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-0.42%
This Month
+39.54%
Year To Date
+111.52%
2 Years
+133.58%
5 Years
+133.58%
10 Years
+22.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs75.39%
- 💵 Cash12.51%
- 💰 Finance6.09%
- 🖥️ Technology Services3.76%
- 🚗 Consumer Durables2.47%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE74.32%
- 🇺🇸 Nasdaq12.32%
- 🇺🇸 NYSE1.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.32%
Dividends
Dividend Yield
0%
0 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
16.77
16.77
-2
0
2
17
17
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
3.89
3.89
0
0.75
1.25
4
4
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
1.27
1.27
0
0.3
0.6
2
2
Beta
0.41
0.41
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
16.77
16.77
-2
0
2
17
17
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
3.89
3.89
0
0.75
1.25
4
4
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
1.27
1.27
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
86.78
High:
TSLA
297.45TSLALow:
MSTR
8.79MSTRDetails
PEG Ratio
13.33
High:
COIN
24.89COINLow:MSTR
0.64MSTRDetails
Price/Book
9.53
High:TSLA
18.5TSLALow:MSTR
1.04MSTRDetails
Price/Sales
17.12
High:MSTR
125.5MSTRLow:COIN
9.27COINDetails
Price/CF
93.73
High:MSTR
7,511.07MSTRLow:COIN
32.62COINDetails
Price/FCF
167.1
High:MSTR
1,187.5MSTRLow:COIN
32.62COINDetails
P/E Ratio
86.78
High:TSLA
297.45TSLALow:MSTR
8.79MSTRDetails
PEG Ratio
13.33
High:COIN
24.89COINLow:MSTR
0.64MSTRDetails
Price/Book
9.53
High:TSLA
18.5TSLALow:MSTR
1.04MSTRDetails
Price/Sales
17.12
High:MSTR
125.5MSTRLow:COIN
9.27COINDetails
Price/CF
93.73
High:MSTR
7,511.07MSTRLow:COIN
32.62COINDetails
Price/FCF
167.1
High:MSTR
1,187.5MSTRLow:COIN
32.62COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.12% | Dec 2024 | May 2025 | 5 |
-5.7% | Aug 2024 | Sep 2024 | 1 |
-2.76% | Feb 2023 | Mar 2023 | 1 |
-2.3% | Jun 2024 | Jul 2024 | 1 |
-2.2% | Aug 2023 | Jan 2024 | 5 |
-1.98% | Apr 2023 | Jun 2023 | 2 |
-0.75% | Sep 2025 | Nov 2025 | 2 |
-0.55% | Apr 2024 | May 2024 | 1 |
-0.42% | Dec 2025 | - | 1 |