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-5.14%
This Month
-2.33%
Year To Date
+18.88%
2 Years
+18.88%
5 Years
+18.88%
10 Years
+18.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.74%
- 💵 Cash1.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE74.07%
- 🇺🇸 Nasdaq21.63%
- Regular Trading Hours - RTH3.04%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 20 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 9.1/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
3.8
3.8
0
0.5
1
4
4
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
18.75
18.75
-2
0
2
19
19
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
5.31
5.31
0
0.75
1.25
6
6
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
3.8
3.8
0
0.5
1
4
4
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
18.75
18.75
-2
0
2
19
19
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
5.31
5.31
0
0.75
1.25
6
6
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
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 |
|---|---|---|---|
-7.79% | Mar 2026 | - | 2 |