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+2.26%
This Month
-0.67%
Year To Date
+33.67%
2 Years
+197.25%
5 Years
+831.01%
10 Years
+27.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies59.89%
- 🖥️ Technology Services16.69%
- 💵 Cash9.86%
- 💻 Electronic Technology4.17%
- 🚚 Transportation3.29%
- 🚗 Consumer Durables3.03%
- 💰 Finance2.73%
- 🍞 Consumer Non Durables2.25%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency59.89%
- 🇺🇸 NYSE14.22%
- 🇺🇸 Nasdaq10.75%
- 🇬🇧 LSE4.17%
- 🇩🇪 FRA3.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.62%
- 🇩🇪 Germany5.37%
- 🇰🇷 South Korea4.17%
Dividends
Dividend Yield
0.68%
10 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.7/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
23.27
23.27
-2
0
2
24
24
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
23.27
23.27
-2
0
2
24
24
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.23
High:
SAP
36.22SAPLow:
PAH3.DE
-0.54PAH3.DEDetails
PEG Ratio
345.52
High:
V
1,180.28VLow:SAP
21.66SAPDetails
Price/Book
6.96
High:V
17.01VLow:PAH3.DE
0.32PAH3.DEDetails
Price/Sales
7.79
High:V
16.03VLow:
UPS
0.93UPSDetails
Price/CF
21.1
High:SAP
38.54SAPLow:
SMSN.L
7.05SMSN.LDetails
Price/FCF
59.07
High:
PEP
5,253.35PEPLow:
CRM
22.73CRMDetails
P/E Ratio
34.23
High:SAP
36.22SAPLow:PAH3.DE
-0.54PAH3.DEDetails
PEG Ratio
345.52
High:V
1,180.28VLow:SAP
21.66SAPDetails
Price/Book
6.96
High:V
17.01VLow:PAH3.DE
0.32PAH3.DEDetails
Price/Sales
7.79
High:V
16.03VLow:UPS
0.93UPSDetails
Price/CF
21.1
High:SAP
38.54SAPLow:SMSN.L
7.05SMSN.LDetails
Price/FCF
59.07
High:PEP
5,253.35PEPLow:CRM
22.73CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.14% | Feb 2018 | Feb 2021 | 36 |
-36.41% | Nov 2021 | Nov 2024 | 36 |
-31.95% | May 2021 | Oct 2021 | 5 |
-15.19% | Aug 2025 | - | 5 |
-12.93% | Jul 2017 | Aug 2017 | 1 |
-10.91% | Feb 2025 | Jul 2025 | 5 |
-6.13% | Sep 2017 | Oct 2017 | 1 |
-2.46% | Dec 2024 | Jan 2025 | 1 |