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-5.99%
This Month
+9.44%
Year To Date
+35.69%
2 Years
+27.13%
5 Years
+60.39%
10 Years
+8.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs85.69%
- 💵 Cash15.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64.59%
- 🇺🇸 Nasdaq21.1%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 4 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 4.4/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-0.74
-0.74
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-0.74
-0.74
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
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 |
|---|---|---|---|
-28.39% | Jul 2021 | Sep 2024 | 38 |
-8.76% | Oct 2024 | Jun 2025 | 8 |
-7.82% | Jul 2025 | Aug 2025 | 1 |
-6.9% | Mar 2026 | - | 3 |
-3.54% | Sep 2020 | Nov 2020 | 2 |
-3.37% | Dec 2025 | Jan 2026 | 1 |
-1.08% | Feb 2021 | Apr 2021 | 2 |