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-1.88%
This Month
+7.41%
Year To Date
+54.78%
2 Years
+83.06%
5 Years
+259.38%
10 Years
+23.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.08%
- 🪙 Cryptocurrencies26.59%
- 🖥️ Technology Services13.33%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.5%
- 🌍 Digital Currency26.59%
- 🇺🇸 Nasdaq14.52%
- 🇬🇧 LSE4.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.33%
Dividends
Dividend Yield
0%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $META (0.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0% | 0.33% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
9.47
9.47
-2
0
2
10
10
Omega Ratio
1.49
1.49
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
9.47
9.47
-2
0
2
10
10
Omega Ratio
1.49
1.49
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.87
High:
META
28.61METALow:
MSTR
7.54MSTRDetails
PEG Ratio
25.89
High:META
464.56METALow:MSTR
0.54MSTRDetails
Price/Book
2.22
High:META
8.41METALow:MSTR
0.89MSTRDetails
Price/Sales
12.62
High:MSTR
107.63MSTRLow:META
8.79METADetails
Price/CF
26.2
High:MSTR
7,511.07MSTRLow:META
17.56METADetails
Price/FCF
69.89
High:MSTR
1,187.5MSTRLow:META
47.72METADetails
P/E Ratio
14.87
High:META
28.61METALow:MSTR
7.54MSTRDetails
PEG Ratio
25.89
High:META
464.56METALow:MSTR
0.54MSTRDetails
Price/Book
2.22
High:META
8.41METALow:MSTR
0.89MSTRDetails
Price/Sales
12.62
High:MSTR
107.63MSTRLow:META
8.79METADetails
Price/CF
26.2
High:MSTR
7,511.07MSTRLow:META
17.56METADetails
Price/FCF
69.89
High:MSTR
1,187.5MSTRLow:META
47.72METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.16% | Nov 2021 | Mar 2024 | 28 |
-16.82% | May 2021 | Oct 2021 | 5 |
-12.55% | Feb 2020 | May 2020 | 3 |
-11.19% | Oct 2025 | - | 3 |
-6.6% | Feb 2025 | May 2025 | 3 |
-6.22% | Apr 2024 | Jul 2024 | 3 |
-4.96% | Sep 2020 | Oct 2020 | 1 |
-4.14% | Dec 2024 | Jan 2025 | 1 |
-0.5% | Aug 2024 | Sep 2024 | 1 |