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-10.65%
This Month
+6.93%
Year To Date
+12.51%
2 Years
+12.54%
5 Years
+12.54%
10 Years
+6.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.18%
- 🧩 Miscellaneous26.62%
- 💻 Electronic Technology11.41%
- 🖥️ Technology Services8.41%
- 🧬 Health Technology7.03%
- 📊 ETFs5.34%
- 🛠️ Producer Manufacturing4.86%
- 👥 Copy Trading3.7%
- 📡 Communications1.61%
- 💵 Cash0.61%
- 🪨 Non Energy Minerals0.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.63%
- 🌍 Digital Currency27.28%
- 🇺🇸 NYSE17.88%
- 🇦🇺 Sydney0.63%
- 🇬🇧 LSE0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.88%
- 🇸🇬 Singapore1.27%
- 🇱🇺 Luxembourg0.73%
- 🇳🇱 Netherlands0.69%
- 🇦🇺 Australia0.63%
- 🇬🇧 United Kingdom0.17%
- 🇮🇱 Israel0.06%
- 🇳🇴 Norway0.03%
Dividends
Dividend Yield
2.91%
5 out of 27 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $OFS (24.15%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 OFS | Ex-Dividend | Jun 18, 2026 | $0.17 |
 REL.L (RegentM) | Pay Day | Jun 18, 2026 | $0.65 |
 TRIN | Pay Day | Jun 30, 2026 | $0.17 |
OFS | Pay Day | Jul 6, 2026 | $0.17 |
Performance Metrics
Score 2.6/10
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-14.73
-14.73
-15
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-14.73
-14.73
-15
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-8.04
High:
GLOB
15.88GLOBLow:
IONQ
-383.53IONQDetails
PEG Ratio
-73.12
High:
REGN
826.01REGNLow:IONQ
-362.7IONQDetails
Price/Book
2.07
High:
RGTI
13.76RGTILow:
LUMN
-7.74LUMNDetails
Price/Sales
10.44
High:
GNLX
16,998.12GNLXLow:
SGMT
-SGMTDetails
Price/CF
14
High:
MSTR
7,511.07MSTRLow:LUMN
1.4LUMNDetails
Price/FCF
66.05
High:MSTR
1,187.5MSTRLow:
QURE
3.04QUREDetails
P/E Ratio
-8.04
High:GLOB
15.88GLOBLow:IONQ
-383.53IONQDetails
PEG Ratio
-73.12
High:REGN
826.01REGNLow:IONQ
-362.7IONQDetails
Price/Book
2.07
High:RGTI
13.76RGTILow:LUMN
-7.74LUMNDetails
Price/Sales
10.44
High:GNLX
16,998.12GNLXLow:SGMT
-SGMTDetails
Price/CF
14
High:MSTR
7,511.07MSTRLow:LUMN
1.4LUMNDetails
Price/FCF
66.05
High:MSTR
1,187.5MSTRLow:QURE
3.04QUREDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.56% | Feb 2025 | Aug 2025 | 6 |
-24.35% | Oct 2025 | - | 9 |
-5.68% | Jul 2024 | Nov 2024 | 4 |
-4.28% | Dec 2024 | Jan 2025 | 1 |