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-2.96%
This Month
-2.96%
Year To Date
-8.27%
2 Years
+6.31%
5 Years
+226.59%
10 Years
+17.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies62.51%
- 💵 Cash11.46%
- 🍞 Consumer Non Durables5.66%
- 📊 ETFs3.15%
- 💻 Electronic Technology3.01%
- 🖥️ Technology Services1.97%
- 🚗 Consumer Durables1.4%
- 💰 Finance0.56%
- 🧪 Process Industries0.45%
- 💼 Commercial Services0.4%
- 🛠️ Producer Manufacturing0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency62.51%
- 🇺🇸 NYSE10.69%
- 🇺🇸 Nasdaq3.1%
- 🇭🇰 Hong Kong Exchanges2.74%
- 🇺🇸 Chicago Board Options Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.71%
- 🇨🇳 China4.13%
- 🇮🇱 Israel0.76%
- 🇨🇦 Canada0.45%
- 🇰🇾 Cayman Islands0.4%
Dividends
Performance Metrics
Score 6.6/10
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
16.61
16.61
-2
0
2
17
17
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
3.45
3.45
0
0.75
1.25
4
4
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
16.61
16.61
-2
0
2
17
17
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
3.45
3.45
0
0.75
1.25
4
4
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.37
High:
RIOT
52.11RIOTLow:
STNE
-33.16STNEDetails
PEG Ratio
14.36
High:RIOT
105.3RIOTLow:
NIO
-125.34NIODetails
Price/Book
3.64
High:
AMT
21.03AMTLow:
SUNWQ
-SUNWQDetails
Price/Sales
2.4
High:RIOT
11.11RIOTLow:SUNWQ
-SUNWQDetails
Price/CF
15.02
High:RIOT
107.94RIOTLow:
STZ
8.82STZDetails
Price/FCF
25.75
High:AMT
157.73AMTLow:
ZM
13.29ZMDetails
P/E Ratio
26.37
High:RIOT
52.11RIOTLow:STNE
-33.16STNEDetails
PEG Ratio
14.36
High:RIOT
105.3RIOTLow:NIO
-125.34NIODetails
Price/Book
3.64
High:AMT
21.03AMTLow:SUNWQ
-SUNWQDetails
Price/Sales
2.4
High:RIOT
11.11RIOTLow:SUNWQ
-SUNWQDetails
Price/CF
15.02
High:RIOT
107.94RIOTLow:STZ
8.82STZDetails
Price/FCF
25.75
High:AMT
157.73AMTLow:ZM
13.29ZMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48% | Sep 2018 | May 2019 | 8 |
-31.5% | Dec 2024 | - | 14 |
-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 |