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+1.42%
This Month
+13.93%
Year To Date
+346.47%
2 Years
+813.16%
5 Years
+3488.77%
10 Years
+81.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables99.99%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE99.99%
Countries Breakdown
- Country
- Total
- 🇯🇵 Japan99.99%
Dividends
Dividend Yield
0.12%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GBTC (0.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GBTC | 0.12% | 0.12% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.4/10
Beta
0
0
-1
0.8
1.2
-1
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
3.58
3.58
0
1
2
4
4
Jensen's Alpha
112.82
112.82
-2
0
2
113
113
Omega Ratio
2.67
2.67
0
1
1.5
3
3
Treynor Ratio
-2261.31
-2261.31
-2262
0.75
1.25
2
2
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Beta
0
0
-1
0.8
1.2
-1
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
3.58
3.58
0
1
2
4
4
Jensen's Alpha
112.82
112.82
-2
0
2
113
113
Omega Ratio
2.67
2.67
0
1
1.5
3
3
Treynor Ratio
-2261.31
-2261.31
-2262
0.75
1.25
2
2
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
1.63
1.63
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.78% | Nov 2021 | Oct 2023 | 23 |
-24.33% | May 2021 | Aug 2021 | 3 |
-22.99% | Apr 2024 | Nov 2024 | 7 |
-16.58% | Feb 2025 | May 2025 | 3 |
-7.42% | Aug 2025 | - | 2 |
-6.98% | Aug 2020 | Nov 2020 | 3 |
-6.64% | Sep 2021 | Oct 2021 | 1 |
-3.5% | Dec 2024 | Jan 2025 | 1 |
-1.92% | May 2020 | Jul 2020 | 2 |
-1.12% | Jan 2021 | Feb 2021 | 1 |