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+3.33%
This Month
+3.33%
Year To Date
+76.6%
2 Years
+127.42%
5 Years
+433.64%
10 Years
+23.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.68%
- 💰 Finance31.27%
- ⛏️ Energy Minerals12.11%
- 🧪 Process Industries3.36%
- 🍞 Consumer Non Durables2.2%
- 💇♀️ Consumer Services0.91%
- 💵 Cash0.57%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.68%
- 🇺🇸 NYSE44.29%
- 🇩🇪 FRA3.36%
- 🇺🇸 Nasdaq2.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.49%
- 🇩🇪 Germany3.36%
Dividends
Dividend Yield
2.59%
9 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $APLE (7.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
18.79
18.79
-2
0
2
19
19
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
18.79
18.79
-2
0
2
19
19
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
62.71
High:
BAS.DE
142.6BAS.DELow:
KHC
-6.38KHCDetails
PEG Ratio
1,818.51
High:
O
3,157.55OLow:
MPW
-5.94MPWDetails
Price/Book
1.56
High:
PSX
2.07PSXLow:MPW
0.66MPWDetails
Price/Sales
0.87
High:O
10.04OLow:PSX
0.43PSXDetails
Price/CF
12.89
High:MPW
20.68MPWLow:KHC
6.89KHCDetails
Price/FCF
50.44
High:BAS.DE
656.13BAS.DELow:KHC
17.85KHCDetails
P/E Ratio
62.71
High:BAS.DE
142.6BAS.DELow:KHC
-6.38KHCDetails
PEG Ratio
1,818.51
High:O
3,157.55OLow:MPW
-5.94MPWDetails
Price/Book
1.56
High:PSX
2.07PSXLow:MPW
0.66MPWDetails
Price/Sales
0.87
High:O
10.04OLow:PSX
0.43PSXDetails
Price/CF
12.89
High:MPW
20.68MPWLow:KHC
6.89KHCDetails
Price/FCF
50.44
High:BAS.DE
656.13BAS.DELow:KHC
17.85KHCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.52% | Feb 2018 | May 2019 | 15 |
-21.58% | Jul 2019 | Jan 2020 | 6 |
-20.66% | Apr 2022 | Feb 2024 | 22 |
-13.37% | Oct 2025 | - | 4 |
-8.9% | Feb 2025 | May 2025 | 3 |
-7.71% | Apr 2024 | Sep 2024 | 5 |
-6.06% | May 2021 | Aug 2021 | 3 |
-3.24% | Dec 2024 | Jan 2025 | 1 |
-3.12% | Feb 2020 | Mar 2020 | 1 |
-2.88% | Sep 2020 | Oct 2020 | 1 |
-2.35% | Jan 2022 | Mar 2022 | 2 |
-1.62% | Sep 2021 | Oct 2021 | 1 |
-0.64% | Aug 2025 | Sep 2025 | 1 |
-0.37% | Nov 2021 | Dec 2021 | 1 |