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+2.44%
This Month
-18.1%
Year To Date
-14.11%
2 Years
-4.83%
5 Years
+188.3%
10 Years
+13.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.78%
- 💵 Cash39.83%
- 🪙 Cryptocurrencies0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.54%
- 🇺🇸 Nasdaq24.24%
- 🌍 Digital Currency0%
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 5.9/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
4.18
4.18
-2
0
2
5
5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
4.18
4.18
-2
0
2
5
5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
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 |
|---|---|---|---|
-39.36% | Nov 2025 | - | 6 |
-27.16% | Apr 2022 | Nov 2024 | 31 |
-13.3% | Sep 2020 | Dec 2020 | 3 |
-12.52% | Mar 2025 | Oct 2025 | 7 |
-10.58% | Sep 2017 | Nov 2017 | 2 |
-9.99% | Feb 2020 | Apr 2020 | 2 |
-6.81% | Jun 2017 | Aug 2017 | 2 |
-3.44% | Jun 2021 | Oct 2021 | 4 |
-1.17% | Nov 2021 | Feb 2022 | 3 |
-0.54% | Feb 2021 | Mar 2021 | 1 |
-0.51% | Dec 2024 | Jan 2025 | 1 |
-0.01% | Dec 2017 | Oct 2019 | 22 |