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+6.37%
This Month
+5.59%
Year To Date
+52.88%
2 Years
+98.81%
5 Years
+785.63%
10 Years
+38.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.04%
- 🚗 Consumer Durables25.42%
- 🪙 Cryptocurrencies15.81%
- 🖥️ Technology Services9.58%
- 🧩 Miscellaneous8.12%
- ⚡ Utilities3.03%
- 💻 Electronic Technology3%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.43%
- 🇺🇸 NYSE29.3%
- 🌍 Digital Currency15.81%
- 🇬🇧 LSE1.71%
- 🇺🇸 Chicago Board Options Exchange0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.03%
Dividends
Dividend Yield
0.22%
5 out of 15 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NEE (2.71%)
Performance Metrics
Score 7.9/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
2.03
2.03
0
1
2
3
3
Jensen's Alpha
19.32
19.32
-2
0
2
20
20
Omega Ratio
1.96
1.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
2.03
2.03
0
1
2
3
3
Jensen's Alpha
19.32
19.32
-2
0
2
20
20
Omega Ratio
1.96
1.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
92.92
High:
TSLA
396.12TSLALow:
MSTR
-3.98MSTRDetails
PEG Ratio
68.4
High:
MSFT
83.62MSFTLow:
NEE
47.01NEEDetails
Price/Book
13
High:TSLA
19.36TSLALow:MSTR
1.51MSTRDetails
Price/Sales
12.96
High:MSTR
108.88MSTRLow:
LMT
1.64LMTDetails
Price/CF
40.2
High:MSTR
7,511.07MSTRLow:NEE
15.76NEEDetails
Price/FCF
123.36
High:NEE
2,356.18NEELow:LMT
56.68LMTDetails
P/E Ratio
92.92
High:TSLA
396.12TSLALow:MSTR
-3.98MSTRDetails
PEG Ratio
68.4
High:MSFT
83.62MSFTLow:NEE
47.01NEEDetails
Price/Book
13
High:TSLA
19.36TSLALow:MSTR
1.51MSTRDetails
Price/Sales
12.96
High:MSTR
108.88MSTRLow:LMT
1.64LMTDetails
Price/CF
40.2
High:MSTR
7,511.07MSTRLow:NEE
15.76NEEDetails
Price/FCF
123.36
High:NEE
2,356.18NEELow:LMT
56.68LMTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.55% | Nov 2021 | Jul 2024 | 32 |
-18.45% | Feb 2020 | Apr 2020 | 2 |
-18.19% | Oct 2025 | - | 8 |
-17.46% | Feb 2025 | Jun 2025 | 4 |
-14.37% | Sep 2020 | Nov 2020 | 2 |
-14.24% | May 2021 | Oct 2021 | 5 |
-3.84% | Aug 2024 | Sep 2024 | 1 |
-3.4% | Feb 2021 | Mar 2021 | 1 |
-2.55% | Aug 2019 | Sep 2019 | 1 |
-1.72% | Dec 2024 | Jan 2025 | 1 |
-1.41% | Aug 2025 | Sep 2025 | 1 |