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+2.81%
This Month
+5.54%
Year To Date
+30.07%
2 Years
+85.9%
5 Years
+279.13%
10 Years
+22.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs49.71%
- 🪙 Cryptocurrencies26.21%
- 🖥️ Technology Services13.15%
- 💵 Cash9.65%
- 🧩 Miscellaneous1.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.71%
- 🌍 Digital Currency26.21%
- 🇺🇸 Nasdaq14.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.15%
Dividends
Dividend Yield
0.01%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QQQ (0.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QQQ | 0.01% | 0.42% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
7.85
7.85
-2
0
2
8
8
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
7.85
7.85
-2
0
2
8
8
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-9.63
High:
MSTR
-9.63MSTRLow:MSTR
-9.63MSTRDetails
PEG Ratio
N/A
Details
Price/Book
1.25
High:MSTR
1.25MSTRLow:MSTR
1.25MSTRDetails
Price/Sales
109.14
High:MSTR
109.14MSTRLow:MSTR
109.14MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
P/E Ratio
-9.63
High:MSTR
-9.63MSTRLow:MSTR
-9.63MSTRDetails
PEG Ratio
N/A
Details
Price/Book
1.25
High:MSTR
1.25MSTRLow:MSTR
1.25MSTRDetails
Price/Sales
109.14
High:MSTR
109.14MSTRLow:MSTR
109.14MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.16% | Nov 2021 | Mar 2024 | 28 |
-19.61% | Oct 2025 | - | 8 |
-16.82% | May 2021 | Oct 2021 | 5 |
-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 |