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-0.26%
This Month
-28.5%
Year To Date
-25.69%
2 Years
-26.18%
5 Years
-26.18%
10 Years
-6.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash70.39%
- 📊 ETFs10.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE10.77%
Countries Breakdown
- Country
- Total
Dividends
Dividend Yield
0%
0 out of 1 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 3.8/10
Beta
-0.16
-0.16
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.43
-0.43
-1
1
2
3
3
Jensen's Alpha
-6.21
-6.21
-7
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
4.06
4.06
0
0.75
1.25
5
5
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
-0.16
-0.16
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.43
-0.43
-1
1
2
3
3
Jensen's Alpha
-6.21
-6.21
-7
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
4.06
4.06
0
0.75
1.25
5
5
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
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 |
|---|---|---|---|
-41.31% | Sep 2023 | - | 32 |
-16.3% | Oct 2021 | May 2023 | 19 |
-3.54% | Jun 2023 | Jul 2023 | 1 |