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+4.46%
This Month
-3.96%
Year To Date
+38.28%
2 Years
+255.94%
5 Years
+582.21%
10 Years
+38.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.67%
- 📊 ETFs22.99%
- 🧩 Miscellaneous22.22%
- 🖥️ Technology Services0.89%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency29.67%
- 🇩🇪 Xetra ETFs22.99%
- 🇬🇧 LSE22.22%
- 🇺🇸 Nasdaq0.89%
- 🌍 FX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.89%
Dividends
Dividend Yield
0.01%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.01% | 0.94% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
2.43
2.43
0
1
2
3
3
Jensen's Alpha
30.94
30.94
-2
0
2
31
31
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
3.24
3.24
0
0.75
1.25
4
4
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.98
0.98
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
2.43
2.43
0
1
2
3
3
Jensen's Alpha
30.94
30.94
-2
0
2
31
31
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
3.24
3.24
0
0.75
1.25
4
4
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.98
0.98
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.94
High:MSFT
22.94MSFTLow:MSFT
22.94MSFTDetails
PEG Ratio
77.41
High:MSFT
77.41MSFTLow:MSFT
77.41MSFTDetails
Price/Book
6.9
High:MSFT
6.9MSFTLow:MSFT
6.9MSFTDetails
Price/Sales
9.01
High:MSFT
9.01MSFTLow:MSFT
9.01MSFTDetails
Price/CF
16.2
High:MSFT
16.2MSFTLow:MSFT
16.2MSFTDetails
Price/FCF
58.56
High:MSFT
58.56MSFTLow:MSFT
58.56MSFTDetails
P/E Ratio
22.94
High:MSFT
22.94MSFTLow:MSFT
22.94MSFTDetails
PEG Ratio
77.41
High:MSFT
77.41MSFTLow:MSFT
77.41MSFTDetails
Price/Book
6.9
High:MSFT
6.9MSFTLow:MSFT
6.9MSFTDetails
Price/Sales
9.01
High:MSFT
9.01MSFTLow:MSFT
9.01MSFTDetails
Price/CF
16.2
High:MSFT
16.2MSFTLow:MSFT
16.2MSFTDetails
Price/FCF
58.56
High:MSFT
58.56MSFTLow:MSFT
58.56MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.08% | Nov 2021 | Mar 2023 | 16 |
-18.66% | Feb 2025 | - | 18 |
-17.29% | Apr 2024 | Nov 2024 | 7 |
-14.93% | Jul 2023 | Oct 2023 | 3 |
-6.73% | May 2023 | Jun 2023 | 1 |
-5.54% | Sep 2021 | Oct 2021 | 1 |
-2.2% | Feb 2021 | Mar 2021 | 1 |
-1.45% | Dec 2024 | Jan 2025 | 1 |
-0.02% | Jun 2021 | Jul 2021 | 1 |