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+3.49%
This Month
-11.14%
Year To Date
+15.59%
2 Years
+64.93%
5 Years
-28.09%
10 Years
-4.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.54%
- 🖥️ Technology Services22.55%
- 🪙 Cryptocurrencies18.62%
- 🚗 Consumer Durables8.29%
- 🛠️ Producer Manufacturing4.2%
- 🛍️ Retail Trade3.72%
- 🏥 Health Services2.81%
- 🪨 Non Energy Minerals2.5%
- 🍞 Consumer Non Durables1.99%
- 💇♀️ Consumer Services1.87%
- 🚚 Transportation1.35%
- 💵 Cash0.93%
- 💼 Commercial Services0.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.06%
- 🇺🇸 NYSE21.44%
- 🌍 Digital Currency18.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.58%
- 🇳🇱 Netherlands5.03%
- 🇨🇦 Canada0.68%
- 🇸🇬 Singapore0.21%
Dividends
Dividend Yield
0.25%
11 out of 45 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.69%)
Next Dividends
Performance Metrics
Score 2.5/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-12.14
-12.14
-13
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.03
0.03
0
0.5
1
1.5
1.5
Sortino Ratio
0.04
0.04
0
1
2
3
3
Jensen's Alpha
-12.14
-12.14
-13
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.72
High:
TSLA
322.17TSLALow:
UEC
-71.88UECDetails
PEG Ratio
116.04
High:
CMG
1,209.49CMGLow:
OKLO
-75.11OKLODetails
Price/Book
10.22
High:
RBLX
103.25RBLXLow:
FCEL
0.47FCELDetails
Price/Sales
8.01
High:
RGTI
645.15RGTILow:OKLO
-OKLODetails
Price/CF
28.79
High:
MSTR
7,511.07MSTRLow:
CRM
13.31CRMDetails
Price/FCF
68.03
High:MSTR
1,187.5MSTRLow:CRM
15.57CRMDetails
P/E Ratio
35.72
High:TSLA
322.17TSLALow:UEC
-71.88UECDetails
PEG Ratio
116.04
High:CMG
1,209.49CMGLow:OKLO
-75.11OKLODetails
Price/Book
10.22
High:RBLX
103.25RBLXLow:FCEL
0.47FCELDetails
Price/Sales
8.01
High:RGTI
645.15RGTILow:OKLO
-OKLODetails
Price/CF
28.79
High:MSTR
7,511.07MSTRLow:CRM
13.31CRMDetails
Price/FCF
68.03
High:MSTR
1,187.5MSTRLow:CRM
15.57CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.34% | Aug 2018 | Mar 2024 | 67 |
-31.38% | Nov 2025 | - | 6 |
-22.51% | Feb 2025 | Jun 2025 | 4 |
-13.56% | Jul 2024 | Nov 2024 | 4 |
-7.48% | Apr 2024 | Jun 2024 | 2 |
-6.32% | Aug 2025 | Sep 2025 | 1 |
-4.44% | Dec 2024 | Jan 2025 | 1 |