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-9.86%
This Month
-4.32%
Year To Date
+30.58%
2 Years
+47.45%
5 Years
+51.64%
10 Years
+7.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs82.29%
- 🧩 Miscellaneous17.65%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.66%
- 🇺🇸 Nasdaq39.28%
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 3.9/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-2.31
-2.31
-3
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
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 |
|---|---|---|---|
-25.46% | Jan 2022 | Jan 2024 | 24 |
-9.86% | Mar 2026 | - | 1 |
-6.2% | Dec 2024 | Jun 2025 | 6 |
-4.43% | Apr 2024 | May 2024 | 1 |
-2.79% | Sep 2021 | Oct 2021 | 1 |
-1.84% | May 2021 | Jun 2021 | 1 |
-1.02% | Nov 2021 | Dec 2021 | 1 |
-1% | Oct 2024 | Nov 2024 | 1 |
-0.25% | Feb 2021 | Mar 2021 | 1 |
-0.13% | Jul 2021 | Aug 2021 | 1 |