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-14.75%
This Month
-23.73%
Year To Date
-26.22%
2 Years
-39.63%
5 Years
+156.7%
10 Years
+12.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies68.41%
- 🖥️ Technology Services9.25%
- 💵 Cash6.27%
- 💻 Electronic Technology5.37%
- ⚡ Utilities1.22%
- 📊 ETFs1.22%
- 🛍️ Retail Trade0.46%
- 🧪 Process Industries0.39%
- 💼 Commercial Services0.32%
- 🧩 Miscellaneous0.29%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency68.41%
- 🇺🇸 Nasdaq11.35%
- 🇭🇰 Hong Kong Exchanges4.09%
- 🇺🇸 NYSE3.01%
- 🇺🇸 Chicago Board Options Exchange0.07%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.67%
- 🇨🇳 China4.09%
- 🇮🇱 Israel3.08%
- 🇺🇾 Uruguay0.46%
- 🇨🇦 Canada0.39%
- 🇧🇷 Brazil0.32%
Dividends
Dividend Yield
0.05%
1 out of 56 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WTRG (3.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WTRG | 0.05% | 3.73% | $1.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
13.63
13.63
-2
0
2
14
14
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
3.01
3.01
0
0.75
1.25
4
4
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
13.63
13.63
-2
0
2
14
14
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
3.01
3.01
0
0.75
1.25
4
4
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-15.94
High:
MELI
43.17MELILow:
CRCL
-144.45CRCLDetails
PEG Ratio
96.08
High:
1810.HK
134.381810.HKLow:
STNE
0.96STNEDetails
Price/Book
1.98
High:
RGTI
13.76RGTILow:
SUNWQ
-SUNWQDetails
Price/Sales
2.58
High:RGTI
809.12RGTILow:SUNWQ
-SUNWQDetails
Price/CF
29.29
High:
MSTR
7,511.07MSTRLow:STNE
5.47STNEDetails
Price/FCF
41.62
High:MSTR
1,187.5MSTRLow:STNE
6.89STNEDetails
P/E Ratio
-15.94
High:MELI
43.17MELILow:CRCL
-144.45CRCLDetails
PEG Ratio
96.08
High:1810.HK
134.381810.HKLow:STNE
0.96STNEDetails
Price/Book
1.98
High:RGTI
13.76RGTILow:SUNWQ
-SUNWQDetails
Price/Sales
2.58
High:RGTI
809.12RGTILow:SUNWQ
-SUNWQDetails
Price/CF
29.29
High:MSTR
7,511.07MSTRLow:STNE
5.47STNEDetails
Price/FCF
41.62
High:MSTR
1,187.5MSTRLow:STNE
6.89STNEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48% | Sep 2018 | May 2019 | 8 |
-46.16% | Dec 2024 | - | 19 |
-30.89% | Nov 2021 | Nov 2024 | 36 |
-9.87% | Feb 2020 | Apr 2020 | 2 |
-7.49% | Jul 2019 | Jan 2020 | 6 |
-5.9% | Sep 2020 | Nov 2020 | 2 |
-3.86% | Jun 2021 | Aug 2021 | 2 |
-1.63% | Sep 2021 | Oct 2021 | 1 |
-0.77% | Jun 2020 | Jul 2020 | 1 |