US ETF DASHBOARD
CALIGULA PORTFOLIO
US ETF Strategy • Score ≥80 • Max 3 positions • Max 20 entries/month • 2011 - 2026
Initial Capital
$10,000
Final Capital
$28405
Total Return
184.0%
CAGR
7.2%
Total Trades
483
Win Rate
71.0%
Open Positions
2
Cash Residue
$20190
Profit Factor
1.82
Sharpe Ratio
0.68
Sortino Ratio
0.27
Avg Hold Days
15
Annual Returns: CALIGULA vs SPY
Max Drawdown
Drawdown %
12.42%
Drawdown $
$2248
Start
2021-12-31
End
2022-07-21
Recovery
1427 days
Risk Metrics
Volatility
6.71%
Best Month
9.34%
Worst Month
-7.23%
Pos. Months
98/169
Hit Rate
58.0%
YTD Return
9.9%
BEST TRADE
36.84%
GBTC
WORST TRADE
-43.80%
ETHE
STREAKS
Max Win Streak
13
Max Loss Streak
6
Last 30 Days Performance
Trades
4
Avg P&L
5.40%
Win Rate
75.0%
QUARTERLY RETURNS
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 4.6% | 5.0% | - | - |
| 2025 | 1.0% | 3.4% | 3.0% | 1.9% |
| 2024 | 1.4% | 3.4% | 2.7% | 4.3% |
| 2023 | -0.9% | -0.6% | 4.8% | 6.1% |
| 2022 | -0.7% | -7.1% | -0.6% | 4.6% |
| 2021 | 1.1% | 1.7% | 1.8% | 5.5% |
| 2020 | 0.9% | 3.5% | -5.2% | 6.9% |
| 2019 | 6.8% | 3.3% | -4.7% | 6.8% |
| 2018 | 0.2% | -0.9% | -1.1% | 1.4% |
| 2017 | - | 2.0% | 1.2% | -0.4% |
| 2016 | 0.5% | 8.0% | 2.8% | 0.8% |
| 2015 | -2.1% | 0.2% | 0.0% | 7.7% |
| 2014 | 0.9% | -0.6% | 1.1% | -1.3% |
| 2013 | 1.4% | 0.3% | -0.9% | -2.1% |
| 2012 | -0.1% | -3.5% | 5.2% | 2.5% |
| 2011 | 0.9% | -1.5% | -3.6% | 0.9% |
Open Positions (2)
| Ticker | Sector | Entry Date | Entry Price | Shares | Score |
|---|---|---|---|---|---|
| URNM | ND | 2026-06-09 | $53.75 | 77 | 81.1 |
| IVOV | ND | 2026-05-13 | $107.25 | 38 | 80.7 |
Recent Exits (Last 20)
| Ticker | Entry | Exit | Entry Price | Exit Price | Holding | P&L % | P&L $ | Score |
|---|---|---|---|---|---|---|---|---|
| GDXJ | 2026-06-05 | 2026-06-16 | $100.59 | $114.44 | 11d | 13.8% | $568 | 89.6 |
| SLVP | 2026-05-21 | 2026-05-29 | $35.51 | $37.05 | 8d | 4.3% | $179 | 90.9 |
| URA | 2026-05-14 | 2026-05-28 | $52.50 | $50.75 | 14d | -3.3% | $-137 | 89.1 |
| URNM | 2026-05-20 | 2026-05-28 | $57.43 | $61.35 | 8d | 6.8% | $278 | 90.3 |
| GDXJ | 2026-04-28 | 2026-05-12 | $116.73 | $129.87 | 14d | 11.3% | $447 | 83.3 |
| IXJ | 2026-04-27 | 2026-05-12 | $91.70 | $92.67 | 15d | 1.1% | $43 | 75.7 |
| SHLD | 2026-04-22 | 2026-05-06 | $70.29 | $67.96 | 14d | -3.3% | $-133 | 75.9 |
| JEMA | 2026-03-20 | 2026-04-09 | $51.12 | $55.35 | 20d | 8.3% | $338 | 82.9 |
| VGK | 2026-03-02 | 2026-04-01 | $88.27 | $83.62 | 30d | -5.3% | $-209 | 80.1 |
| COPX | 2026-03-05 | 2026-03-31 | $82.30 | $76.35 | 26d | -7.2% | $-292 | 87.2 |
| OIH | 2026-03-04 | 2026-03-17 | $383.23 | $385.63 | 13d | 0.6% | $24 | 79.5 |
| BTCI | 2026-02-24 | 2026-03-04 | $31.72 | $35.03 | 8d | 10.4% | $420 | 90.7 |
| SKYY | 2026-02-03 | 2026-02-25 | $113.98 | $109.93 | 22d | -3.6% | $-138 | 81.1 |
| SLVP | 2026-01-30 | 2026-02-20 | $38.60 | $43.32 | 21d | 12.2% | $472 | 89.0 |
