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-0.86%
This Month
+15.88%
Year To Date
+35.97%
2 Years
+42.99%
5 Years
+46.14%
10 Years
+6.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs97.23%
- 💵 Cash3.97%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.23%
- 🇺🇸 NYSE21.7%
- 🇺🇸 Chicago Board Options Exchange0.29%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 3 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 3.4/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-2.97
-2.97
-3
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-2.97
-2.97
-3
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
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 |
|---|---|---|---|
-25.58% | Dec 2021 | Feb 2024 | 26 |
-8.55% | Jul 2019 | Dec 2019 | 5 |
-6.68% | Feb 2025 | May 2025 | 3 |
-3.5% | Apr 2024 | May 2024 | 1 |
-3.05% | Sep 2020 | Apr 2021 | 7 |
-2.77% | Sep 2021 | Nov 2021 | 2 |
-2.09% | Nov 2025 | - | 2 |
-0.85% | Oct 2024 | Nov 2024 | 1 |
-0.78% | May 2021 | Jun 2021 | 1 |
-0.72% | Feb 2020 | Mar 2020 | 1 |
-0.65% | Jul 2024 | Aug 2024 | 1 |
-0.09% | Dec 2024 | Jan 2025 | 1 |