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-5.53%
This Month
-4.56%
Year To Date
+3.16%
2 Years
+48.63%
5 Years
+48.45%
10 Years
+7.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services85.09%
- 🪙 Cryptocurrencies11.95%
- 📊 ETFs2.95%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq88.04%
- 🌍 Digital Currency11.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.09%
Dividends
Dividend Yield
0.85%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BKNG (1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BKNG | 0.85% | 1% | $17.5 |
Performance Metrics
Score 4.6/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
0.49
0.49
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
0.49
0.49
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.17
High:BKNG
21.17BKNGLow:BKNG
21.17BKNGDetails
PEG Ratio
121.29
High:BKNG
121.29BKNGLow:BKNG
121.29BKNGDetails
Price/Book
-14.4
High:BKNG
-14.4BKNGLow:BKNG
-14.4BKNGDetails
Price/Sales
4.62
High:BKNG
4.62BKNGLow:BKNG
4.62BKNGDetails
Price/CF
14.32
High:BKNG
14.32BKNGLow:BKNG
14.32BKNGDetails
Price/FCF
17.23
High:BKNG
17.23BKNGLow:BKNG
17.23BKNGDetails
P/E Ratio
21.17
High:BKNG
21.17BKNGLow:BKNG
21.17BKNGDetails
PEG Ratio
121.29
High:BKNG
121.29BKNGLow:BKNG
121.29BKNGDetails
Price/Book
-14.4
High:BKNG
-14.4BKNGLow:BKNG
-14.4BKNGDetails
Price/Sales
4.62
High:BKNG
4.62BKNGLow:BKNG
4.62BKNGDetails
Price/CF
14.32
High:BKNG
14.32BKNGLow:BKNG
14.32BKNGDetails
Price/FCF
17.23
High:BKNG
17.23BKNGLow:BKNG
17.23BKNGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.96% | Feb 2022 | Nov 2023 | 21 |
-7.36% | Mar 2025 | Jun 2025 | 3 |
-6.5% | Feb 2026 | - | 4 |
-5.91% | Apr 2024 | May 2024 | 1 |
-5.3% | Jun 2024 | Nov 2024 | 5 |
-4.05% | Jan 2024 | Mar 2024 | 2 |
-3.35% | Dec 2024 | Feb 2025 | 2 |
-1.95% | Sep 2025 | Dec 2025 | 3 |
-0.46% | Feb 2021 | Mar 2021 | 1 |