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0%
This Month
-21.49%
Year To Date
-35.25%
2 Years
+218.03%
5 Years
+218.03%
10 Years
+38.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies70.96%
- 💰 Finance13.29%
- 🛍️ Retail Trade5.78%
- 📊 ETFs4.86%
- 💻 Electronic Technology3.19%
- 🖥️ Technology Services1.75%
- 💼 Commercial Services0.17%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency70.96%
- 🇺🇸 Nasdaq18.22%
- 🇪🇸 Bolsa De Madrid5.78%
- 🇺🇸 Chicago Board Options Exchange4.86%
- 🇺🇸 NYSE0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.39%
- 🇪🇸 Spain5.78%
Dividends
Dividend Yield
0.15%
2 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ITX.MC (2.6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ITX.MC | Pay Day | May 4, 2026 | $1.02 |
Performance Metrics
Score 6.4/10
Beta
2.99
2.99
0
0.8
1.2
0
3
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
11.02
11.02
-2
0
2
12
12
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Beta
2.99
2.99
0
0.8
1.2
0
3
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
11.02
11.02
-2
0
2
12
12
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.21
High:
COIN
47COINLow:
RIOT
-9.44RIOTDetails
PEG Ratio
316.94
High:ITX.MC
457.3ITX.MCLow:
NVDA
62.34NVDADetails
Price/Book
20.82
High:NVDA
31.22NVDALow:
XYZ
1.93XYZDetails
Price/Sales
16.63
High:NVDA
22.86NVDALow:XYZ
1.81XYZDetails
Price/CF
36.95
High:RIOT
107.94RIOTLow:ITX.MC
12.17ITX.MCDetails
Price/FCF
53.17
High:ITX.MC
63.67ITX.MCLow:XYZ
16.48XYZDetails
P/E Ratio
40.21
High:COIN
47COINLow:RIOT
-9.44RIOTDetails
PEG Ratio
316.94
High:ITX.MC
457.3ITX.MCLow:NVDA
62.34NVDADetails
Price/Book
20.82
High:NVDA
31.22NVDALow:XYZ
1.93XYZDetails
Price/Sales
16.63
High:NVDA
22.86NVDALow:XYZ
1.81XYZDetails
Price/CF
36.95
High:RIOT
107.94RIOTLow:ITX.MC
12.17ITX.MCDetails
Price/FCF
53.17
High:ITX.MC
63.67ITX.MCLow:XYZ
16.48XYZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.01% | Dec 2024 | - | 17 |
-26.92% | Apr 2024 | Nov 2024 | 7 |
-14.96% | Aug 2023 | Oct 2023 | 2 |
-12.2% | Dec 2022 | Jan 2023 | 1 |
-8.89% | Jan 2024 | Feb 2024 | 1 |
-2.81% | Apr 2023 | Jun 2023 | 2 |