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-0.17%
This Month
-2.72%
Year To Date
+21.26%
2 Years
+23.56%
5 Years
+37.61%
10 Years
+3.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.82%
- 💻 Electronic Technology26.07%
- 🪙 Cryptocurrencies15.04%
- 🖥️ Technology Services13.73%
- 🧬 Health Technology4.82%
- 💰 Finance3.32%
- 🛍️ Retail Trade1.18%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.88%
- 🇺🇸 NYSE35.44%
- 🌍 Digital Currency15.04%
- 🇭🇰 Hong Kong Exchanges6.31%
- 🇦🇺 Sydney3.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.31%
- 🇳🇱 Netherlands16.18%
- 🇨🇳 China6.31%
- 🇦🇺 Australia3.32%
Dividends
Dividend Yield
0.34%
4 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CBA.ASX (2.85%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-7.7
-7.7
-8
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-7.7
-7.7
-8
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.79
High:
AMD
75.1AMDLow:
CRWD
-304.62CRWDDetails
PEG Ratio
117.13
High:
CBA.ASX
471CBA.ASXLow:
GME
6.9GMEDetails
Price/Book
8.61
High:CRWD
24.15CRWDLow:GME
2.04GMEDetails
Price/Sales
9.18
High:CRWD
21.19CRWDLow:
1810.HK
1.751810.HKDetails
Price/CF
24.02
High:CRWD
93.46CRWDLow:CBA.ASX
11.56CBA.ASXDetails
Price/FCF
60.13
High:CBA.ASX
325.92CBA.ASXLow:GME
23.19GMEDetails
P/E Ratio
29.79
High:AMD
75.1AMDLow:CRWD
-304.62CRWDDetails
PEG Ratio
117.13
High:CBA.ASX
471CBA.ASXLow:GME
6.9GMEDetails
Price/Book
8.61
High:CRWD
24.15CRWDLow:GME
2.04GMEDetails
Price/Sales
9.18
High:CRWD
21.19CRWDLow:1810.HK
1.751810.HKDetails
Price/CF
24.02
High:CRWD
93.46CRWDLow:CBA.ASX
11.56CBA.ASXDetails
Price/FCF
60.13
High:CBA.ASX
325.92CBA.ASXLow:GME
23.19GMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.54% | Nov 2021 | Jun 2025 | 43 |
-29.74% | Feb 2018 | Oct 2021 | 44 |
-16.76% | Oct 2016 | Jun 2017 | 8 |
-10.53% | Nov 2025 | - | 5 |
-0.74% | Nov 2017 | Dec 2017 | 1 |
-0.38% | Sep 2017 | Oct 2017 | 1 |
-0.35% | Aug 2025 | Sep 2025 | 1 |