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-4.78%
This Month
-4.78%
Year To Date
+31.69%
2 Years
+5.36%
5 Years
+52.57%
10 Years
+6.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies98.74%
- 🖥️ Technology Services0.35%
- 🛍️ Retail Trade0.22%
- 💰 Finance0.21%
- 💻 Electronic Technology0.1%
- 🚗 Consumer Durables0.09%
- 💵 Cash0.08%
- 🏥 Health Services0.07%
- 💇♀️ Consumer Services0.04%
- 🧪 Process Industries0.02%
- 🍞 Consumer Non Durables0.02%
- 📡 Communications0.02%
- 💼 Commercial Services0.02%
- 🚚 Transportation0.01%
- 🧬 Health Technology0.01%
- 🪨 Non Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency98.74%
- 🇺🇸 NYSE0.91%
- 🇺🇸 Nasdaq0.19%
- 🇩🇪 FRA0.05%
- 🇬🇧 LSE0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.96%
- 🇧🇲 Bermuda0.1%
- 🇩🇪 Germany0.05%
- 🇬🇧 United Kingdom0.04%
- 🇪🇸 Spain0.04%
Dividends
Dividend Yield
0.02%
29 out of 62 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0% | 7.42% | $5.3 |
 SIG | 0% | 1.4% | $1.04 |
 MO | 0% | 6.6% | $3.92 |
 EVR.L | 0% | 17.85% | - |
 T | 0% | 4.66% | $1.11 |
 CMA | 0% | 3.06% | $2.84 |
 SPG | 0% | 4.69% | $7.75 |
 LYB | 0% | 10.89% | $5.09 |
 WHR | 0% | 6.55% | $7 |
 TNL | 0% | 3.22% | $1.9 |
 SAN | 0% | 1.46% | $0.13 |
 WPP.L | 0% | 10.75% | $0.39 |
 C | 0% | 2.06% | $2.12 |
 SKT | 0% | 3.62% | $1.04 |
 NAVI | 0% | 6.52% | $0.64 |
 M | 0% | 3.64% | $0.68 |
 CSCO | 0% | 2.1% | $1.58 |
 GAP | 0% | 2.45% | $0.6 |
 OMC | 0% | 3.82% | $2.8 |
 LMT | 0% | 2.24% | $12.45 |
 TPR | 0% | 1.2% | $1.4 |
 WFC | 0% | 1.99% | $1.4 |
 JPM | 0% | 1.93% | $4.4 |
 RTX | 0% | 1.34% | $2.44 |
 SYF | 0% | 1.65% | $1 |
 BFH | 0% | 1.26% | $0.84 |
 HII | 0% | 1.28% | $5.14 |
 CCL.L | 0% | 0.52% | - |
 HCA | 0% | 0.6% | $2.52 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-3.92
-3.92
-4
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-3.92
-3.92
-4
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.25
High:
PLTR
367.98PLTRLow:
INTC
-595.6INTCDetails
PEG Ratio
71
High:JPM
1,123.65JPMLow:INTC
-606.5INTCDetails
Price/Book
3.99
High:TPR
64.88TPRLow:MO
-40.06MODetails
Price/Sales
3.44
High:
SPCE
108.09SPCELow:
AAL
0.16AALDetails
Price/CF
15.68
High:PLTR
258.05PLTRLow:BFH
1.32BFHDetails
Price/FCF
30.38
High:PLTR
261.46PLTRLow:BFH
1.37BFHDetails
P/E Ratio
34.25
High:PLTR
367.98PLTRLow:INTC
-595.6INTCDetails
PEG Ratio
71
High:JPM
1,123.65JPMLow:INTC
-606.5INTCDetails
Price/Book
3.99
High:TPR
64.88TPRLow:MO
-40.06MODetails
Price/Sales
3.44
High:SPCE
108.09SPCELow:AAL
0.16AALDetails
Price/CF
15.68
High:PLTR
258.05PLTRLow:BFH
1.32BFHDetails
Price/FCF
30.38
High:PLTR
261.46PLTRLow:BFH
1.37BFHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.06% | Nov 2021 | Nov 2024 | 36 |
-37.54% | Dec 2024 | - | 14 |
-34.86% | May 2021 | Oct 2021 | 5 |
-23.63% | Dec 2019 | Nov 2020 | 11 |