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+0.89%
Today
+1.54%
This Month
-0.33%
Year To Date
+139.99%
2 Years
+101.83%
5 Years
+20.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies53.01%
- 💻 Electronic Technology15.88%
- 🖥️ Technology Services12.64%
- 📊 ETFs11.29%
- 💼 Commercial Services2.41%
- 💵 Cash2.1%
- 🛍️ Retail Trade1.67%
- 🚗 Consumer Durables1.56%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency53.01%
- 🇺🇸 Nasdaq19.88%
- 🇺🇸 NYSE15.63%
- 🇩🇪 Xetra ETFs2.27%
- 🇬🇧 LSE1.92%
- 🇩🇪 FRA1.68%
- 🇺🇸 Chicago Board Options Exchange1.67%
- 🇫🇷 Euronext Paris1.66%
- 🇮🇹 Borsa Italiana0.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.33%
- 🇬🇧 United Kingdom1.92%
- 🇨🇦 Canada1.85%
- 🇩🇪 Germany1.68%
- 🇫🇷 France1.66%
- 🇮🇹 Italy0.72%
Dividends
Dividend Yield
0.2%
15 out of 28 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SRP.L (2.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.03% | 1.21% | - |
 EWJ | 0.02% | 2.12% | - |
 IJS | 0.02% | 2.01% | - |
 HO.PA | 0.01% | 1.42% | $3.4 |
 VGT | 0.01% | 0.52% | - |
 BA.L | 0.01% | 1.71% | $0.3 |
 GOOGL | 0.01% | 0.47% | $0.2 |
 AAPL | 0.01% | 0.5% | $0.97 |
 SRP.L | 0.01% | 2.17% | $0.03 |
 ITA | 0.01% | 0.69% | - |
 AM.PA | 0.01% | 1.49% | $3.37 |
 RHM.DE | 0.01% | 0.45% | $5.7 |
 MRO.L | 0.01% | 1.29% | $0.05 |
 LDO.MI | 0.01% | 0.99% | $0.28 |
 NVDA | 0% | 0.03% | $0.02 |
Performance Metrics
Score 5.4/10
Beta
2.27
2.27
0
0.8
1.2
0
3
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
11.58
11.58
-2
0
2
12
12
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
2.27
2.27
0
0.8
1.2
0
3
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
11.58
11.58
-2
0
2
12
12
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.35
High:
RDDT
187.64RDDTLow:
CRWD
-670.4CRWDDetails
PEG Ratio
171.37
High:
HO.PA
1,660.64HO.PALow:
SHOP
10.48SHOPDetails
Price/Book
18.46
High:
AAPL
45.61AAPLLow:
BA
-47.68BADetails
Price/Sales
10.18
High:CRWD
28.14CRWDLow:
SRP.L
0.4SRP.LDetails
Price/CF
27.58
High:
MRO.L
94.8MRO.LLow:SRP.L
3.63SRP.LDetails
Price/FCF
40.25
High:MRO.L
262.01MRO.LLow:SRP.L
4.28SRP.LDetails
P/E Ratio
37.35
High:RDDT
187.64RDDTLow:CRWD
-670.4CRWDDetails
PEG Ratio
171.37
High:HO.PA
1,660.64HO.PALow:SHOP
10.48SHOPDetails
Price/Book
18.46
High:AAPL
45.61AAPLLow:BA
-47.68BADetails
Price/Sales
10.18
High:CRWD
28.14CRWDLow:SRP.L
0.4SRP.LDetails
Price/CF
27.58
High:MRO.L
94.8MRO.LLow:SRP.L
3.63SRP.LDetails
Price/FCF
40.25
High:MRO.L
262.01MRO.LLow:SRP.L
4.28SRP.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70% | Dec 2021 | Nov 2024 | 35 |
-23.66% | Feb 2025 | - | 5 |
-14.08% | Sep 2021 | Oct 2021 | 1 |
-8.97% | Jun 2021 | Jul 2021 | 1 |
-3.64% | Dec 2024 | Jan 2025 | 1 |