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-2.74%
This Month
-19.21%
Year To Date
+29.76%
2 Years
+14.82%
5 Years
+1825.62%
10 Years
+71.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.23%
- 🖥️ Technology Services29.31%
- 💻 Electronic Technology10.83%
- 🛍️ Retail Trade7.16%
- 💰 Finance5.63%
- ⛏️ Energy Minerals0.97%
- 🧬 Health Technology0.76%
- 💵 Cash0.11%
- 🧪 Process Industries0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.23%
- 🇺🇸 Nasdaq40.97%
- 🇺🇸 NYSE11.36%
- 🇫🇷 Euronext Paris1.85%
- 🇬🇧 LSE0.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.89%
- 🇨🇳 China7.16%
- 🇪🇸 Spain3.78%
- 🇫🇷 France1.85%
- 🇬🇧 United Kingdom0.56%
- 🇨🇦 Canada0.49%
Dividends
Dividend Yield
0.34%
6 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ACA.PA (6.35%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
3.83
3.83
0
1
2
4
4
Jensen's Alpha
97.4
97.4
-2
0
2
98
98
Omega Ratio
2.64
2.64
0
1
1.5
3
3
Treynor Ratio
4.6
4.6
0
0.75
1.25
5
5
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
3.83
3.83
0
1
2
4
4
Jensen's Alpha
97.4
97.4
-2
0
2
98
98
Omega Ratio
2.64
2.64
0
1
1.5
3
3
Treynor Ratio
4.6
4.6
0
0.75
1.25
5
5
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.18
High:
NVDA
37.34NVDALow:
OCGN
-9.04OCGNDetails
PEG Ratio
116.36
High:
SU
3,152.07SULow:
INO
-1.58INODetails
Price/Book
10.34
High:OCGN
173.3OCGNLow:INO
-12INODetails
Price/Sales
10.3
High:INO
494.97INOLow:
TLW.L
0.18TLW.LDetails
Price/CF
20.73
High:
TLRY
53.55TLRYLow:TLW.L
0.72TLW.LDetails
Price/FCF
45.04
High:
BABA
1,196.17BABALow:
ACA.PA
0.96ACA.PADetails
P/E Ratio
31.18
High:NVDA
37.34NVDALow:OCGN
-9.04OCGNDetails
PEG Ratio
116.36
High:SU
3,152.07SULow:INO
-1.58INODetails
Price/Book
10.34
High:OCGN
173.3OCGNLow:INO
-12INODetails
Price/Sales
10.3
High:INO
494.97INOLow:TLW.L
0.18TLW.LDetails
Price/CF
20.73
High:TLRY
53.55TLRYLow:TLW.L
0.72TLW.LDetails
Price/FCF
45.04
High:BABA
1,196.17BABALow:ACA.PA
0.96ACA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.63% | May 2021 | Jan 2025 | 44 |
-30.99% | Oct 2025 | - | 6 |
-21.04% | Feb 2025 | Jul 2025 | 5 |
-8.03% | Sep 2020 | Nov 2020 | 2 |
-5.77% | Jul 2020 | Aug 2020 | 1 |
-3.41% | Dec 2020 | Jan 2021 | 1 |
-2.73% | Aug 2025 | Sep 2025 | 1 |