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+2.97%
This Month
+2.97%
Year To Date
+60.86%
2 Years
+52.77%
5 Years
+80.18%
10 Years
+11.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.27%
- 📊 ETFs16.4%
- 💻 Electronic Technology15.13%
- 💵 Cash7.74%
- 🖥️ Technology Services7.71%
- 🧬 Health Technology5.44%
- 💰 Finance5.14%
- 🛍️ Retail Trade5.11%
- 🏥 Health Services4.23%
- 🧪 Process Industries2.97%
- 🚗 Consumer Durables1.93%
- 💼 Commercial Services1.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.4%
- 🌍 Digital Currency28.27%
- 🇺🇸 Nasdaq20.4%
- 🇳🇱 Euronext Amsterdam5.63%
- 🇺🇸 Chicago Board Options Exchange1.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.78%
- 🇨🇳 China11.79%
- 🇳🇱 Netherlands7.66%
- 🇩🇰 Denmark5.44%
- 🇧🇲 Bermuda1.11%
Dividends
Dividend Yield
0.43%
8 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AMT (3.85%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-7
-7
-8
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-7
-7
-8
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.76
High:
ASML
53.24ASMLLow:
DQ
-5.17DQDetails
PEG Ratio
330.66
High:
NXT.US
1,557.41NXT.USLow:
AMT
17.27AMTDetails
Price/Book
5.75
High:ASML
24.71ASMLLow:DQ
0.41DQDetails
Price/Sales
2.95
High:ASML
15.52ASMLLow:
UNH
0.6UNHDetails
Price/CF
20.67
High:
COIN
32.62COINLow:DQ
1.75DQDetails
Price/FCF
46
High:
BABA
1,196.17BABALow:
ADBE
13.55ADBEDetails
P/E Ratio
28.76
High:ASML
53.24ASMLLow:DQ
-5.17DQDetails
PEG Ratio
330.66
High:NXT.US
1,557.41NXT.USLow:AMT
17.27AMTDetails
Price/Book
5.75
High:ASML
24.71ASMLLow:DQ
0.41DQDetails
Price/Sales
2.95
High:ASML
15.52ASMLLow:UNH
0.6UNHDetails
Price/CF
20.67
High:COIN
32.62COINLow:DQ
1.75DQDetails
Price/FCF
46
High:BABA
1,196.17BABALow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.26% | Nov 2021 | Nov 2024 | 36 |
-14.47% | Feb 2025 | Jul 2025 | 5 |
-12.82% | Oct 2025 | - | 4 |
-9.48% | Sep 2021 | Oct 2021 | 1 |
-6.91% | Sep 2020 | Nov 2020 | 2 |
-2.36% | Jul 2021 | Aug 2021 | 1 |
-2.17% | Jan 2021 | Feb 2021 | 1 |
-1.54% | Dec 2024 | Jan 2025 | 1 |
-1.15% | May 2021 | Jun 2021 | 1 |