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+0.1%
Today
+2.39%
This Month
+11.79%
Year To Date
+33.53%
2 Years
+54.14%
5 Years
+9.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs65.62%
- 💵 Cash19.39%
- 🪙 Cryptocurrencies7.22%
- 🖥️ Technology Services6.95%
- 💻 Electronic Technology2.24%
- 🛍️ Retail Trade0.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.13%
- 🇺🇸 Nasdaq20.02%
- 🌍 Digital Currency7.22%
- 🇺🇸 Chicago Board Options Exchange1.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.8%
Dividends
Dividend Yield
2.1%
15 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BIL (4.68%)
Performance Metrics
Score 5.8/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
1.7
1.7
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
1.7
1.7
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.2
High:
NVDA
55.54NVDALow:
MSTR
-19.4MSTRDetails
PEG Ratio
218.61
High:
MSFT
325.82MSFTLow:
GME
10.53GMEDetails
Price/Book
15.91
High:
CRCL
66.85CRCLLow:GME
2.09GMEDetails
Price/Sales
17.4
High:MSTR
236.34MSTRLow:GME
3.16GMEDetails
Price/CF
25.32
High:MSTR
7,511.07MSTRLow:MSFT
21.43MSFTDetails
Price/FCF
50.6
High:MSTR
1,187.5MSTRLow:GME
31.53GMEDetails
P/E Ratio
45.2
High:NVDA
55.54NVDALow:MSTR
-19.4MSTRDetails
PEG Ratio
218.61
High:MSFT
325.82MSFTLow:GME
10.53GMEDetails
Price/Book
15.91
High:CRCL
66.85CRCLLow:GME
2.09GMEDetails
Price/Sales
17.4
High:MSTR
236.34MSTRLow:GME
3.16GMEDetails
Price/CF
25.32
High:MSTR
7,511.07MSTRLow:MSFT
21.43MSFTDetails
Price/FCF
50.6
High:MSTR
1,187.5MSTRLow:GME
31.53GMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.74% | Apr 2022 | Jul 2023 | 15 |
-4.98% | Sep 2021 | Oct 2021 | 1 |
-3.78% | Aug 2023 | Nov 2023 | 3 |
-3.05% | Nov 2021 | Mar 2022 | 4 |
-2.56% | Feb 2025 | May 2025 | 3 |
-2.38% | Apr 2024 | May 2024 | 1 |
-2.28% | Dec 2024 | Jan 2025 | 1 |
-1.97% | Jan 2024 | Feb 2024 | 1 |
-0.91% | Aug 2024 | Sep 2024 | 1 |
-0.63% | Jun 2021 | Jul 2021 | 1 |
-0.63% | Jun 2024 | Jul 2024 | 1 |