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+2.13%
This Month
+2.13%
Year To Date
+35.19%
2 Years
+117.92%
5 Years
+815.55%
10 Years
+27.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies56.75%
- 🖥️ Technology Services15.74%
- 💻 Electronic Technology10.06%
- 💵 Cash7.05%
- 🚚 Transportation3.54%
- 🛠️ Producer Manufacturing3.28%
- 💰 Finance2.68%
- 🍞 Consumer Non Durables2.23%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency56.75%
- 🇺🇸 NYSE17.22%
- 🇺🇸 Nasdaq14.29%
- 🇬🇧 LSE6.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.33%
- 🇰🇷 South Korea6.02%
- 🇩🇪 Germany2.18%
Dividends
Dividend Yield
0.54%
9 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.21%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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
1.32
1.32
0
1
2
3
3
Jensen's Alpha
22.72
22.72
-2
0
2
23
23
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
2.22
2.22
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
1.32
1.32
0
1
2
3
3
Jensen's Alpha
22.72
22.72
-2
0
2
23
23
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
2.22
2.22
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 current positions
P/E Ratio
30.86
High:
IBM
34.85IBMLow:
LUNR
-11.35LUNRDetails
PEG Ratio
268.34
High:
V
1,166.53VLow:LUNR
-34.01LUNRDetails
Price/Book
6.38
High:V
16.81VLow:LUNR
-6.18LUNRDetails
Price/Sales
7.11
High:
SMR
43.92SMRLow:
UPS
1.01UPSDetails
Price/CF
18.71
High:
SAP
38.54SAPLow:
SMSN.L
7.05SMSN.LDetails
Price/FCF
55.98
High:
PEP
5,253.35PEPLow:
CRM
21.91CRMDetails
P/E Ratio
30.86
High:IBM
34.85IBMLow:LUNR
-11.35LUNRDetails
PEG Ratio
268.34
High:V
1,166.53VLow:LUNR
-34.01LUNRDetails
Price/Book
6.38
High:V
16.81VLow:LUNR
-6.18LUNRDetails
Price/Sales
7.11
High:SMR
43.92SMRLow:UPS
1.01UPSDetails
Price/CF
18.71
High:SAP
38.54SAPLow:SMSN.L
7.05SMSN.LDetails
Price/FCF
55.98
High:PEP
5,253.35PEPLow:CRM
21.91CRMDetails
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 |
-16.49% | Aug 2025 | - | 6 |
-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 |