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+2.87%
This Month
+23.53%
Year To Date
+124.77%
2 Years
+192.07%
5 Years
+506.72%
10 Years
+23.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash55.16%
- 🪙 Cryptocurrencies25.12%
- 🖥️ Technology Services18.57%
- 💻 Electronic Technology3.19%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency25.12%
- 🇺🇸 Nasdaq21.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.57%
- 🇨🇦 Canada3.19%
Dividends
Dividend Yield
0.04%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0.04% | 0.21% | $0.2 |
Performance Metrics
Score 6.6/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
9.18
9.18
-2
0
2
10
10
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
9.18
9.18
-2
0
2
10
10
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.93
High:GOOG
30.93GOOGLow:
CSIQ
-11.46CSIQDetails
PEG Ratio
66.91
High:GOOG
66.91GOOGLow:GOOG
66.91GOOGDetails
Price/Book
9.99
High:GOOG
10GOOGLow:CSIQ
0.43CSIQDetails
Price/Sales
12.18
High:GOOG
12.21GOOGLow:CSIQ
0.21CSIQDetails
Price/CF
20.13
High:GOOG
20.13GOOGLow:CSIQ
8.72CSIQDetails
Price/FCF
64.69
High:GOOG
64.69GOOGLow:GOOG
64.69GOOGDetails
P/E Ratio
30.93
High:GOOG
30.93GOOGLow:CSIQ
-11.46CSIQDetails
PEG Ratio
66.91
High:GOOG
66.91GOOGLow:GOOG
66.91GOOGDetails
Price/Book
9.99
High:GOOG
10GOOGLow:CSIQ
0.43CSIQDetails
Price/Sales
12.18
High:GOOG
12.21GOOGLow:CSIQ
0.21CSIQDetails
Price/CF
20.13
High:GOOG
20.13GOOGLow:CSIQ
8.72CSIQDetails
Price/FCF
64.69
High:GOOG
64.69GOOGLow:GOOG
64.69GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.53% | Nov 2021 | Sep 2024 | 34 |
-25.49% | Jun 2017 | Feb 2021 | 44 |
-20.25% | Nov 2025 | Apr 2026 | 5 |
-9.54% | Feb 2025 | May 2025 | 3 |
-0.49% | Aug 2025 | Sep 2025 | 1 |
-0.07% | Sep 2021 | Oct 2021 | 1 |