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-3.62%
This Month
-11.01%
Year To Date
+40.74%
2 Years
+223.55%
5 Years
+1877.74%
10 Years
+38.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies93.04%
- 💵 Cash10.59%
- 🖥️ Technology Services1.43%
- 💻 Electronic Technology1.05%
- 🛠️ Producer Manufacturing0.8%
- 💰 Finance0.47%
- 🛍️ Retail Trade0.29%
- 🧪 Process Industries0.19%
- ⚡ Utilities0.15%
- 🚗 Consumer Durables0.08%
- 🪨 Non Energy Minerals0.05%
- 🏥 Health Services0.05%
- 📊 ETFs0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency93.04%
- 🇺🇸 Nasdaq2.79%
- 🇺🇸 NYSE1.09%
- 🇨🇭 SIX0.2%
- 🇮🇹 Borsa Italiana0.14%
- 🇪🇸 Bolsa De Madrid0.11%
- 🇫🇷 Euronext Paris0.09%
- 🇬🇧 LSE0.06%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇭🇰 Hong Kong Exchanges0.04%
- 🇩🇪 FRA0.04%
- Regular Trading Hours - RTH0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.07%
- 🇮🇪 Ireland0.25%
- 🇨🇭 Switzerland0.24%
- 🇨🇦 Canada0.19%
- 🇱🇺 Luxembourg0.16%
- 🇮🇹 Italy0.14%
- 🇪🇸 Spain0.11%
- 🇫🇷 France0.09%
- 🇺🇾 Uruguay0.08%
- 🇬🇧 United Kingdom0.06%
- 🇩🇰 Denmark0.05%
- 🇮🇱 Israel0.05%
- 🇨🇳 China0.04%
- 🇩🇪 Germany0.04%
Dividends
Dividend Yield
0.02%
24 out of 61 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IBE.MC (2.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IBE.MC | 0% | 2.97% | $0.45 |
 ABBN.ZU | 0% | 1.54% | $0.87 |
 MSFT | 0% | 0.73% | $3 |
 ETN | 0% | 1.27% | $3.6 |
 ROCKB.CO | 0% | 2.76% | $43 |
 GAW.L | 0% | 2.17% | $5.5 |
 PRY.MI | 0% | 0.95% | $0.7 |
 NEE | 0% | 2.81% | $1.97 |
 TT | 0% | 0.96% | $3.27 |
 UI | 0% | 0.51% | $2.4 |
 NEX.PA | 0% | 2.1% | $2.3 |
 SIE.DE | 0% | 2.25% | $4.7 |
 GRMN | 0% | 1.75% | $3.71 |
 SU.PA | 0% | 1.63% | $3.5 |
 GOOG | 0% | 0.27% | $0.2 |
 VRSK | 0% | 0.83% | $1.46 |
 01211.HK | 0% | 1.53% | $3.41 |
 V | 0% | 0.71% | $2.01 |
 CARR | 0% | 1.73% | $0.76 |
 INTU | 0% | 0.67% | $3.6 |
 0968.HK | 0% | 1.44% | $0.23 |
 WAB | 0% | 0.47% | $0.74 |
 NVDA | 0% | 0.02% | $0.02 |
 SCCO | 0% | -2.15% | $-3.76 |
Performance Metrics
Score 6.9/10
Beta
2.12
2.12
0
0.8
1.2
0
3
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
51.04
51.04
-2
0
2
52
52
Omega Ratio
1.75
1.75
0
1
1.5
2.5
2.5
Treynor Ratio
2.61
2.61
0
0.75
1.25
3
3
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
2.12
2.12
0
0.8
1.2
0
3
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
51.04
51.04
-2
0
2
52
52
Omega Ratio
1.75
1.75
0
1
1.5
2.5
2.5
Treynor Ratio
2.61
2.61
0
0.75
1.25
3
3
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.06
High:
TSLA
317.59TSLALow:
IOT
-528.93IOTDetails
PEG Ratio
169.87
High:
VRSK
1,642.27VRSKLow:IOT
-629.26IOTDetails
Price/Book
11.48
High:VRSK
80.74VRSKLow:
CURV
-0.46CURVDetails
Price/Sales
10.42
High:
CRWD
26.84CRWDLow:CURV
0.09CURVDetails
Price/CF
27.59
High:
TTWO
133.26TTWOLow:
NEX.PA
5.79NEX.PADetails
Price/FCF
59.71
High:
NEE
2,356.18NEELow:CURV
4.63CURVDetails
P/E Ratio
36.06
High:TSLA
317.59TSLALow:IOT
-528.93IOTDetails
PEG Ratio
169.87
High:VRSK
1,642.27VRSKLow:IOT
-629.26IOTDetails
Price/Book
11.48
High:VRSK
80.74VRSKLow:CURV
-0.46CURVDetails
Price/Sales
10.42
High:CRWD
26.84CRWDLow:CURV
0.09CURVDetails
Price/CF
27.59
High:TTWO
133.26TTWOLow:NEX.PA
5.79NEX.PADetails
Price/FCF
59.71
High:NEE
2,356.18NEELow:CURV
4.63CURVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.42% | Jan 2018 | Jan 2021 | 36 |
-72.01% | Dec 2021 | Aug 2025 | 44 |
-33.5% | Nov 2016 | May 2017 | 6 |
-31.1% | Sep 2025 | - | 4 |
-23.15% | May 2021 | Aug 2021 | 3 |
-14.8% | Sep 2017 | Nov 2017 | 2 |
-13.99% | Sep 2021 | Oct 2021 | 1 |
-2.22% | Jul 2017 | Aug 2017 | 1 |