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-0.04%
This Month
-0.04%
Year To Date
+66.14%
2 Years
+108.99%
5 Years
+108.99%
10 Years
+24.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services33.51%
- 💻 Electronic Technology15.97%
- 🚚 Transportation13.04%
- 💰 Finance10.44%
- 🪙 Cryptocurrencies10.16%
- 🪨 Non Energy Minerals5.8%
- 💼 Commercial Services3.95%
- 🚗 Consumer Durables3.69%
- 🏭 Industrial Services3.31%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.27%
- 🇺🇸 NYSE26.77%
- 🌍 Digital Currency10.16%
- 🇩🇪 FRA3.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.08%
- 🇮🇱 Israel8.25%
- 🇬🇷 Greece4.39%
- 🇩🇪 Germany3.69%
- 🇻🇬 Virgin Islands, British2.31%
Dividends
Dividend Yield
1.57%
8 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (19.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
1.77
1.77
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.45
1.45
0
0.3
0.6
2
2
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
1.77
1.77
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.45
1.45
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
17.71
High:
NFLX
36.45NFLXLow:
CRML
-30.75CRMLDetails
PEG Ratio
43.08
High:
FSLR
155.25FSLRLow:CRML
-43.83CRMLDetails
Price/Book
3.18
High:
FTNT
76.26FTNTLow:
VOW3.DE
0.29VOW3.DEDetails
Price/Sales
2.23
High:
MSTR
106.4MSTRLow:CRML
-CRMLDetails
Price/CF
14.19
High:MSTR
7,511.07MSTRLow:
ZIM
0.61ZIMDetails
Price/FCF
30.98
High:MSTR
1,187.5MSTRLow:ZIM
1.1ZIMDetails
P/E Ratio
17.71
High:NFLX
36.45NFLXLow:CRML
-30.75CRMLDetails
PEG Ratio
43.08
High:FSLR
155.25FSLRLow:CRML
-43.83CRMLDetails
Price/Book
3.18
High:FTNT
76.26FTNTLow:VOW3.DE
0.29VOW3.DEDetails
Price/Sales
2.23
High:MSTR
106.4MSTRLow:CRML
-CRMLDetails
Price/CF
14.19
High:MSTR
7,511.07MSTRLow:ZIM
0.61ZIMDetails
Price/FCF
30.98
High:MSTR
1,187.5MSTRLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.63% | Feb 2025 | Jun 2025 | 4 |
-8.9% | Aug 2023 | Dec 2023 | 4 |
-7.79% | Feb 2023 | Jul 2023 | 5 |
-3.81% | Apr 2024 | May 2024 | 1 |
-1.52% | Dec 2025 | - | 2 |
-1.35% | Dec 2024 | Jan 2025 | 1 |
-0.95% | Jan 2024 | Feb 2024 | 1 |
-0.69% | Dec 2022 | Jan 2023 | 1 |
-0.03% | Oct 2024 | Nov 2024 | 1 |