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-9.1%
This Month
-14.57%
Year To Date
+16.11%
2 Years
+43.27%
5 Years
+122.28%
10 Years
+12.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs83.79%
- 💵 Cash15.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.34%
- 🇺🇸 NYSE39.45%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 7 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 6.9/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
4.33
4.33
-2
0
2
5
5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
4.33
4.33
-2
0
2
5
5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
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 |
|---|---|---|---|
-19.89% | Jan 2022 | Jul 2023 | 18 |
-16.47% | Feb 2026 | - | 3 |
-9.91% | Sep 2020 | Dec 2020 | 3 |
-9.68% | Aug 2023 | Dec 2023 | 4 |
-8.66% | Feb 2020 | Apr 2020 | 2 |
-6.32% | Sep 2021 | Oct 2021 | 1 |
-5.63% | Jan 2021 | May 2021 | 4 |
-4.49% | Apr 2024 | May 2024 | 1 |
-3.92% | Dec 2024 | May 2025 | 5 |
-1.36% | Dec 2025 | Jan 2026 | 1 |
-1.21% | Oct 2024 | Nov 2024 | 1 |
-0.11% | Aug 2025 | Sep 2025 | 1 |