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-6.83%
This Month
-15.94%
Year To Date
+31.28%
2 Years
+35.73%
5 Years
+622.73%
10 Years
+35.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.77%
- 🚗 Consumer Durables26.23%
- 🪙 Cryptocurrencies16.91%
- 🖥️ Technology Services9.3%
- 🧩 Miscellaneous7.7%
- 💻 Electronic Technology4.12%
- ⚡ Utilities3.81%
- 💵 Cash0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.77%
- 🇺🇸 NYSE32.2%
- 🌍 Digital Currency16.91%
- 🇬🇧 LSE1.96%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.46%
Dividends
Dividend Yield
0.26%
5 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NEE (2.49%)
Performance Metrics
Score 7.9/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
2.06
2.06
0
1
2
3
3
Jensen's Alpha
16.34
16.34
-2
0
2
17
17
Omega Ratio
1.89
1.89
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
2.06
2.06
0
1
2
3
3
Jensen's Alpha
16.34
16.34
-2
0
2
17
17
Omega Ratio
1.89
1.89
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
76.79
High:
TSLA
345.49TSLALow:
MSTR
-6.78MSTRDetails
PEG Ratio
80.99
High:
MSFT
80.99MSFTLow:MSFT
80.99MSFTDetails
Price/Book
11.51
High:
LMT
20.59LMTLow:MSTR
0.88MSTRDetails
Price/Sales
11.43
High:MSTR
76.88MSTRLow:LMT
1.87LMTDetails
Price/CF
51.04
High:MSTR
7,511.07MSTRLow:LMT
13.11LMTDetails
Price/FCF
147.64
High:
NEE
2,356.18NEELow:LMT
29.7LMTDetails
P/E Ratio
76.79
High:TSLA
345.49TSLALow:MSTR
-6.78MSTRDetails
PEG Ratio
80.99
High:MSFT
80.99MSFTLow:MSFT
80.99MSFTDetails
Price/Book
11.51
High:LMT
20.59LMTLow:MSTR
0.88MSTRDetails
Price/Sales
11.43
High:MSTR
76.88MSTRLow:LMT
1.87LMTDetails
Price/CF
51.04
High:MSTR
7,511.07MSTRLow:LMT
13.11LMTDetails
Price/FCF
147.64
High:NEE
2,356.18NEELow:LMT
29.7LMTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.55% | Nov 2021 | Jul 2024 | 32 |
-23.78% | Oct 2025 | - | 7 |
-17.66% | 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 |