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+2.34%
This Month
-3.29%
Year To Date
+19.08%
2 Years
+52.17%
5 Years
+362.47%
10 Years
+27.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs53.25%
- 🪙 Cryptocurrencies26.09%
- 🖥️ Technology Services20.64%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.49%
- 🌍 Digital Currency26.09%
- 🇺🇸 Nasdaq21.85%
- 🇬🇧 LSE4.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.64%
Dividends
Dividend Yield
0.02%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0.02% | 0.28% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
12.82
12.82
-2
0
2
13
13
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
12.82
12.82
-2
0
2
13
13
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.59
High:GOOG
28.17GOOGLow:
MSTR
-8.02MSTRDetails
PEG Ratio
82.39
High:GOOG
82.39GOOGLow:GOOG
82.39GOOGDetails
Price/Book
7.83
High:GOOG
8.86GOOGLow:MSTR
1.04MSTRDetails
Price/Sales
9.38
High:MSTR
90.88MSTRLow:GOOG
9.24GOOGDetails
Price/CF
23.71
High:MSTR
7,511.07MSTRLow:GOOG
23.3GOOGDetails
Price/FCF
61.72
High:MSTR
1,187.5MSTRLow:GOOG
60.7GOOGDetails
P/E Ratio
30.59
High:GOOG
28.17GOOGLow:MSTR
-8.02MSTRDetails
PEG Ratio
82.39
High:GOOG
82.39GOOGLow:GOOG
82.39GOOGDetails
Price/Book
7.83
High:GOOG
8.86GOOGLow:MSTR
1.04MSTRDetails
Price/Sales
9.38
High:MSTR
90.88MSTRLow:GOOG
9.24GOOGDetails
Price/CF
23.71
High:MSTR
7,511.07MSTRLow:GOOG
23.3GOOGDetails
Price/FCF
61.72
High:MSTR
1,187.5MSTRLow:GOOG
60.7GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.16% | Nov 2021 | Feb 2024 | 27 |
-16.82% | May 2021 | Oct 2021 | 5 |
-16.11% | Oct 2025 | - | 6 |
-12.55% | Feb 2020 | May 2020 | 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 |