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+0.38%
Today
+6.65%
This Month
+1.76%
Year To Date
+71.01%
2 Years
+306.02%
5 Years
+34.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs42.63%
- 🪙 Cryptocurrencies20.12%
- 🖥️ Technology Services18.07%
- 💻 Electronic Technology8.07%
- 🛍️ Retail Trade7.78%
- 🚗 Consumer Durables3.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.12%
- 🇺🇸 NYSE22.76%
- 🌍 Digital Currency20.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.25%
Dividends
Dividend Yield
0.54%
9 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KWEB (3%)
Performance Metrics
Score 7/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
6.65
6.65
-2
0
2
7
7
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
6.65
6.65
-2
0
2
7
7
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.46
High:
TSLA
177.11TSLALow:
MSTR
-19.02MSTRDetails
PEG Ratio
107.33
High:
MSFT
326.4MSFTLow:
AMZN
52.7AMZNDetails
Price/Book
9.95
High:
AAPL
47.81AAPLLow:MSTR
3.43MSTRDetails
Price/Sales
6.89
High:MSTR
231.7MSTRLow:AMZN
3.85AMZNDetails
Price/CF
20.07
High:MSTR
7,511.07MSTRLow:
META
15.53METADetails
Price/FCF
51.34
High:MSTR
1,187.5MSTRLow:META
31.64METADetails
P/E Ratio
33.46
High:TSLA
177.11TSLALow:MSTR
-19.02MSTRDetails
PEG Ratio
107.33
High:MSFT
326.4MSFTLow:AMZN
52.7AMZNDetails
Price/Book
9.95
High:AAPL
47.81AAPLLow:MSTR
3.43MSTRDetails
Price/Sales
6.89
High:MSTR
231.7MSTRLow:AMZN
3.85AMZNDetails
Price/CF
20.07
High:MSTR
7,511.07MSTRLow:META
15.53METADetails
Price/FCF
51.34
High:MSTR
1,187.5MSTRLow:META
31.64METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.86% | Nov 2021 | May 2023 | 18 |
-21.98% | Dec 2024 | - | 8 |
-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 |