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-0.29%
This Month
+14.45%
Year To Date
+91.52%
2 Years
+142.63%
5 Years
+818.04%
10 Years
+43.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.5%
- 🚗 Consumer Durables26.7%
- 🪙 Cryptocurrencies21.48%
- 🖥️ Technology Services13.7%
- ⚡ Utilities2.86%
- 💻 Electronic Technology2.76%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.3%
- 🇺🇸 NYSE25.68%
- 🌍 Digital Currency21.48%
- 🇬🇧 LSE1.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.01%
Dividends
Dividend Yield
0.19%
3 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NEE (2.79%)
Performance Metrics
Score 8.2/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2.28
2.28
0
1
2
3
3
Jensen's Alpha
19.67
19.67
-2
0
2
20
20
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2.28
2.28
0
1
2
3
3
Jensen's Alpha
19.67
19.67
-2
0
2
20
20
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
82.28
High:
TSLA
312.96TSLALow:
MSTR
12.31MSTRDetails
PEG Ratio
90.82
High:
MSFT
231.44MSFTLow:MSTR
0.89MSTRDetails
Price/Book
13.58
High:TSLA
19.47TSLALow:MSTR
1.45MSTRDetails
Price/Sales
14.95
High:MSTR
175.76MSTRLow:
LMT
1.55LMTDetails
Price/CF
50.71
High:MSTR
7,511.07MSTRLow:
NEE
13.06NEEDetails
Price/FCF
135.41
High:NEE
2,356.18NEELow:MSFT
72.5MSFTDetails
P/E Ratio
82.28
High:TSLA
312.96TSLALow:MSTR
12.31MSTRDetails
PEG Ratio
90.82
High:MSFT
231.44MSFTLow:MSTR
0.89MSTRDetails
Price/Book
13.58
High:TSLA
19.47TSLALow:MSTR
1.45MSTRDetails
Price/Sales
14.95
High:MSTR
175.76MSTRLow:LMT
1.55LMTDetails
Price/CF
50.71
High:MSTR
7,511.07MSTRLow:NEE
13.06NEEDetails
Price/FCF
135.41
High:NEE
2,356.18NEELow:MSFT
72.5MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.55% | Nov 2021 | Jul 2024 | 32 |
-18.45% | Feb 2020 | Apr 2020 | 2 |
-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 |
-0.75% | Oct 2025 | - | 2 |