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+0.83%
This Month
-19.94%
Year To Date
+0.25%
2 Years
+14.75%
5 Years
+117.93%
10 Years
+15.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies64.05%
- 💻 Electronic Technology11.26%
- 🖥️ Technology Services11.2%
- 🛍️ Retail Trade7.05%
- 💵 Cash5.47%
- 📊 ETFs2.17%
- 🏥 Health Services0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency64.05%
- 🇺🇸 Nasdaq29.51%
- 🇺🇸 NYSE2.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.58%
Dividends
Dividend Yield
0.08%
6 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.86%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-2.07
-2.07
-3
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-2.07
-2.07
-3
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.91
High:
NVDA
37.34NVDALow:
TDOC
-4.5TDOCDetails
PEG Ratio
86.13
High:
AAPL
129.82AAPLLow:TDOC
-5.58TDOCDetails
Price/Book
10.95
High:AAPL
43.77AAPLLow:TDOC
0.66TDOCDetails
Price/Sales
7.78
High:NVDA
20.71NVDALow:TDOC
0.36TDOCDetails
Price/CF
25.31
High:NVDA
44.64NVDALow:TDOC
4.29TDOCDetails
Price/FCF
61.26
High:
AMZN
325.85AMZNLow:TDOC
4.42TDOCDetails
P/E Ratio
30.91
High:NVDA
37.34NVDALow:TDOC
-4.5TDOCDetails
PEG Ratio
86.13
High:AAPL
129.82AAPLLow:TDOC
-5.58TDOCDetails
Price/Book
10.95
High:AAPL
43.77AAPLLow:TDOC
0.66TDOCDetails
Price/Sales
7.78
High:NVDA
20.71NVDALow:TDOC
0.36TDOCDetails
Price/CF
25.31
High:NVDA
44.64NVDALow:TDOC
4.29TDOCDetails
Price/FCF
61.26
High:AMZN
325.85AMZNLow:TDOC
4.42TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.48% | Nov 2021 | Nov 2024 | 36 |
-33.62% | Oct 2025 | - | 6 |
-23.27% | Feb 2025 | Jul 2025 | 5 |
-20.75% | May 2021 | Aug 2021 | 3 |
-10.29% | Sep 2021 | Oct 2021 | 1 |
-4.01% | Sep 2020 | Nov 2020 | 2 |
-0.79% | Dec 2024 | Jan 2025 | 1 |