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+16.59%
This Month
-10.3%
Year To Date
-31.24%
2 Years
-61.21%
5 Years
+73.38%
10 Years
-3.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs92.19%
- 🧩 Miscellaneous7.66%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE92.19%
- 🇺🇸 Nasdaq7.66%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.03%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.03% | 0.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-3.07
-3.07
-4
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-3.07
-3.07
-4
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
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 |
|---|---|---|---|
-87.25% | Mar 2014 | Apr 2021 | 85 |
-69.5% | Nov 2021 | - | 58 |
-21.04% | May 2021 | Aug 2021 | 3 |
-12.78% | Sep 2021 | Oct 2021 | 1 |