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-0.77%
Today
+21.39%
This Month
+17.1%
Year To Date
+58.08%
2 Years
+49.82%
5 Years
+8.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies60.87%
- 💼 Commercial Services9.1%
- 📊 ETFs7.32%
- 🚚 Transportation4.87%
- 💰 Finance4.64%
- 🚗 Consumer Durables3.63%
- 💻 Electronic Technology3.49%
- 🛠️ Producer Manufacturing2.83%
- 🧬 Health Technology2.1%
- 💵 Cash0.67%
- 🖥️ Technology Services0.54%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency60.87%
- 🇺🇸 Nasdaq21.77%
- 🇬🇧 LSE6.74%
- 🇺🇸 NYSE5.77%
- 🇩🇪 FRA3.54%
- 🇳🇴 Oslo Stock Exchange0.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.13%
- 🇩🇪 Germany4.88%
- 🇬🇷 Greece4.03%
- 🇨🇳 China0.93%
- 🇳🇴 Norway0.69%
- 🇬🇧 United Kingdom0.54%
Dividends
Dividend Yield
0.72%
7 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SHIP (9.23%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PFE | Pay Day | Sep 2, 2025 | $0.43 |
Performance Metrics
Score 3.2/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-5.94
-5.94
-6
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-5.94
-5.94
-6
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
195.14
High:
COIN
74.34COINLow:
BNTX
-33.52BNTXDetails
PEG Ratio
174.47
High:COIN
1,459.74COINLow:
LMND
-446.63LMNDDetails
Price/Book
1.42
High:COIN
9.65COINLow:
NIO
-185.91NIODetails
Price/Sales
1.08
High:COIN
15.56COINLow:
QS
-QSDetails
Price/CF
8.24
High:BNTX
121.06BNTXLow:
LHA.DE
1.9LHA.DEDetails
Price/FCF
16.64
High:LHA.DE
186.6LHA.DELow:
CCC.L
7.11CCC.LDetails
P/E Ratio
195.14
High:COIN
74.34COINLow:BNTX
-33.52BNTXDetails
PEG Ratio
174.47
High:COIN
1,459.74COINLow:LMND
-446.63LMNDDetails
Price/Book
1.42
High:COIN
9.65COINLow:NIO
-185.91NIODetails
Price/Sales
1.08
High:COIN
15.56COINLow:QS
-QSDetails
Price/CF
8.24
High:BNTX
121.06BNTXLow:LHA.DE
1.9LHA.DEDetails
Price/FCF
16.64
High:LHA.DE
186.6LHA.DELow:CCC.L
7.11CCC.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.35% | May 2021 | - | 51 |
-20.89% | Nov 2019 | May 2020 | 6 |
-11.84% | Sep 2020 | Nov 2020 | 2 |
-6.63% | Jun 2020 | Jul 2020 | 1 |
-6.27% | Jun 2019 | Aug 2019 | 2 |
-5.03% | Sep 2019 | Oct 2019 | 1 |
-4.29% | Feb 2021 | Apr 2021 | 2 |
-1.22% | Dec 2020 | Jan 2021 | 1 |