| URA | 2026-02-05 | 2026-02-19 | $49.11 | $53.92 | 14d | 9.8% | $380 | 91.3 |
| ITB | 2026-01-27 | 2026-02-04 | $103.29 | $108.74 | 8d | 5.3% | $202 | 75.6 |
| NULG | 2026-01-20 | 2026-01-27 | $96.47 | $99.42 | 7d | 3.1% | $118 | 80.2 |
| VDE | 2025-12-16 | 2025-12-30 | $123.43 | $126.62 | 14d | 2.6% | $99 | 79.6 |
| NLR | 2025-12-15 | 2025-12-30 | $126.50 | $123.87 | 15d | -2.1% | $-79 | 82.4 |
| ACWX | 2025-12-17 | 2025-12-26 | $65.39 | $67.49 | 9d | 3.2% | $122 | 80.2 |
Performance by Score Range
| Score Range | Trades | Avg P&L | Win Rate |
|---|---|---|---|
| 70-80 | 102 | 1.2% | 73.5% |
| 80-90 | 302 | 1.1% | 70.2% |
| 90-100 | 79 | 3.4% | 70.9% |
Top Performing Tickers
| Ticker | Trades | Avg P&L | Win Rate | Best | Worst |
|---|---|---|---|---|---|
| ARKK | 6 | 9.4% | 83.3% | 20.0% | -7.4% |
| ETH | 6 | 7.4% | 83.3% | 20.2% | -6.9% |
| ETHE | 25 | 5.4% | 80.0% | 34.9% | -43.8% |
| URNM | 6 | 4.0% | 83.3% | 16.1% | -5.2% |
| GRID | 6 | 3.9% | 83.3% | 8.0% | -1.8% |
| RING | 10 | 2.8% | 80.0% | 6.7% | -1.6% |
| XBI | 6 | 2.4% | 66.7% | 10.1% | -11.7% |
| SIL | 13 | 2.2% | 61.5% | 9.8% | -6.0% |
| REMX | 6 | 1.7% | 66.7% | 11.0% | -9.3% |
| SLVP | 20 | 1.5% | 65.0% | 12.2% | -13.2% |
Monthly Returns
| Month | Return % | Start Capital | End Capital |
|---|---|---|---|
| 2026-06 | 2.04% | $27837 | $28405 |
| 2026-05 | 2.49% | $27160 | $27837 |
| 2026-04 | 0.48% | $27030 | $27160 |
| 2026-03 | 0.57% | $26878 | $27030 |
| 2026-02 | 3.53% | $25962 | $26878 |
| 2026-01 | 0.46% | $25844 | $25962 |
| 2025-12 | 2.33% | $25256 | $25844 |
| 2025-11 | -2.16% | $25813 | $25256 |
| 2025-10 | 1.75% | $25368 | $25813 |
| 2025-09 | 1.40% | $25018 | $25368 |
| 2025-08 | 1.59% | $24627 | $25018 |
| 2025-06 | 2.42% | $24046 | $24627 |
| 2025-05 | 3.97% | $23127 | $24046 |
| 2025-04 | -3.03% | $23850 | $23127 |
| 2025-03 | -3.15% | $24627 | $23850 |
| 2025-02 | 1.30% | $24310 | $24627 |
| 2025-01 | 2.89% | $23626 | $24310 |
| 2024-12 | 0.00% | $23626 | $23626 |
| 2024-11 | 3.01% | $22936 | $23626 |
| 2024-10 | 1.26% | $22580 | $22865 |
| 2024-09 | 1.45% | $22258 | $22580 |
| 2024-08 | 1.29% | $21974 | $22258 |
| 2024-07 | 0.00% | $21974 | $21974 |
| 2024-05 | 1.08% | $21389 | $21619 |
Yearly Returns
| Year | Return % | Start Capital | End Capital |
|---|---|---|---|
| 2026 | 9.91% | $25844 | $28405 |
| 2025 | 9.39% | $23626 | $25844 |
| 2024 | 17.28% | $20145 | $23626 |
| 2023 | 14.25% | $17371 | $19847 |
| 2022 | -3.99% | $18094 | $17371 |
| 2021 | 14.17% | $15848 | $18094 |
| 2020 | 9.24% | $14507 | $15848 |
| 2019 | 14.84% | $12587 | $14455 |
| 2018 | -5.74% | $13353 | $12587 |
| 2017 | 6.33% | $12469 | $13257 |
| 2016 | 13.35% | $10935 | $12394 |
| 2015 | 6.43% | $10231 | $10889 |
| 2014 | 0.24% | $10103 | $10127 |
| 2013 | -0.12% | $10268 | $10256 |
| 2012 | 4.98% | $9781 | $10268 |
| 2011 | -2.19% | $10000 | $9781 |