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-0.2%
This Month
-18.31%
Year To Date
-21.86%
2 Years
+8.52%
5 Years
+488.62%
10 Years
+23.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies56.46%
- 💼 Commercial Services9.55%
- 🖥️ Technology Services9.11%
- 🚗 Consumer Durables7.68%
- 💻 Electronic Technology7.03%
- 🛠️ Producer Manufacturing4.65%
- 💵 Cash4.39%
- 🪨 Non Energy Minerals1.41%
- 📊 ETFs0.68%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency56.46%
- 🇺🇸 Nasdaq36.28%
- 🇺🇸 NYSE3.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.88%
- 🇨🇦 Canada9.55%
Dividends
Dividend Yield
0.05%
4 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.62
1.62
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
17.56
17.56
-2
0
2
18
18
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.62
1.62
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
17.56
17.56
-2
0
2
18
18
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
135.28
High:
TSLA
377.27TSLALow:
SYM
-526.19SYMDetails
PEG Ratio
-931.85
High:
ROK
496.33ROKLow:SYM
-3,673.92SYMDetails
Price/Book
14.07
High:
NVDA
28.28NVDALow:
MSTR
1.04MSTRDetails
Price/Sales
13.98
High:MSTR
90.21MSTRLow:
SMCI
0.81SMCIDetails
Price/CF
74.72
High:MSTR
7,511.07MSTRLow:SYM
8.69SYMDetails
Price/FCF
121.32
High:MSTR
1,187.5MSTRLow:SYM
9.51SYMDetails
P/E Ratio
135.28
High:TSLA
377.27TSLALow:SYM
-526.19SYMDetails
PEG Ratio
-931.85
High:ROK
496.33ROKLow:SYM
-3,673.92SYMDetails
Price/Book
14.07
High:NVDA
28.28NVDALow:MSTR
1.04MSTRDetails
Price/Sales
13.98
High:MSTR
90.21MSTRLow:SMCI
0.81SMCIDetails
Price/CF
74.72
High:MSTR
7,511.07MSTRLow:SYM
8.69SYMDetails
Price/FCF
121.32
High:MSTR
1,187.5MSTRLow:SYM
9.51SYMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63% | May 2021 | Nov 2024 | 42 |
-55.17% | Jun 2019 | Nov 2020 | 17 |
-38.88% | Oct 2025 | - | 6 |
-32.69% | Feb 2018 | May 2019 | 15 |
-29.37% | Dec 2024 | Jul 2025 | 7 |
-3.36% | Sep 2017 | Nov 2017 | 2 |
-2.72% | Aug 2025 | Sep 2025 | 1 |
-0.35% | Dec 2020 | Jan 2021 | 1 |