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+0.9%
This Month
+0.9%
Year To Date
+114.64%
2 Years
+223.65%
5 Years
+308.12%
10 Years
+30.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies81.3%
- 💵 Cash8.08%
- 🧬 Health Technology5.59%
- 📦 Distribution Services2.51%
- 💻 Electronic Technology1.81%
- 💼 Commercial Services1.01%
- 🚗 Consumer Durables0.81%
- 🛠️ Producer Manufacturing0.81%
- 🍞 Consumer Non Durables0.79%
- 🏥 Health Services0.75%
- 💇♀️ Consumer Services0.69%
- 🖥️ Technology Services0.61%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency81.3%
- 🇺🇸 NYSE11.86%
- 🇺🇸 Nasdaq3.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.39%
Dividends
Dividend Yield
0.19%
15 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMY (4.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMY | 0.04% | 4.61% | $2.34 |
 ABBV | 0.03% | 3.13% | $6.06 |
 MCHP | 0.02% | 2.5% | $1.75 |
 NKE | 0.02% | 2.54% | $1.45 |
 UNH | 0.02% | 2.6% | $7.74 |
 LVS | 0.01% | 1.73% | $0.8 |
 ROK | 0.01% | 1.28% | $5 |
 CAH | 0.01% | 0.98% | $2.01 |
 DHI | 0.01% | 1.08% | $1.15 |
 RMD | 0.01% | 0.9% | $1.92 |
 A.US | 0.01% | 0.74% | $0.93 |
 COR | 0% | 0.64% | $2.02 |
 MCK | 0% | 0.37% | $2.48 |
 TMO | 0% | 0.28% | $1.48 |
 TER | 0% | 0.22% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
16.41
16.41
-2
0
2
17
17
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
2.05
2.05
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
16.41
16.41
-2
0
2
17
17
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
2.05
2.05
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.84
High:ABBV
161.5ABBVLow:MCHP
-162.02MCHPDetails
PEG Ratio
396.51
High:
ADSK
1,901.67ADSKLow:
XYZ
7.08XYZDetails
Price/Book
6.85
High:COR
45.1CORLow:ABBV
-143.18ABBVDetails
Price/Sales
1.06
High:TER
12.47TERLow:COR
0.21CORDetails
Price/CF
15.66
High:MCHP
41.61MCHPLow:BMY
5.53BMYDetails
Price/FCF
26.7
High:NKE
947.69NKELow:BMY
8.93BMYDetails
P/E Ratio
31.84
High:ABBV
161.5ABBVLow:MCHP
-162.02MCHPDetails
PEG Ratio
396.51
High:ADSK
1,901.67ADSKLow:XYZ
7.08XYZDetails
Price/Book
6.85
High:COR
45.1CORLow:ABBV
-143.18ABBVDetails
Price/Sales
1.06
High:TER
12.47TERLow:COR
0.21CORDetails
Price/CF
15.66
High:MCHP
41.61MCHPLow:BMY
5.53BMYDetails
Price/FCF
26.7
High:NKE
947.69NKELow:BMY
8.93BMYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.42% | May 2021 | Oct 2023 | 29 |
-20% | Aug 2025 | - | 6 |
-19.37% | Feb 2025 | May 2025 | 3 |
-17.27% | Apr 2024 | Nov 2024 | 7 |
-5.1% | Mar 2021 | Apr 2021 | 1 |
-3.2% | Dec 2024 | Jan 2025 | 1 |
-2.11% | Oct 2020 | Nov 2020 | 1 |