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+1.2%
This Month
+14.41%
Year To Date
+22.02%
2 Years
+44.18%
5 Years
+44.18%
10 Years
+12.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance19.65%
- 📊 ETFs14.71%
- 🧩 Miscellaneous14.61%
- 💵 Cash13.73%
- 🖥️ Technology Services10.55%
- 🪙 Cryptocurrencies8.91%
- 💼 Commercial Services7.55%
- 🛠️ Producer Manufacturing3.37%
- 🛍️ Retail Trade1.7%
- 🍞 Consumer Non Durables1.64%
- 🚚 Transportation0.62%
- 💻 Electronic Technology0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.46%
- 🇺🇸 Nasdaq12.91%
- 🌍 Digital Currency8.91%
- 🇭🇰 Hong Kong Exchanges3.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.79%
- 🇨🇳 China3.37%
- 🇨🇦 Canada1.64%
- 🇱🇺 Luxembourg1.6%
- 🇧🇷 Brazil0.62%
Dividends
Dividend Yield
1.85%
5 out of 26 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BXSL (10.9%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BLOK | Pay Day | Dec 31, 2025 | $0.00 |
Performance Metrics
Score 4/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-5.83
-5.83
-6
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-5.83
-5.83
-6
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.35
High:
OWL
356.89OWLLow:
BMNR
-32.12BMNRDetails
PEG Ratio
49.64
High:
01211.HK
207.3601211.HKLow:BMNR
-219.26BMNRDetails
Price/Book
1.65
High:
ADBE
11.73ADBELow:
AZULQ
-0.03AZULQDetails
Price/Sales
2.84
High:BMNR
1,398.66BMNRLow:AZULQ
0.04AZULQDetails
Price/CF
24.42
High:
DUOL
43.47DUOLLow:AZULQ
0.61AZULQDetails
Price/FCF
48.49
High:
BXSL
337.55BXSLLow:AZULQ
0.76AZULQDetails
P/E Ratio
16.35
High:OWL
356.89OWLLow:BMNR
-32.12BMNRDetails
PEG Ratio
49.64
High:01211.HK
207.3601211.HKLow:BMNR
-219.26BMNRDetails
Price/Book
1.65
High:ADBE
11.73ADBELow:AZULQ
-0.03AZULQDetails
Price/Sales
2.84
High:BMNR
1,398.66BMNRLow:AZULQ
0.04AZULQDetails
Price/CF
24.42
High:DUOL
43.47DUOLLow:AZULQ
0.61AZULQDetails
Price/FCF
48.49
High:BXSL
337.55BXSLLow:AZULQ
0.76AZULQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.29% | Aug 2023 | Dec 2023 | 4 |
-7.91% | Feb 2025 | May 2025 | 3 |
-4.93% | Feb 2023 | Jun 2023 | 4 |
-4.74% | Apr 2024 | Sep 2024 | 5 |
-3.74% | Dec 2024 | Jan 2025 | 1 |
-3.26% | Jan 2024 | Feb 2024 | 1 |
-2.52% | Oct 2025 | - | 3 |
-1.87% | Oct 2024 | Nov 2024 | 1 |