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+9.86%
This Month
-21.85%
Year To Date
-18.35%
2 Years
-14.74%
5 Years
+25.22%
10 Years
+3.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies98.46%
- 🖥️ Technology Services0.32%
- 🛍️ Retail Trade0.28%
- 💰 Finance0.27%
- 💻 Electronic Technology0.15%
- 💵 Cash0.14%
- 🏥 Health Services0.1%
- 🚗 Consumer Durables0.08%
- 🍞 Consumer Non Durables0.03%
- 💇♀️ Consumer Services0.03%
- 🧪 Process Industries0.02%
- 📡 Communications0.02%
- 💼 Commercial Services0.02%
- 🚚 Transportation0.02%
- 🧬 Health Technology0.01%
- 🪨 Non Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency98.46%
- 🇺🇸 NYSE1.06%
- 🇺🇸 Nasdaq0.24%
- 🇩🇪 FRA0.05%
- 🇬🇧 LSE0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.11%
- 🇧🇲 Bermuda0.12%
- 🇪🇸 Spain0.05%
- 🇩🇪 Germany0.05%
- 🇬🇧 United Kingdom0.03%
Dividends
Dividend Yield
0.02%
26 out of 59 instruments pay dividend.
2 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% | 7.77% | $5.3 |
 SIG | 0% | 1.48% | $1.04 |
 EVR.L | 0% | 17.85% | - |
 MO | 0% | 5.88% | $3.92 |
 T.US | 0% | 4.82% | $1.11 |
 SPG | 0% | 3.91% | $7.75 |
 TNL | 0% | 3.07% | $1.9 |
 SAN | 0% | 1.46% | $0.13 |
 C | 0% | 1.82% | $2.12 |
 LYB | 0% | 6.58% | $5.09 |
 SKT | 0% | 2.87% | $1.04 |
 NAVI | 0% | 7.43% | $0.64 |
 M.US | 0% | 3.07% | $0.68 |
 OMC | 0% | 3.91% | $2.8 |
 GAP | 0% | 3.46% | $0.6 |
 TPR | 0% | 1.13% | $1.4 |
 CSCO | 0% | 1.48% | $1.58 |
 WFC | 0% | 2.08% | $1.4 |
 LMT | 0% | 2.65% | $12.45 |
 JPM | 0% | 1.72% | $4.4 |
 RTX | 0% | 1.45% | $2.44 |
 SYF | 0% | 1.65% | $1 |
 BFH | 0% | 0.88% | $0.84 |
 WPP.L | 0% | 5.45% | $0.39 |
 HII | 0% | 1.98% | $5.14 |
 HCA | 0% | 0.81% | $2.52 |
Performance Metrics
Score 3.2/10
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-6.5
-6.5
-7
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-6.5
-6.5
-7
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.14
High:
TSLA
372.52TSLALow:
INTC
-175.38INTCDetails
PEG Ratio
56.88
High:JPM
653.32JPMLow:INTC
-203.76INTCDetails
Price/Book
3.99
High:TPR
41.72TPRLow:MO
-37.35MODetails
Price/Sales
3.65
High:
SPCE
155.93SPCELow:
AAL
0.18AALDetails
Price/CF
11.8
High:
PLTR
138.09PLTRLow:AAL
1.46AALDetails
Price/FCF
19.37
High:TSLA
187.89TSLALow:BFH
1.53BFHDetails
P/E Ratio
34.14
High:TSLA
372.52TSLALow:INTC
-175.38INTCDetails
PEG Ratio
56.88
High:JPM
653.32JPMLow:INTC
-203.76INTCDetails
Price/Book
3.99
High:TPR
41.72TPRLow:MO
-37.35MODetails
Price/Sales
3.65
High:SPCE
155.93SPCELow:AAL
0.18AALDetails
Price/CF
11.8
High:PLTR
138.09PLTRLow:AAL
1.46AALDetails
Price/FCF
19.37
High:TSLA
187.89TSLALow:BFH
1.53BFHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.06% | Nov 2021 | Nov 2024 | 36 |
-50.58% | Dec 2024 | - | 20 |
-34.86% | May 2021 | Oct 2021 | 5 |
-23.63% | Dec 2019 | Nov 2020 | 11 |