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+2.46%
This Month
-1.45%
Year To Date
-22.81%
2 Years
+267.29%
5 Years
+267.29%
10 Years
+62.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.98%
- 🪙 Cryptocurrencies31.43%
- 🖥️ Technology Services29%
- 💵 Cash4.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.98%
- 🌍 Digital Currency31.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.98%
Dividends
Dividend Yield
0.01%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
5.73
5.73
0
0.8
1.2
0
6
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.78
1.78
0
1
2
3
3
Jensen's Alpha
3.42
3.42
-2
0
2
4.5
4.5
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Beta
5.73
5.73
0
0.8
1.2
0
6
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.78
1.78
0
1
2
3
3
Jensen's Alpha
3.42
3.42
-2
0
2
4.5
4.5
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.39
High:NVDA
42.4NVDALow:
WAY
29.73WAYDetails
PEG Ratio
38.67
High:NVDA
64.13NVDALow:WAY
7.95WAYDetails
Price/Book
31.48
High:NVDA
32.11NVDALow:WAY
0.97WAYDetails
Price/Sales
23.43
High:NVDA
23.51NVDALow:WAY
3.36WAYDetails
Price/CF
44.58
High:NVDA
44.64NVDALow:WAY
14.24WAYDetails
Price/FCF
55.36
High:NVDA
55.44NVDALow:WAY
16.01WAYDetails
P/E Ratio
42.39
High:NVDA
42.4NVDALow:WAY
29.73WAYDetails
PEG Ratio
38.67
High:NVDA
64.13NVDALow:WAY
7.95WAYDetails
Price/Book
31.48
High:NVDA
32.11NVDALow:WAY
0.97WAYDetails
Price/Sales
23.43
High:NVDA
23.51NVDALow:WAY
3.36WAYDetails
Price/CF
44.58
High:NVDA
44.64NVDALow:WAY
14.24WAYDetails
Price/FCF
55.36
High:NVDA
55.44NVDALow:WAY
16.01WAYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.71% | Dec 2024 | - | 18 |
-48.75% | Aug 2023 | Dec 2023 | 4 |
-37.62% | Apr 2024 | Jul 2024 | 3 |
-1.13% | Oct 2024 | Nov 2024 | 1 |
-0.26% | Jan 2024 | Feb 2024 | 1 |