 17 |
-40.69% | Dec 2021 | Mar 2024 | 27 |
-25.27% | Apr 2024 | Nov 2024 | 7 |
-14.47% | Jun 2021 | Aug 2021 | 2 |
-12.28% | Sep 2021 | Oct 2021 | 1 |