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-0.22%
This Month
-9.74%
Year To Date
+41.11%
2 Years
+33.2%
5 Years
+33.2%
10 Years
+12.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies20.86%
- 🖥️ Technology Services16.73%
- 💻 Electronic Technology16.57%
- 💵 Cash15.82%
- 💼 Commercial Services13.12%
- ❓ Other9.39%
- 💰 Finance4.64%
- 📊 ETFs2.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.3%
- 🌍 Digital Currency20.86%
- 🇺🇸 NYSE19.76%
- Regular Trading Hours - RTH9.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.42%
- 🇰🇾 Cayman Islands4.64%
Dividends
Dividend Yield
0.07%
4 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $META (0.37%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU | Pay Day | Apr 15, 2026 | $0.15 |
Performance Metrics
Score 4.3/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
-3.34
-3.34
-4
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
1.16
1.16
0
0.3
0.6
2
2
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
-3.34
-3.34
-4
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
1.16
1.16
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
26.3
High:
FOUR
39.9FOURLow:
FSLR
13.75FSLRDetails
PEG Ratio
51.89
High:
GOOGL
80.05GOOGLLow:MU
4.22MUDetails
Price/Book
8.38
High:
NVDA
27.41NVDALow:FSLR
2.2FSLRDetails
Price/Sales
8.79
High:NVDA
20.07NVDALow:FOUR
0.68FOURDetails
Price/CF
20.15
High:NVDA
44.64NVDALow:FOUR
6.63FOURDetails
Price/FCF
49.83
High:GOOGL
60.54GOOGLLow:FOUR
8.96FOURDetails
P/E Ratio
26.3
High:FOUR
39.9FOURLow:FSLR
13.75FSLRDetails
PEG Ratio
51.89
High:GOOGL
80.05GOOGLLow:MU
4.22MUDetails
Price/Book
8.38
High:NVDA
27.41NVDALow:FSLR
2.2FSLRDetails
Price/Sales
8.79
High:NVDA
20.07NVDALow:FOUR
0.68FOURDetails
Price/CF
20.15
High:NVDA
44.64NVDALow:FOUR
6.63FOURDetails
Price/FCF
49.83
High:GOOGL
60.54GOOGLLow:FOUR
8.96FOURDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.23% | Feb 2025 | May 2025 | 3 |
-9.74% | Jan 2026 | - | 4 |
-6.4% | Feb 2024 | Nov 2024 | 9 |
-2.67% | Dec 2024 | Jan 2025 | 1 |