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+0.33%
This Month
-7.91%
Year To Date
+41.32%
2 Years
+251.25%
5 Years
+652.72%
10 Years
+43.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.02%
- 📊 ETFs23.36%
- 🧩 Miscellaneous20.18%
- 🖥️ Technology Services0.88%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency31.02%
- 🇩🇪 Xetra ETFs23.36%
- 🇬🇧 LSE20.18%
- 🇺🇸 Nasdaq0.88%
- 🌍 FX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.88%
Dividends
Dividend Yield
0.01%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.01% | 0.95% | $3 |
Performance Metrics
Score 8.4/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
2.57
2.57
0
1
2
3
3
Jensen's Alpha
33.85
33.85
-2
0
2
34
34
Omega Ratio
2.1
2.1
0
1
1.5
3
3
Treynor Ratio
3.15
3.15
0
0.75
1.25
4
4
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
1.07
1.07
0
0.3
0.6
2
2
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
2.57
2.57
0
1
2
3
3
Jensen's Alpha
33.85
33.85
-2
0
2
34
34
Omega Ratio
2.1
2.1
0
1
1.5
3
3
Treynor Ratio
3.15
3.15
0
0.75
1.25
4
4
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
1.07
1.07
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
23.37
High:MSFT
23.37MSFTLow:MSFT
23.37MSFTDetails
PEG Ratio
81.72
High:MSFT
81.72MSFTLow:MSFT
81.72MSFTDetails
Price/Book
7.1
High:MSFT
7.1MSFTLow:MSFT
7.1MSFTDetails
Price/Sales
9.12
High:MSFT
9.12MSFTLow:MSFT
9.12MSFTDetails
Price/CF
22.48
High:MSFT
22.48MSFTLow:MSFT
22.48MSFTDetails
Price/FCF
69.19
High:MSFT
69.19MSFTLow:MSFT
69.19MSFTDetails
P/E Ratio
23.37
High:MSFT
23.37MSFTLow:MSFT
23.37MSFTDetails
PEG Ratio
81.72
High:MSFT
81.72MSFTLow:MSFT
81.72MSFTDetails
Price/Book
7.1
High:MSFT
7.1MSFTLow:MSFT
7.1MSFTDetails
Price/Sales
9.12
High:MSFT
9.12MSFTLow:MSFT
9.12MSFTDetails
Price/CF
22.48
High:MSFT
22.48MSFTLow:MSFT
22.48MSFTDetails
Price/FCF
69.19
High:MSFT
69.19MSFTLow:MSFT
69.19MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.08% | Nov 2021 | Mar 2023 | 16 |
-18.66% | Feb 2025 | - | 15 |
-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 |
-1.45% | Dec 2024 | Jan 2025 | 1 |
-0.02% | Jun 2021 | Jul 2021 | 1 |