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+0.46%
This Month
-5.98%
Year To Date
-2.91%
2 Years
-5.32%
5 Years
-5.32%
10 Years
-1.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.24%
- 📊 ETFs14.98%
- 💰 Finance7.78%
- ❓ Other7.52%
- 🧩 Miscellaneous6.76%
- 💵 Cash6.34%
- 💼 Commercial Services2.59%
- 🖥️ Technology Services1.82%
- 🚗 Consumer Durables1.71%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.24%
- 🇺🇸 NYSE29.26%
- Regular Trading Hours - RTH7.52%
- 🇺🇸 Chicago Board Options Exchange3.27%
- 🇺🇸 Nasdaq3.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.53%
- 🇨🇦 Canada1.4%
- 🇬🇧 United Kingdom1.19%
Dividends
Dividend Yield
0.23%
1 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DBA (3.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DBA | 0.23% | 3.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-8.04
-8.04
-9
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.77
-0.77
-1
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-8.04
-8.04
-9
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
-0.77
-0.77
-1
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
477.49
High:
TSLA
364.78TSLALow:
KLAR
-19.17KLARDetails
PEG Ratio
N/A
Details
Price/Book
16.85
High:TSLA
17.92TSLALow:KLAR
2.27KLARDetails
Price/Sales
14.33
High:
SHOP
14.8SHOPLow:KLAR
1.62KLARDetails
Price/CF
104.39
High:TSLA
107.92TSLALow:KLAR
8.84KLARDetails
Price/FCF
211.96
High:TSLA
255.88TSLALow:KLAR
8.85KLARDetails
P/E Ratio
477.49
High:TSLA
364.78TSLALow:KLAR
-19.17KLARDetails
PEG Ratio
N/A
Details
Price/Book
16.85
High:TSLA
17.92TSLALow:KLAR
2.27KLARDetails
Price/Sales
14.33
High:SHOP
14.8SHOPLow:KLAR
1.62KLARDetails
Price/CF
104.39
High:TSLA
107.92TSLALow:KLAR
8.84KLARDetails
Price/FCF
211.96
High:TSLA
255.88TSLALow:KLAR
8.85KLARDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.87% | Oct 2025 | - | 7 |
-23.17% | Dec 2024 | Jul 2025 | 7 |
-11.9% | Aug 2022 | Mar 2024 | 19 |
-3.39% | Apr 2024 | Jul 2024 | 3 |
-2.41% | Oct 2024 | Nov 2024 | 1 |
-0.61% | Aug 2024 | Sep 2024 | 1 |