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+0.68%
This Month
-18.81%
Year To Date
+3.23%
2 Years
+160.42%
5 Years
+228.4%
10 Years
+24.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies77.04%
- 💵 Cash9.12%
- 🖥️ Technology Services5.88%
- 📦 Distribution Services2.39%
- 🧬 Health Technology2%
- 💼 Commercial Services1.19%
- 🛠️ Producer Manufacturing1.1%
- 🚗 Consumer Durables1.07%
- 🚚 Transportation1.03%
- 💰 Finance1.02%
- 💻 Electronic Technology0.9%
- 🏥 Health Services0.82%
- 💇♀️ Consumer Services0.8%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency77.04%
- 🇺🇸 NYSE10.91%
- 🇺🇸 Nasdaq7.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.21%
Dividends
Dividend Yield
0.24%
16 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (5.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UPS | 0.06% | 5.95% | $6.5 |
 ABBV | 0.03% | 2.88% | $6.06 |
 UNH | 0.02% | 3.04% | $7.74 |
 QCOM | 0.02% | 2.58% | $3.25 |
 CAH | 0.01% | 0.92% | $2.01 |
 DHI | 0.01% | 1.13% | $1.15 |
 ORCL | 0.01% | 1.31% | $1.6 |
 URI | 0.01% | 0.87% | $6.22 |
 ROP | 0.01% | 0.97% | $2.93 |
 INTU | 0.01% | 1.06% | $3.6 |
 CRM | 0.01% | 0.87% | $0.4 |
 BKNG | 0.01% | 0.93% | $17.5 |
 COR | 0.01% | 0.63% | $2.02 |
 AMAT | 0.01% | 0.51% | $1.44 |
 PYPL | 0.01% | 0.6% | - |
 TMO | 0% | 0.35% | $1.48 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
1.28
1.28
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
11.47
11.47
-2
0
2
12
12
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
1.28
1.28
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
11.47
11.47
-2
0
2
12
12
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.78
High:ABBV
100.02ABBVLow:PYPL
8.64PYPLDetails
PEG Ratio
309.39
High:
ADSK
2,357.05ADSKLow:PYPL
24.44PYPLDetails
Price/Book
7.35
High:COR
37.53CORLow:ABBV
-127.69ABBVDetails
Price/Sales
1.74
High:AMAT
10.13AMATLow:CAH
0.22CAHDetails
Price/CF
17.59
High:AMAT
29.54AMATLow:
FISV
5.91FISVDetails
Price/FCF
32.45
High:ORCL
348.36ORCLLow:FISV
8.31FISVDetails
P/E Ratio
29.78
High:ABBV
100.02ABBVLow:PYPL
8.64PYPLDetails
PEG Ratio
309.39
High:ADSK
2,357.05ADSKLow:PYPL
24.44PYPLDetails
Price/Book
7.35
High:COR
37.53CORLow:ABBV
-127.69ABBVDetails
Price/Sales
1.74
High:AMAT
10.13AMATLow:CAH
0.22CAHDetails
Price/CF
17.59
High:AMAT
29.54AMATLow:FISV
5.91FISVDetails
Price/FCF
32.45
High:ORCL
348.36ORCLLow:FISV
8.31FISVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.42% | May 2021 | Oct 2023 | 29 |
-35.49% | Aug 2025 | - | 8 |
-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 |