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-5.71%
This Month
-1.58%
Year To Date
+6.31%
2 Years
+6.31%
5 Years
+6.31%
10 Years
+6.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs99.78%
- 💵 Cash0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE94.4%
- 🇺🇸 Nasdaq5.38%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 13 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 6.7/10
Beta
-0.05
-0.05
-1
0.8
1.2
-1
2
Sharpe Ratio
3.43
3.43
0
0.5
1
4
4
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
9.22
9.22
-2
0
2
10
10
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-13.47
-13.47
-14
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
-0.05
-0.05
-1
0.8
1.2
-1
2
Sharpe Ratio
3.43
3.43
0
0.5
1
4
4
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
9.22
9.22
-2
0
2
10
10
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
-13.47
-13.47
-14
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
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 |
|---|---|---|---|
-5.71% | Mar 2026 | - | 1 |