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-4.89%
This Month
-5.08%
Year To Date
+18.11%
2 Years
+33.52%
5 Years
+111.25%
10 Years
+10.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs87.95%
- 💰 Finance10.74%
- 🧩 Miscellaneous1%
- 💵 Cash0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.08%
- 🇺🇸 Nasdaq37.62%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 6 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
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
4.5
4.5
-2
0
2
5
5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.83
1.83
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
4.5
4.5
-2
0
2
5
5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.83
1.83
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
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 |
|---|---|---|---|
-14.03% | Jan 2022 | Dec 2023 | 23 |
-8.18% | Mar 2026 | - | 2 |
-7.56% | Aug 2018 | Apr 2019 | 8 |
-3.68% | Feb 2025 | Jun 2025 | 4 |
-3.52% | May 2019 | Jan 2020 | 8 |
-3.1% | Sep 2021 | Oct 2021 | 1 |
-2.89% | Apr 2024 | May 2024 | 1 |
-2.87% | Sep 2020 | Nov 2020 | 2 |
-2.15% | Jun 2018 | Jul 2018 | 1 |
-2.14% | Feb 2020 | Jul 2020 | 5 |
-2% | Dec 2024 | Jan 2025 | 1 |
-1.42% | Oct 2024 | Nov 2024 | 1 |
-0.78% | Jan 2021 | Feb 2021 | 1 |
-0.67% | Nov 2021 | Dec 2021 | 1 |