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+0.09%
This Month
+0.09%
Year To Date
+29.35%
2 Years
+13%
5 Years
+117.46%
10 Years
+15.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance44.21%
- 🪙 Cryptocurrencies20.87%
- 💼 Commercial Services9.26%
- 🖥️ Technology Services8.87%
- 🧬 Health Technology5.5%
- 💻 Electronic Technology4.74%
- 🚗 Consumer Durables2.5%
- ⚡ Utilities1.1%
- 💵 Cash0.6%
- 🏥 Health Services0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.31%
- 🌍 Digital Currency20.87%
- 🇺🇸 Nasdaq19.74%
- 🇭🇰 Hong Kong Exchanges3.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.23%
- 🇨🇳 China6.85%
- 🇸🇬 Singapore1.1%
- 🇮🇱 Israel0.43%
Dividends
Dividend Yield
4.02%
4 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IIPR (15.25%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-0.58
-0.58
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-0.58
-0.58
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
54.02
High:
UPST
195.83UPSTLow:
NIU
-65.23NIUDetails
PEG Ratio
1,114.11
High:
O
3,157.55OLow:
NIO
-124.22NIODetails
Price/Book
1.54
High:
OCGN
147.66OCGNLow:
CRIS
-0.84CRISDetails
Price/Sales
4.23
High:
SPCE
107.02SPCELow:
MAXN
0.09MAXNDetails
Price/CF
14.58
High:
SKLZ
652.51SKLZLow:
BDN
3.61BDNDetails
Price/FCF
43.07
High:O
71.72OLow:SKLZ
3.32SKLZDetails
P/E Ratio
54.02
High:UPST
195.83UPSTLow:NIU
-65.23NIUDetails
PEG Ratio
1,114.11
High:O
3,157.55OLow:NIO
-124.22NIODetails
Price/Book
1.54
High:OCGN
147.66OCGNLow:CRIS
-0.84CRISDetails
Price/Sales
4.23
High:SPCE
107.02SPCELow:MAXN
0.09MAXNDetails
Price/CF
14.58
High:SKLZ
652.51SKLZLow:BDN
3.61BDNDetails
Price/FCF
43.07
High:O
71.72OLow:SKLZ
3.32SKLZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.32% | May 2021 | Aug 2025 | 51 |
-15.79% | Sep 2025 | - | 5 |
-4.74% | Sep 2020 | Oct 2020 | 1 |
-3.71% | Dec 2020 | Jan 2021 | 1 |
-2.79% | Mar 2021 | Apr 2021 | 1 |