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-0.44%
This Month
-15.26%
Year To Date
-67.72%
2 Years
-21.16%
5 Years
-24.47%
10 Years
-4.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.46%
- 📊 ETFs22.26%
- 💵 Cash18.04%
- 🖥️ Technology Services1.78%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.46%
- 🇺🇸 Nasdaq20.89%
- 🇺🇸 NYSE3.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.78%
Dividends
Dividend Yield
0.02%
1 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.02% | 0.86% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-10.1
-10.1
-11
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-10.1
-10.1
-11
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.35
High:MSFT
25.35MSFTLow:MSFT
25.35MSFTDetails
PEG Ratio
88.65
High:MSFT
88.65MSFTLow:MSFT
88.65MSFTDetails
Price/Book
7.7
High:MSFT
7.7MSFTLow:MSFT
7.7MSFTDetails
Price/Sales
9.9
High:MSFT
9.9MSFTLow:MSFT
9.9MSFTDetails
Price/CF
22.48
High:MSFT
22.48MSFTLow:MSFT
22.48MSFTDetails
Price/FCF
69.19
High:MSFT
69.19MSFTLow:MSFT
69.19MSFTDetails
P/E Ratio
25.35
High:MSFT
25.35MSFTLow:MSFT
25.35MSFTDetails
PEG Ratio
88.65
High:MSFT
88.65MSFTLow:MSFT
88.65MSFTDetails
Price/Book
7.7
High:MSFT
7.7MSFTLow:MSFT
7.7MSFTDetails
Price/Sales
9.9
High:MSFT
9.9MSFTLow:MSFT
9.9MSFTDetails
Price/CF
22.48
High:MSFT
22.48MSFTLow:MSFT
22.48MSFTDetails
Price/FCF
69.19
High:MSFT
69.19MSFTLow:MSFT
69.19MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.72% | Apr 2024 | - | 24 |
-31.31% | Sep 2021 | Nov 2023 | 26 |
-3.4% | Aug 2019 | May 2021 | 21 |
-3.22% | Jan 2024 | Feb 2024 | 1 |
-0.26% | Jul 2021 | Aug 2021 | 1 |