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-14.38%
This Month
-6.78%
Year To Date
+489.76%
2 Years
+489.76%
5 Years
+497.96%
10 Years
+12.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs78.08%
- 🧩 Miscellaneous19.67%
- 💵 Cash1.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE76.69%
- 🇺🇸 Nasdaq21.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.67%
Dividends
Dividend Yield
0%
0 out of 4 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 7.7/10
Beta
0.19
0.19
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
4.53
4.53
0
1
2
5
5
Jensen's Alpha
25.44
25.44
-2
0
2
26
26
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
11.22
11.22
0
0.75
1.25
12
12
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.05
1.05
0
0.3
0.6
2
2
Beta
0.19
0.19
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
4.53
4.53
0
1
2
5
5
Jensen's Alpha
25.44
25.44
-2
0
2
26
26
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
11.22
11.22
0
0.75
1.25
12
12
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.05
1.05
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-61.2% | Oct 2014 | Sep 2025 | 131 |
-14.38% | Jun 2026 | - | 1 |
-5.81% | Mar 2026 | May 2026 | 2 |