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+4.2%
This Month
+15.09%
Year To Date
+27.58%
2 Years
+178.57%
5 Years
+343.81%
10 Years
+30.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.7%
- 📊 ETFs19.01%
- 🧩 Miscellaneous17.11%
- 🛍️ Retail Trade11.75%
- 💵 Cash10.28%
- 💻 Electronic Technology8.13%
- 💰 Finance6.87%
- 🪙 Cryptocurrencies3.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq87.55%
- 🌍 Digital Currency3.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.22%
- 🇦🇺 Australia1.22%
Dividends
Dividend Yield
0.17%
3 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.86%)
Performance Metrics
Score 6.3/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
2.3
2.3
-2
0
2
4.5
4.5
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
2.3
2.3
-2
0
2
4.5
4.5
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.13
High:
AMD
138.22AMDLow:
CRWV
-54.22CRWVDetails
PEG Ratio
143.47
High:
META
367.26METALow:
IREN
9.17IRENDetails
Price/Book
7.15
High:CRWV
20.77CRWVLow:META
6.38METADetails
Price/Sales
5.93
High:IREN
37.3IRENLow:
AMZN
4.03AMZNDetails
Price/CF
15.88
High:
HOOD
90.65HOODLow:CRWV
11.76CRWVDetails
Price/FCF
77.27
High:AMZN
325.85AMZNLow:META
34.18METADetails
P/E Ratio
29.13
High:AMD
138.22AMDLow:CRWV
-54.22CRWVDetails
PEG Ratio
143.47
High:META
367.26METALow:IREN
9.17IRENDetails
Price/Book
7.15
High:CRWV
20.77CRWVLow:META
6.38METADetails
Price/Sales
5.93
High:IREN
37.3IRENLow:AMZN
4.03AMZNDetails
Price/CF
15.88
High:HOOD
90.65HOODLow:CRWV
11.76CRWVDetails
Price/FCF
77.27
High:AMZN
325.85AMZNLow:META
34.18METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.86% | Nov 2021 | May 2023 | 18 |
-22.14% | Nov 2025 | - | 7 |
-21.98% | Dec 2024 | Oct 2025 | 10 |
-14.79% | Apr 2024 | Nov 2024 | 7 |
-9.84% | Aug 2023 | Nov 2023 | 3 |
-5.87% | Sep 2021 | Oct 2021 | 1 |
-5.09% | Sep 2020 | Nov 2020 | 2 |
-1.59% | Jan 2024 | Feb 2024 | 1 |
-0.65% | May 2021 | Jun 2021 | 1 |
-0.51% | Jul 2021 | Aug 2021 | 1 |
-0.25% | Jul 2020 | Aug 2020 | 1 |
-0.17% | May 2020 | Jun 2020 | 1 |