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+17.22%
This Month
+7.08%
Year To Date
+7.13%
2 Years
+23.64%
5 Years
+23.64%
10 Years
+4.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services49.78%
- 🛍️ Retail Trade28.91%
- 💰 Finance21.28%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.06%
- 🇺🇸 NYSE28.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.97%
Dividends
Dividend Yield
0%
0 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-2.1
-2.1
-3
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-2.1
-2.1
-3
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.51
0.51
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-5.84
High:
COIN
59.82COINLow:
CLSK
-6.11CLSKDetails
PEG Ratio
6.33
High:
GME
6.33GMELow:GME
6.33GMEDetails
Price/Book
1.44
High:CLSK
3.34CLSKLow:
MSTR
0.89MSTRDetails
Price/Sales
8.62
High:MSTR
64.43MSTRLow:GME
3.44GMEDetails
Price/CF
43.28
High:MSTR
7,511.07MSTRLow:GME
20.68GMEDetails
Price/FCF
44.19
High:MSTR
1,187.5MSTRLow:GME
21.22GMEDetails
P/E Ratio
-5.84
High:COIN
59.82COINLow:CLSK
-6.11CLSKDetails
PEG Ratio
6.33
High:GME
6.33GMELow:GME
6.33GMEDetails
Price/Book
1.44
High:CLSK
3.34CLSKLow:MSTR
0.89MSTRDetails
Price/Sales
8.62
High:MSTR
64.43MSTRLow:GME
3.44GMEDetails
Price/CF
43.28
High:MSTR
7,511.07MSTRLow:GME
20.68GMEDetails
Price/FCF
44.19
High:MSTR
1,187.5MSTRLow:GME
21.22GMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.4% | Dec 2024 | - | 22 |
-24.63% | Apr 2024 | Nov 2024 | 7 |
-22.24% | Apr 2022 | Dec 2023 | 20 |
-18.89% | Jan 2024 | Feb 2024 | 1 |
-0.5% | Feb 2022 | Mar 2022 | 1 |