Loading...
-12.78%
This Month
+8.68%
Year To Date
+68.54%
2 Years
+94.04%
5 Years
+272.97%
10 Years
+24.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies63.28%
- 💻 Electronic Technology15.76%
- 🧩 Miscellaneous7.92%
- ❓ Other5%
- 🖥️ Technology Services4.74%
- 📊 ETFs3.29%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency63.28%
- 🇺🇸 Nasdaq17.77%
- 🇺🇸 NYSE8.64%
- 🇬🇧 LSE7.92%
- 🇫🇷 Euronext Paris2.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.64%
- 🇬🇧 United Kingdom4.05%
- 🇫🇮 Finland2.48%
- 🇫🇷 France2.37%
Dividends
Dividend Yield
0.18%
4 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SWBI (3.52%)
Performance Metrics
Score 7.2/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
12.95
12.95
-2
0
2
13
13
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
12.95
12.95
-2
0
2
13
13
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
16.43
High:
NOK
69.01NOKLow:
RGTI
-16.97RGTIDetails
PEG Ratio
0.14
High:
SWBI
0.27SWBILow:
MU
0.02MUDetails
Price/Book
7.73
High:MU
11.93MULow:
ALDRV.PA
0.81ALDRV.PADetails
Price/Sales
9.23
High:RGTI
378.06RGTILow:SWBI
1.21SWBIDetails
Price/CF
18.4
High:NOK
57.43NOKLow:SWBI
5.83SWBIDetails
Price/FCF
42.73
High:
GOOGL
102.37GOOGLLow:SWBI
11.26SWBIDetails
P/E Ratio
16.43
High:NOK
69.01NOKLow:RGTI
-16.97RGTIDetails
PEG Ratio
0.14
High:SWBI
0.27SWBILow:MU
0.02MUDetails
Price/Book
7.73
High:MU
11.93MULow:ALDRV.PA
0.81ALDRV.PADetails
Price/Sales
9.23
High:RGTI
378.06RGTILow:SWBI
1.21SWBIDetails
Price/CF
18.4
High:NOK
57.43NOKLow:SWBI
5.83SWBIDetails
Price/FCF
42.73
High:GOOGL
102.37GOOGLLow:SWBI
11.26SWBIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.34% | Nov 2025 | May 2026 | 6 |
-23.66% | Feb 2025 | Jun 2025 | 4 |
-23.42% | Jun 2026 | Sep 2026 | 3 |
-19.72% | Apr 2022 | Feb 2024 | 22 |
-12.78% | Oct 2026 | - | 1 |
-7.96% | Jan 2021 | Mar 2021 | 2 |
-7.53% | Apr 2024 | Sep 2024 | 5 |
-3.95% | Sep 2021 | Dec 2021 | 3 |
-2.23% | Jan 2022 | Mar 2022 | 2 |
-1.37% | Aug 2025 | Sep 2025 | 1 |
-1.03% | Dec 2024 | Jan 2025 | 1 |