Loading...
+0.51%
This Month
+6.35%
Year To Date
+31.1%
2 Years
+39.74%
5 Years
+81.85%
10 Years
+10.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.77%
- 💵 Cash0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE81.72%
- 🇺🇸 Nasdaq18.05%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 5 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 4.9/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
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 |
|---|---|---|---|
-23.8% | Jan 2022 | Mar 2024 | 26 |
-5.56% | Mar 2026 | Apr 2026 | 1 |
-4.35% | Sep 2020 | Nov 2020 | 2 |
-3.9% | Apr 2024 | Jun 2024 | 2 |
-3.87% | Dec 2024 | May 2025 | 5 |
-3.57% | Sep 2021 | Oct 2021 | 1 |
-2.49% | Oct 2024 | Nov 2024 | 1 |
-1.25% | Nov 2021 | Dec 2021 | 1 |
-0.82% | Jan 2021 | Mar 2021 | 2 |