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+0.05%
This Month
+22.27%
Year To Date
+47.03%
2 Years
+53.32%
5 Years
+53.27%
10 Years
+8.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.83%
- 💵 Cash0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.3%
- 🇺🇸 Nasdaq44.53%
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 3.6/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-4.21
-4.21
-5
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-4.21
-4.21
-5
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock 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 |
-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 |