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+2.08%
This Month
+7.93%
Year To Date
+66.39%
2 Years
+86.42%
5 Years
+468.39%
10 Years
+32.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables40.3%
- 📊 ETFs17.45%
- 🪙 Cryptocurrencies12.7%
- 🖥️ Technology Services12.47%
- 💻 Electronic Technology8.95%
- 💵 Cash7.13%
- ⚡ Utilities2.85%
- 🛍️ Retail Trade2.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.19%
- 🇺🇸 NYSE16.82%
- 🌍 Digital Currency12.7%
- 🇬🇧 LSE3.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.39%
- 🇹🇼 Taiwan6.68%
Dividends
Dividend Yield
0.19%
3 out of 13 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NEE (2.81%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.2/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
11.88
11.88
-2
0
2
12
12
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
11.88
11.88
-2
0
2
12
12
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
72.69
High:
TSLA
317.59TSLALow:
BA
-15.02BADetails
PEG Ratio
85.13
High:
MSFT
212.57MSFTLow:
MSTR
0.54MSTRDetails
Price/Book
12.9
High:TSLA
19.76TSLALow:BA
-18.91BADetails
Price/Sales
12.53
High:MSTR
107.63MSTRLow:BA
1.93BADetails
Price/CF
43.79
High:MSTR
7,511.07MSTRLow:
NEE
13.06NEEDetails
Price/FCF
141.63
High:NEE
2,356.18NEELow:MSFT
72.5MSFTDetails
P/E Ratio
72.69
High:TSLA
317.59TSLALow:BA
-15.02BADetails
PEG Ratio
85.13
High:MSFT
212.57MSFTLow:MSTR
0.54MSTRDetails
Price/Book
12.9
High:TSLA
19.76TSLALow:BA
-18.91BADetails
Price/Sales
12.53
High:MSTR
107.63MSTRLow:BA
1.93BADetails
Price/CF
43.79
High:MSTR
7,511.07MSTRLow:NEE
13.06NEEDetails
Price/FCF
141.63
High:NEE
2,356.18NEELow:MSFT
72.5MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.45% | Nov 2021 | Nov 2024 | 36 |
-20.38% | Feb 2025 | Sep 2025 | 7 |
-15.7% | Feb 2020 | May 2020 | 3 |
-11.63% | Sep 2020 | Nov 2020 | 2 |
-10.12% | May 2021 | Aug 2021 | 3 |
-8.64% | Nov 2025 | - | 2 |
-3.7% | Aug 2019 | Oct 2019 | 2 |
-3.25% | Feb 2021 | Mar 2021 | 1 |
-1.09% | Sep 2021 | Oct 2021 | 1 |