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-4.24%
This Month
+2.66%
Year To Date
+10.59%
2 Years
+143.07%
5 Years
+143.07%
10 Years
+33.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.67%
- 🍞 Consumer Non Durables17.25%
- 💰 Finance17.24%
- 💵 Cash15.83%
- 🪙 Cryptocurrencies15.74%
- 🛍️ Retail Trade7.85%
- 🚚 Transportation7.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.09%
- 🇺🇸 Nasdaq20.23%
- 🌍 Digital Currency15.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.02%
- 🇸🇬 Singapore7.29%
Dividends
Dividend Yield
1.11%
5 out of 12 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ARE (6.78%)
Performance Metrics
Score 7.6/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
8.29
8.29
-2
0
2
9
9
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
8.29
8.29
-2
0
2
9
9
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.18
High:
BULL
89.87BULLLow:
CRCL
-117.37CRCLDetails
PEG Ratio
1.58
High:
NKE
2.39NKELow:
GRAB
0.05GRABDetails
Price/Book
3.38
High:
ORCL
6.97ORCLLow:
RC
0.16RCDetails
Price/Sales
1.96
High:
BMNR
368.9BMNRLow:
KMX
0.27KMXDetails
Price/CF
13.57
High:BULL
1,936.14BULLLow:KMX
5.46KMXDetails
Price/FCF
95.84
High:BULL
1,936.14BULLLow:RC
0.56RCDetails
P/E Ratio
31.18
High:BULL
89.87BULLLow:CRCL
-117.37CRCLDetails
PEG Ratio
1.58
High:NKE
2.39NKELow:GRAB
0.05GRABDetails
Price/Book
3.38
High:ORCL
6.97ORCLLow:RC
0.16RCDetails
Price/Sales
1.96
High:BMNR
368.9BMNRLow:KMX
0.27KMXDetails
Price/CF
13.57
High:BULL
1,936.14BULLLow:KMX
5.46KMXDetails
Price/FCF
95.84
High:BULL
1,936.14BULLLow:RC
0.56RCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.97% | Oct 2025 | - | 13 |
-19.19% | Dec 2024 | May 2025 | 5 |
-11.18% | Aug 2023 | Dec 2023 | 4 |
-5.15% | Apr 2024 | May 2024 | 1 |
-3.35% | Apr 2023 | May 2023 | 1 |
-1.25% | Jul 2024 | Aug 2024 | 1 |