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+0.81%
This Month
-18.46%
Year To Date
+19.19%
2 Years
+65.17%
5 Years
+189.17%
10 Years
+21.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services93.58%
- 🪙 Cryptocurrencies5.94%
- 💵 Cash0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq93.58%
- 🌍 Digital Currency5.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.58%
Dividends
Dividend Yield
0.8%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.8% | 0.86% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
5.94
5.94
-2
0
2
6
6
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
5.94
5.94
-2
0
2
6
6
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.35
High:MSFT
25.35MSFTLow:MSFT
25.35MSFTDetails
PEG Ratio
88.65
High:MSFT
88.65MSFTLow:MSFT
88.65MSFTDetails
Price/Book
7.7
High:MSFT
7.7MSFTLow:MSFT
7.7MSFTDetails
Price/Sales
9.9
High:MSFT
9.9MSFTLow:MSFT
9.9MSFTDetails
Price/CF
22.48
High:MSFT
22.48MSFTLow:MSFT
22.48MSFTDetails
Price/FCF
69.19
High:MSFT
69.19MSFTLow:MSFT
69.19MSFTDetails
P/E Ratio
25.35
High:MSFT
25.35MSFTLow:MSFT
25.35MSFTDetails
PEG Ratio
88.65
High:MSFT
88.65MSFTLow:MSFT
88.65MSFTDetails
Price/Book
7.7
High:MSFT
7.7MSFTLow:MSFT
7.7MSFTDetails
Price/Sales
9.9
High:MSFT
9.9MSFTLow:MSFT
9.9MSFTDetails
Price/CF
22.48
High:MSFT
22.48MSFTLow:MSFT
22.48MSFTDetails
Price/FCF
69.19
High:MSFT
69.19MSFTLow:MSFT
69.19MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.21% | Aug 2025 | - | 8 |
-28.02% | Jan 2022 | Jun 2024 | 29 |
-23.75% | Mar 2020 | May 2020 | 2 |
-17.34% | Jan 2025 | May 2025 | 4 |
-5.67% | Jun 2020 | Jul 2020 | 1 |
-5.34% | Sep 2020 | Oct 2020 | 1 |
-4.83% | May 2021 | Jun 2021 | 1 |
-3.04% | Sep 2021 | Oct 2021 | 1 |
-2.97% | Feb 2021 | Apr 2021 | 2 |