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+0.64%
This Month
+12.95%
Year To Date
+59.84%
2 Years
+57.92%
5 Years
+57.92%
10 Years
+16.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs100%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE100%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.58%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPYG (0.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPYG | 0.58% | 0.58% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
3.33
3.33
-2
0
2
4.5
4.5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
3.33
3.33
-2
0
2
4.5
4.5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
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 |
|---|---|---|---|
-20.5% | Aug 2022 | Jul 2023 | 11 |
-11.41% | Jun 2022 | Jul 2022 | 1 |
-10.82% | Feb 2025 | Jun 2025 | 4 |
-7.95% | Aug 2023 | Dec 2023 | 4 |
-3.79% | Apr 2024 | May 2024 | 1 |
-0.97% | Jul 2024 | Aug 2024 | 1 |
-0.43% | Oct 2024 | Nov 2024 | 1 |