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-1.88%
This Month
+3.87%
Year To Date
+28.71%
2 Years
+61.28%
5 Years
+61.28%
10 Years
+17.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs48%
- 🧩 Miscellaneous31.1%
- 🪙 Cryptocurrencies18.12%
- 🖥️ Technology Services2.6%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE81.71%
- 🌍 Digital Currency18.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.94%
Dividends
Dividend Yield
0.14%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.14% | 0.97% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
0.36
0.36
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
2.42
2.42
0
0.3
0.6
3
3
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
0.36
0.36
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
2.42
2.42
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
-117.37
High:
CRCL
-117.37CRCLLow:CRCL
-117.37CRCLDetails
PEG Ratio
N/A
Details
Price/Book
5.32
High:CRCL
5.32CRCLLow:CRCL
5.32CRCLDetails
Price/Sales
6.85
High:CRCL
6.85CRCLLow:CRCL
6.85CRCLDetails
Price/CF
50.23
High:CRCL
50.23CRCLLow:CRCL
50.23CRCLDetails
Price/FCF
51.85
High:CRCL
51.85CRCLLow:CRCL
51.85CRCLDetails
P/E Ratio
-117.37
High:CRCL
-117.37CRCLLow:CRCL
-117.37CRCLDetails
PEG Ratio
N/A
Details
Price/Book
5.32
High:CRCL
5.32CRCLLow:CRCL
5.32CRCLDetails
Price/Sales
6.85
High:CRCL
6.85CRCLLow:CRCL
6.85CRCLDetails
Price/CF
50.23
High:CRCL
50.23CRCLLow:CRCL
50.23CRCLDetails
Price/FCF
51.85
High:CRCL
51.85CRCLLow:CRCL
51.85CRCLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.91% | Jun 2026 | Aug 2026 | 2 |
-6.19% | Apr 2024 | Jul 2024 | 3 |
-6.17% | Feb 2025 | May 2025 | 3 |
-4.8% | Mar 2026 | Apr 2026 | 1 |
-3.36% | Nov 2025 | Feb 2026 | 3 |
-3.32% | Jan 2024 | Feb 2024 | 1 |
-3.25% | Dec 2024 | Jan 2025 | 1 |
-1.88% | Sep 2026 | - | 1 |
-1.14% | Aug 2024 | Sep 2024 | 1 |
-0.68% | Aug 2025 | Sep 2025 | 1 |