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0%
This Month
+28.3%
Year To Date
+88.45%
2 Years
+187.76%
5 Years
+131.49%
10 Years
+17.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs50.31%
- 🪙 Cryptocurrencies16.14%
- 🌾 Commodities9.76%
- 💻 Electronic Technology5.02%
- 🍞 Consumer Non Durables4.57%
- 🧬 Health Technology3.44%
- 🧪 Process Industries3.35%
- 📡 Communications2.81%
- 💵 Cash1.95%
- 💰 Finance1.8%
- 🖥️ Technology Services0.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.79%
- 🌍 Digital Currency16.14%
- 🇺🇸 Nasdaq13%
- 🌍 Commodity9.76%
- 🇬🇧 LSE6.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.23%
- 🇩🇰 Denmark3.44%
- 🇳🇱 Netherlands3.26%
Dividends
Dividend Yield
0.83%
7 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CALM (10.75%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TMUS | Pay Day | Dec 11, 2025 | $1.02 |
Performance Metrics
Score 6.1/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
3.08
3.08
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
3.08
3.08
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.81
High:
ASML
40.71ASMLLow:
RKLB
-104.13RKLBDetails
PEG Ratio
205.94
High:
V
1,183.17VLow:
MSTR
0.58MSTRDetails
Price/Book
9.78
High:
KMB
27.04KMBLow:
MO
-37.53MODetails
Price/Sales
6.45
High:MSTR
113.83MSTRLow:
CALM
0.92CALMDetails
Price/CF
18.43
High:MSTR
7,511.07MSTRLow:CALM
4.03CALMDetails
Price/FCF
41.41
High:KMB
1,882.62KMBLow:CALM
6.89CALMDetails
P/E Ratio
22.81
High:ASML
40.71ASMLLow:RKLB
-104.13RKLBDetails
PEG Ratio
205.94
High:V
1,183.17VLow:MSTR
0.58MSTRDetails
Price/Book
9.78
High:KMB
27.04KMBLow:MO
-37.53MODetails
Price/Sales
6.45
High:MSTR
113.83MSTRLow:CALM
0.92CALMDetails
Price/CF
18.43
High:MSTR
7,511.07MSTRLow:CALM
4.03CALMDetails
Price/FCF
41.41
High:KMB
1,882.62KMBLow:CALM
6.89CALMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.19% | Nov 2021 | Nov 2023 | 24 |
-24.92% | Jul 2020 | Mar 2021 | 8 |
-3.5% | Jan 2024 | Feb 2024 | 1 |
-3.23% | Nov 2025 | - | 2 |
-2.86% | Apr 2024 | May 2024 | 1 |
-2.68% | Sep 2021 | Oct 2021 | 1 |
-2.49% | Dec 2024 | Jan 2025 | 1 |
-1.95% | Mar 2025 | Apr 2025 | 1 |
-1.72% | Aug 2024 | Sep 2024 | 1 |
-1.41% | Jul 2021 | Aug 2021 | 1 |