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+1.48%
This Month
+0.32%
Year To Date
+13.75%
2 Years
+6.47%
5 Years
+37.96%
10 Years
+5.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs77%
- 🧩 Miscellaneous22.39%
- 💵 Cash0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq88.62%
- 🇺🇸 NYSE10.77%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0.1%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.1% | 0.47% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-1.62
-1.62
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-1.62
-1.62
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
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 |
|---|---|---|---|
-30.44% | Dec 2021 | - | 53 |
-4.63% | Aug 2020 | Jun 2021 | 10 |
-3.53% | Sep 2021 | Oct 2021 | 1 |