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-2.17%
This Month
+19.12%
Year To Date
+133.38%
2 Years
+551.03%
5 Years
+421.85%
10 Years
+25.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash68.8%
- 🪙 Cryptocurrencies25.5%
- 💻 Electronic Technology0.17%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency25.5%
- 🇺🇸 Nasdaq0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.17%
Dividends
Dividend Yield
0%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0% | 0.38% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
2.19
2.19
0
0.8
1.2
0
3
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
38.9
38.9
-2
0
2
39
39
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.15
2.15
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
2.19
2.19
0
0.8
1.2
0
3
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
38.9
38.9
-2
0
2
39
39
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.15
2.15
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.99
High:
AAPL
35.99AAPLLow:AAPL
35.99AAPLDetails
PEG Ratio
157.51
High:AAPL
157.51AAPLLow:AAPL
157.51AAPLDetails
Price/Book
53.79
High:AAPL
53.79AAPLLow:AAPL
53.79AAPLDetails
Price/Sales
9.59
High:AAPL
9.59AAPLLow:AAPL
9.59AAPLDetails
Price/CF
34.06
High:AAPL
34.06AAPLLow:AAPL
34.06AAPLDetails
Price/FCF
45.56
High:AAPL
45.56AAPLLow:AAPL
45.56AAPLDetails
P/E Ratio
35.99
High:AAPL
35.99AAPLLow:AAPL
35.99AAPLDetails
PEG Ratio
157.51
High:AAPL
157.51AAPLLow:AAPL
157.51AAPLDetails
Price/Book
53.79
High:AAPL
53.79AAPLLow:AAPL
53.79AAPLDetails
Price/Sales
9.59
High:AAPL
9.59AAPLLow:AAPL
9.59AAPLDetails
Price/CF
34.06
High:AAPL
34.06AAPLLow:AAPL
34.06AAPLDetails
Price/FCF
45.56
High:AAPL
45.56AAPLLow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.01% | Mar 2018 | Jan 2021 | 34 |
-56.61% | Sep 2021 | Feb 2024 | 29 |
-43.86% | Dec 2024 | Aug 2025 | 8 |
-34.36% | Apr 2024 | Nov 2024 | 7 |
-8.42% | Jun 2021 | Aug 2021 | 2 |
-8.2% | Sep 2025 | - | 3 |