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-2.17%
This Month
+7.12%
Year To Date
+96.45%
2 Years
+310.2%
5 Years
+335.49%
10 Years
+33.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.28%
- 🪙 Cryptocurrencies22.42%
- 🖥️ Technology Services18.46%
- 💰 Finance13.25%
- 💻 Electronic Technology7.05%
- 🛍️ Retail Trade6.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.91%
- 🌍 Digital Currency22.42%
- 🇺🇸 NYSE17.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.3%
Dividends
Dividend Yield
0.04%
2 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $META (0.36%)
Performance Metrics
Score 7.1/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
6.61
6.61
-2
0
2
7
7
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
6.61
6.61
-2
0
2
7
7
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.71
High:
PLTR
592.06PLTRLow:
BMNR
-17.31BMNRDetails
PEG Ratio
113.36
High:PLTR
755.51PLTRLow:
MSTR
2.05MSTRDetails
Price/Book
7.94
High:PLTR
71.27PLTRLow:MSTR
1.72MSTRDetails
Price/Sales
6.28
High:MSTR
192.34MSTRLow:
AMZN
3.44AMZNDetails
Price/CF
19.33
High:MSTR
7,511.07MSTRLow:
GOOG
16.18GOOGDetails
Price/FCF
55.41
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
P/E Ratio
30.71
High:PLTR
592.06PLTRLow:BMNR
-17.31BMNRDetails
PEG Ratio
113.36
High:PLTR
755.51PLTRLow:MSTR
2.05MSTRDetails
Price/Book
7.94
High:PLTR
71.27PLTRLow:MSTR
1.72MSTRDetails
Price/Sales
6.28
High:MSTR
192.34MSTRLow:AMZN
3.44AMZNDetails
Price/CF
19.33
High:MSTR
7,511.07MSTRLow:GOOG
16.18GOOGDetails
Price/FCF
55.41
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.86% | Nov 2021 | May 2023 | 18 |
-21.98% | Dec 2024 | - | 11 |
-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 |