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+3.79%
This Month
-8.9%
Year To Date
+28.43%
2 Years
+165.52%
5 Years
+135.01%
10 Years
+13.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies79.42%
- 🖥️ Technology Services20.58%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency79.42%
- 🇺🇸 Nasdaq20.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.58%
Dividends
Dividend Yield
0.07%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $META (0.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0.07% | 0.34% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
6.55
6.55
-2
0
2
7
7
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
6.55
6.55
-2
0
2
7
7
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.42
High:META
22.42METALow:META
22.42METADetails
PEG Ratio
369.57
High:META
369.57METALow:META
369.57METADetails
Price/Book
6.42
High:META
6.42METALow:META
6.42METADetails
Price/Sales
7.36
High:META
7.36METALow:META
7.36METADetails
Price/CF
11.83
High:META
11.83METALow:META
11.83METADetails
Price/FCF
34.18
High:META
34.18METALow:META
34.18METADetails
P/E Ratio
22.42
High:META
22.42METALow:META
22.42METADetails
PEG Ratio
369.57
High:META
369.57METALow:META
369.57METADetails
Price/Book
6.42
High:META
6.42METALow:META
6.42METADetails
Price/Sales
7.36
High:META
7.36METALow:META
7.36METADetails
Price/CF
11.83
High:META
11.83METALow:META
11.83METADetails
Price/FCF
34.18
High:META
34.18METALow:META
34.18METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.36% | Aug 2025 | - | 10 |
-18.64% | Feb 2025 | May 2025 | 3 |
-10.5% | Aug 2023 | Nov 2023 | 3 |
-10.15% | Nov 2019 | Mar 2023 | 40 |
-9.16% | Apr 2024 | Jul 2024 | 3 |
-0.75% | Dec 2024 | Jan 2025 | 1 |