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-8.54%
This Month
-10.58%
Year To Date
+20.06%
2 Years
+38.25%
5 Years
+38.25%
10 Years
+13.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.07%
- 💵 Cash1.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.06%
- 🇺🇸 Nasdaq30.01%
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 7.1/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
2.39
2.39
0
1
2
3
3
Jensen's Alpha
2.5
2.5
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
3.17
3.17
0
0.3
0.6
4
4
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
1.33
1.33
0
0.5
1
2
2
Sortino Ratio
2.39
2.39
0
1
2
3
3
Jensen's Alpha
2.5
2.5
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
3.17
3.17
0
0.3
0.6
4
4
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 |
|---|---|---|---|
-14.01% | Mar 2026 | - | 2 |
-6.15% | Aug 2023 | Nov 2023 | 3 |
-5.96% | Dec 2024 | May 2025 | 5 |
-4.47% | Apr 2024 | May 2024 | 1 |
-1.25% | Oct 2024 | Nov 2024 | 1 |