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-14.9%
This Month
+0.18%
Year To Date
+69.58%
2 Years
+84.22%
5 Years
+243.79%
10 Years
+24.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.87%
- 💻 Electronic Technology22.3%
- 📊 ETFs10.56%
- 💵 Cash6.99%
- 🖥️ Technology Services4.04%
- ❓ Other2.5%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.87%
- 🇺🇸 NYSE17.1%
- 🇺🇸 Nasdaq12.76%
- 🇬🇧 LSE4.86%
- 🇫🇷 Euronext Paris4.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.81%
- 🇬🇧 United Kingdom4.86%
- 🇫🇷 France4.68%
Dividends
Dividend Yield
0.19%
3 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SWBI (3.43%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 7.5/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
14.48
14.48
-2
0
2
15
15
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
14.48
14.48
-2
0
2
15
15
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
1.1
1.1
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
33.09
High:
SWBI
56.63SWBILow:
BKSY
-15.55BKSYDetails
PEG Ratio
-143.37
High:NVDA
30.57NVDALow:BKSY
-859.4BKSYDetails
Price/Book
27.19
High:
RR.L
39.13RR.LLow:
ALDRV.PA
1.44ALDRV.PADetails
Price/Sales
20.05
High:NVDA
21.04NVDALow:SWBI
1.4SWBIDetails
Price/CF
39.91
High:NVDA
40.43NVDALow:SWBI
6.11SWBIDetails
Price/FCF
48.01
High:NVDA
48.33NVDALow:SWBI
15.81SWBIDetails
P/E Ratio
33.09
High:SWBI
56.63SWBILow:BKSY
-15.55BKSYDetails
PEG Ratio
-143.37
High:NVDA
30.57NVDALow:BKSY
-859.4BKSYDetails
Price/Book
27.19
High:RR.L
39.13RR.LLow:ALDRV.PA
1.44ALDRV.PADetails
Price/Sales
20.05
High:NVDA
21.04NVDALow:SWBI
1.4SWBIDetails
Price/CF
39.91
High:NVDA
40.43NVDALow:SWBI
6.11SWBIDetails
Price/FCF
48.01
High:NVDA
48.33NVDALow:SWBI
15.81SWBIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.34% | Nov 2025 | May 2026 | 6 |
-23.66% | Feb 2025 | Jun 2025 | 4 |
-19.72% | Apr 2022 | Feb 2024 | 22 |
-14.9% | Jun 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 |