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-0.22%
This Month
+2.19%
Year To Date
+12.23%
2 Years
+56.12%
5 Years
+126.06%
10 Years
+15.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash51.52%
- 📊 ETFs47.13%
- 🖥️ Technology Services0.75%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.78%
- 🇺🇸 NYSE12.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.75%
Dividends
Dividend Yield
0.01%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CRM (1.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CRM | 0.01% | 1.04% | $0.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
2.68
2.68
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
2.68
2.68
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.91
High:CRM
18.91CRMLow:CRM
18.91CRMDetails
PEG Ratio
55.23
High:CRM
55.23CRMLow:CRM
55.23CRMDetails
Price/Book
3.91
High:CRM
3.91CRMLow:CRM
3.91CRMDetails
Price/Sales
3.32
High:CRM
3.32CRMLow:CRM
3.32CRMDetails
Price/CF
10.1
High:CRM
10.1CRMLow:CRM
10.1CRMDetails
Price/FCF
11.73
High:CRM
11.73CRMLow:CRM
11.73CRMDetails
P/E Ratio
18.91
High:CRM
18.91CRMLow:CRM
18.91CRMDetails
PEG Ratio
55.23
High:CRM
55.23CRMLow:CRM
55.23CRMDetails
Price/Book
3.91
High:CRM
3.91CRMLow:CRM
3.91CRMDetails
Price/Sales
3.32
High:CRM
3.32CRMLow:CRM
3.32CRMDetails
Price/CF
10.1
High:CRM
10.1CRMLow:CRM
10.1CRMDetails
Price/FCF
11.73
High:CRM
11.73CRMLow:CRM
11.73CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.08% | Dec 2021 | Nov 2023 | 23 |
-13.04% | Sep 2020 | Dec 2020 | 3 |
-9.54% | Dec 2024 | Jun 2025 | 6 |
-6.31% | Apr 2024 | Jun 2024 | 2 |
-3.92% | Sep 2021 | Nov 2021 | 2 |
-2.45% | May 2021 | Jun 2021 | 1 |
-2.35% | Oct 2024 | Nov 2024 | 1 |
-1.61% | Mar 2026 | May 2026 | 2 |
-1.48% | Jul 2024 | Sep 2024 | 2 |
-0.43% | Jun 2026 | - | 2 |
-0.4% | Dec 2025 | Jan 2026 | 1 |
-0.28% | Jul 2025 | Aug 2025 | 1 |