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+0.24%
This Month
-6.17%
Year To Date
+8.98%
2 Years
+30.77%
5 Years
+30.77%
10 Years
+7.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.87%
- 💰 Finance20.13%
- 🧩 Miscellaneous9.39%
- 🖥️ Technology Services8.54%
- 🪙 Cryptocurrencies6.76%
- 💼 Commercial Services6.26%
- 🛠️ Producer Manufacturing4.71%
- 🛍️ Retail Trade3.81%
- 💵 Cash2.58%
- 🍞 Consumer Non Durables1.89%
- ⚡ Utilities1.55%
- 🚗 Consumer Durables1.26%
- ❓ Other1.14%
- 💻 Electronic Technology0.17%
- 🚚 Transportation0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.13%
- 🇺🇸 Nasdaq16.8%
- 🌍 Digital Currency6.76%
- 🇭🇰 Hong Kong Exchanges2.39%
- 🇺🇸 OTC Markets Stock Exchange1.26%
- Regular Trading Hours - RTH1.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.41%
- 🇨🇳 China2.39%
- 🇸🇬 Singapore2.03%
- 🇨🇦 Canada1.89%
- 🇱🇺 Luxembourg1.75%
- 🇯🇵 Japan1.26%
- 🇧🇷 Brazil0.02%
Dividends
Dividend Yield
1.41%
7 out of 38 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BXSL (13.25%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
Performance Metrics
Score 3/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-8.74
-8.74
-9
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-8.74
-8.74
-9
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-1.11
-1.11
-2
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.4
High:
LITE
148.85LITELow:
RBLX
-35.32RBLXDetails
PEG Ratio
109.81
High:
SOFI
413.16SOFILow:
PLUG
-4.01PLUGDetails
Price/Book
1.56
High:RBLX
91.71RBLXLow:
AZUL
-2.28AZULDetails
Price/Sales
2.8
High:
BMNR
368.9BMNRLow:AZUL
0.41AZULDetails
Price/CF
21.43
High:LITE
149.43LITELow:AZUL
0.61AZULDetails
Price/FCF
39.47
High:LITE
593.01LITELow:AZUL
0.76AZULDetails
P/E Ratio
15.4
High:LITE
148.85LITELow:RBLX
-35.32RBLXDetails
PEG Ratio
109.81
High:SOFI
413.16SOFILow:PLUG
-4.01PLUGDetails
Price/Book
1.56
High:RBLX
91.71RBLXLow:AZUL
-2.28AZULDetails
Price/Sales
2.8
High:BMNR
368.9BMNRLow:AZUL
0.41AZULDetails
Price/CF
21.43
High:LITE
149.43LITELow:AZUL
0.61AZULDetails
Price/FCF
39.47
High:LITE
593.01LITELow:AZUL
0.76AZULDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.27% | Oct 2025 | - | 10 |
-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 |
-1.87% | Oct 2024 | Nov 2024 | 1 |