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+7.5%
This Month
+8.04%
Year To Date
+52.1%
2 Years
+269.53%
5 Years
+269.53%
10 Years
+45.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology76.18%
- 🪙 Cryptocurrencies18.1%
- 🖥️ Technology Services5.7%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq76.18%
- 🌍 Digital Currency18.1%
- 🇺🇸 NYSE5.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.88%
Dividends
Dividend Yield
0.01%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.21
2.21
0
1
2
3
3
Jensen's Alpha
15.45
15.45
-2
0
2
16
16
Omega Ratio
2.01
2.01
0
1
1.5
3
3
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
1.59
1.59
0
0.3
0.6
2
2
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.21
2.21
0
1
2
3
3
Jensen's Alpha
15.45
15.45
-2
0
2
16
16
Omega Ratio
2.01
2.01
0
1
1.5
3
3
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
1.59
1.59
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
43.18
High:NVDA
43.15NVDALow:
CRCL
-208.6CRCLDetails
PEG Ratio
65.26
High:NVDA
65.26NVDALow:NVDA
65.26NVDADetails
Price/Book
32.64
High:NVDA
32.68NVDALow:
FIG
6.98FIGDetails
Price/Sales
23.92
High:NVDA
23.93NVDALow:CRCL
9.99CRCLDetails
Price/CF
44.64
High:FIG
76.48FIGLow:CRCL
35.44CRCLDetails
Price/FCF
55.43
High:FIG
79FIGLow:CRCL
36.27CRCLDetails
P/E Ratio
43.18
High:NVDA
43.15NVDALow:CRCL
-208.6CRCLDetails
PEG Ratio
65.26
High:NVDA
65.26NVDALow:NVDA
65.26NVDADetails
Price/Book
32.64
High:NVDA
32.68NVDALow:FIG
6.98FIGDetails
Price/Sales
23.92
High:NVDA
23.93NVDALow:CRCL
9.99CRCLDetails
Price/CF
44.64
High:FIG
76.48FIGLow:CRCL
35.44CRCLDetails
Price/FCF
55.43
High:FIG
79FIGLow:CRCL
36.27CRCLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.11% | Dec 2024 | Jun 2025 | 6 |
-22.27% | Nov 2025 | - | 7 |
-11.53% | Aug 2023 | Dec 2023 | 4 |
-9.83% | Apr 2024 | May 2024 | 1 |
-7.74% | Jul 2024 | Oct 2024 | 3 |
-2.14% | Aug 2025 | Sep 2025 | 1 |
-1.32% | Apr 2023 | May 2023 | 1 |