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-4.06%
This Month
+29.01%
Year To Date
+150.61%
2 Years
+93.1%
5 Years
+185.74%
10 Years
+12.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.93%
- 🪙 Cryptocurrencies19.74%
- 📊 ETFs17.39%
- 💰 Finance11.49%
- 💻 Electronic Technology10.12%
- 💼 Commercial Services5.69%
- 🛍️ Retail Trade3.39%
- 🏥 Health Services1.69%
- 🚚 Transportation0.55%
- 🍞 Consumer Non Durables0.5%
- 🧩 Miscellaneous0.48%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.09%
- 🌍 Digital Currency19.74%
- 🇺🇸 NYSE17.63%
- 🇩🇪 Xetra ETFs1.56%
- 🇭🇰 Hong Kong Exchanges0.57%
- 🇫🇷 Euronext Paris0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.15%
- 🇨🇳 China2.49%
- 🇮🇱 Israel2.29%
- 🇹🇼 Taiwan1.29%
- 🇸🇬 Singapore0.55%
- 🇬🇧 United Kingdom0.48%
- 🇫🇷 France0.39%
- 🇭🇰 Hong Kong0.22%
Dividends
Dividend Yield
0.1%
9 out of 53 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $KVUE.RTH. (5.43%)
Performance Metrics
Score 5.6/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
2.93
2.93
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
2.93
2.93
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.47
High:
GRAB
205.09GRABLow:
GTLB
-1,348.51GTLBDetails
PEG Ratio
-18.61
High:
00241.HK
155.8700241.HKLow:GTLB
-1,362.63GTLBDetails
Price/Book
5.56
High:
NVDA
44.55NVDALow:
GEMI
-2.15GEMIDetails
Price/Sales
6.57
High:
MSTR
192.34MSTRLow:
CNC
0.1CNCDetails
Price/CF
26.62
High:MSTR
7,511.07MSTRLow:
0656.HK
1.290656.HKDetails
Price/FCF
60.51
High:
BULL
1,936.14BULLLow:0656.HK
1.770656.HKDetails
P/E Ratio
36.47
High:GRAB
205.09GRABLow:GTLB
-1,348.51GTLBDetails
PEG Ratio
-18.61
High:00241.HK
155.8700241.HKLow:GTLB
-1,362.63GTLBDetails
Price/Book
5.56
High:NVDA
44.55NVDALow:GEMI
-2.15GEMIDetails
Price/Sales
6.57
High:MSTR
192.34MSTRLow:CNC
0.1CNCDetails
Price/CF
26.62
High:MSTR
7,511.07MSTRLow:0656.HK
1.290656.HKDetails
Price/FCF
60.51
High:BULL
1,936.14BULLLow:0656.HK
1.770656.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.22% | May 2021 | Nov 2024 | 42 |
-21.79% | Dec 2024 | Jun 2025 | 6 |
-10.85% | Feb 2018 | Apr 2019 | 14 |
-9.09% | Jan 2020 | May 2020 | 4 |
-7.06% | May 2019 | Jun 2019 | 1 |
-4.06% | Oct 2025 | - | 1 |
-2.5% | Aug 2020 | Dec 2020 | 4 |
-2.12% | Aug 2025 | Sep 2025 | 1 |
-1.38% | Aug 2016 | Dec 2016 | 4 |
-0.79% | Aug 2019 | Sep 2019 | 1 |
-0.06% | Aug 2017 | Sep 2017 | 1 |