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+5.11%
This Month
+160.6%
Year To Date
+379.45%
2 Years
+1083.44%
5 Years
+3588.17%
10 Years
+82.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs40.99%
- 💵 Cash35.18%
- ❓ Other3.7%
- 🖥️ Technology Services0.94%
- 💰 Finance0.67%
- 🚗 Consumer Durables0.67%
- 💇♀️ Consumer Services0.21%
- 🪙 Cryptocurrencies0.1%
- 🍞 Consumer Non Durables0.03%
- 🛍️ Retail Trade0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Chicago Board Options Exchange26.88%
- 🇺🇸 NYSE13.27%
- 🇺🇸 Nasdaq4.97%
- Regular Trading Hours - RTH1.37%
- 🇺🇸 OTC Markets Stock Exchange0.67%
- 🌍 Digital Currency0.1%
- 🇭🇰 Hong Kong Exchanges0.05%
- 🇫🇷 Euronext Paris0.03%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.58%
- 🇯🇵 Japan0.67%
- 🇨🇳 China0.27%
- 🇫🇷 France0.03%
Dividends
Dividend Yield
0.03%
8 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VIPS (4.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.4/10
Beta
3.03
3.03
0
0.8
1.2
0
4
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
42.39
42.39
-2
0
2
43
43
Omega Ratio
2.27
2.27
0
1
1.5
3
3
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
1.07
1.07
0
0.3
0.6
2
2
Beta
3.03
3.03
0
0.8
1.2
0
4
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
42.39
42.39
-2
0
2
43
43
Omega Ratio
2.27
2.27
0
1
1.5
3
3
Treynor Ratio
2.1
2.1
0
0.75
1.25
3
3
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
1.07
1.07
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
92.67
High:
COIN
59.82COINLow:
03690.HK
-10.6103690.HKDetails
PEG Ratio
142.83
High:
HOOD
302.38HOODLow:
NTDOY
33.16NTDOYDetails
Price/Book
3.29
High:HOOD
10.83HOODLow:
MSTR
0.89MSTRDetails
Price/Sales
5.52
High:MSTR
64.43MSTRLow:
VIPS
0.46VIPSDetails
Price/CF
19.56
High:MSTR
7,511.07MSTRLow:
NCLH
3.92NCLHDetails
Price/FCF
57.55
High:
9988.HK
2,771.019988.HKLow:NCLH
15.89NCLHDetails
P/E Ratio
92.67
High:COIN
59.82COINLow:03690.HK
-10.6103690.HKDetails
PEG Ratio
142.83
High:HOOD
302.38HOODLow:NTDOY
33.16NTDOYDetails
Price/Book
3.29
High:HOOD
10.83HOODLow:MSTR
0.89MSTRDetails
Price/Sales
5.52
High:MSTR
64.43MSTRLow:VIPS
0.46VIPSDetails
Price/CF
19.56
High:MSTR
7,511.07MSTRLow:NCLH
3.92NCLHDetails
Price/FCF
57.55
High:9988.HK
2,771.019988.HKLow:NCLH
15.89NCLHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.82% | Jan 2022 | Jul 2023 | 18 |
-63.78% | Dec 2024 | Sep 2025 | 9 |
-35.8% | Aug 2023 | Nov 2023 | 3 |
-29.06% | Jul 2024 | Nov 2024 | 4 |
-26.72% | Sep 2021 | Dec 2021 | 3 |
-16.6% | Mar 2024 | Jun 2024 | 3 |
-14.96% | Jul 2026 | Sep 2026 | 2 |
-14.89% | Sep 2020 | Nov 2020 | 2 |
-11% | Mar 2026 | Apr 2026 | 1 |
-7.54% | Jan 2021 | Feb 2021 | 1 |
-0.59% | Jul 2021 | Aug 2021 | 1 |