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-1.7%
This Month
+27.86%
Year To Date
+123.67%
2 Years
+577.98%
5 Years
+874.78%
10 Years
+32.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies52.04%
- 🖥️ Technology Services10.44%
- 📊 ETFs7.38%
- 🛍️ Retail Trade6.19%
- 💰 Finance5.98%
- 💻 Electronic Technology4.55%
- 🚗 Consumer Durables4.07%
- 💵 Cash3.93%
- 🪨 Non Energy Minerals3.14%
- ⛏️ Energy Minerals1.35%
- 🧬 Health Technology1.07%
- 📦 Distribution Services0.69%
- 🛠️ Producer Manufacturing0.4%
- 🍞 Consumer Non Durables0.31%
- 💇♀️ Consumer Services0.3%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency52.04%
- 🇺🇸 Nasdaq26.97%
- 🇺🇸 NYSE18.51%
- 🇺🇸 Chicago Board Options Exchange0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.53%
- 🇨🇳 China4.59%
- 🇩🇰 Denmark1.07%
- 🇨🇭 Switzerland0.31%
Dividends
Dividend Yield
0.14%
8 out of 33 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NVO (2.33%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX | Pay Day | Nov 3, 2025 | $0.15 |
Performance Metrics
Score 6.9/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
23.94
23.94
-2
0
2
24
24
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
2.09
2.09
0
0.75
1.25
3
3
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
23.94
23.94
-2
0
2
24
24
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
2.09
2.09
0
0.75
1.25
3
3
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.62
High:
TSLA
256.31TSLALow:
AMR
-55.46AMRDetails
PEG Ratio
50
High:
AMD
126.08AMDLow:
MSTR
2.14MSTRDetails
Price/Book
7.48
High:
BMNR
36.99BMNRLow:
BIDU
1.07BIDUDetails
Price/Sales
6.26
High:MSTR
200.33MSTRLow:AMR
0.87AMRDetails
Price/CF
21.07
High:MSTR
7,511.07MSTRLow:
OXY
3.49OXYDetails
Price/FCF
58.2
High:MSTR
1,187.5MSTRLow:
GCT
4.63GCTDetails
P/E Ratio
35.62
High:TSLA
256.31TSLALow:AMR
-55.46AMRDetails
PEG Ratio
50
High:AMD
126.08AMDLow:MSTR
2.14MSTRDetails
Price/Book
7.48
High:BMNR
36.99BMNRLow:BIDU
1.07BIDUDetails
Price/Sales
6.26
High:MSTR
200.33MSTRLow:AMR
0.87AMRDetails
Price/CF
21.07
High:MSTR
7,511.07MSTRLow:OXY
3.49OXYDetails
Price/FCF
58.2
High:MSTR
1,187.5MSTRLow:GCT
4.63GCTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73% | Feb 2018 | Nov 2020 | 33 |
-54.54% | Nov 2021 | Nov 2024 | 36 |
-21.5% | Dec 2024 | Jul 2025 | 7 |
-11.35% | May 2021 | Aug 2021 | 3 |
-11.16% | Sep 2017 | Nov 2017 | 2 |
-9.9% | Jun 2017 | Aug 2017 | 2 |
-7.45% | Sep 2021 | Oct 2021 | 1 |
-1.7% | Oct 2025 | - | 1 |