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+2.82%
This Month
+2.82%
Year To Date
+31.98%
2 Years
+39.72%
5 Years
+76.21%
10 Years
+8.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.92%
- 💵 Cash1.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE69.59%
- 🇺🇸 Nasdaq29.33%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 4 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 4.6/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-0.39
-0.39
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-0.39
-0.39
-2
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
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 |
|---|---|---|---|
-21.89% | Jan 2022 | Mar 2024 | 26 |
-7.78% | Feb 2020 | May 2020 | 3 |
-3.58% | Sep 2020 | Nov 2020 | 2 |
-3.09% | Sep 2021 | Dec 2021 | 3 |
-2.87% | Apr 2024 | May 2024 | 1 |
-2.42% | Dec 2024 | Feb 2025 | 2 |
-2.22% | Mar 2025 | May 2025 | 2 |
-1.99% | Oct 2024 | Nov 2024 | 1 |
-1.09% | Sep 2019 | Oct 2019 | 1 |
-0.51% | Jan 2021 | Feb 2021 | 1 |