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+0.24%
This Month
+13.13%
Year To Date
+71.85%
2 Years
+148.6%
5 Years
+439.59%
10 Years
+23.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50.99%
- 💰 Finance24.56%
- ⛏️ Energy Minerals12.19%
- 💵 Cash7.2%
- 🧪 Process Industries3.21%
- 🍞 Consumer Non Durables2.37%
- 💇♀️ Consumer Services0.87%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50.99%
- 🇺🇸 NYSE37.62%
- 🇩🇪 FRA3.21%
- 🇺🇸 Nasdaq2.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.99%
- 🇩🇪 Germany3.21%
Dividends
Dividend Yield
2.23%
9 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $APLE (8.3%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
19.7
19.7
-2
0
2
20
20
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
3.12
3.12
0
0.75
1.25
4
4
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
19.7
19.7
-2
0
2
20
20
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
3.12
3.12
0
0.75
1.25
4
4
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
68.39
High:
BAS.DE
139.82BAS.DELow:
KHC
-6.61KHCDetails
PEG Ratio
951.68
High:
O
2,982.68OLow:
NLOP
-21.97NLOPDetails
Price/Book
1.56
High:
PSX
2.09PSXLow:KHC
0.7KHCDetails
Price/Sales
0.69
High:O
9.49OLow:PSX
0.43PSXDetails
Price/CF
12.53
High:
MPW
20.68MPWLow:KHC
6.89KHCDetails
Price/FCF
46.44
High:BAS.DE
656.13BAS.DELow:NLOP
11.5NLOPDetails
P/E Ratio
68.39
High:BAS.DE
139.82BAS.DELow:KHC
-6.61KHCDetails
PEG Ratio
951.68
High:O
2,982.68OLow:NLOP
-21.97NLOPDetails
Price/Book
1.56
High:PSX
2.09PSXLow:KHC
0.7KHCDetails
Price/Sales
0.69
High:O
9.49OLow:PSX
0.43PSXDetails
Price/CF
12.53
High:MPW
20.68MPWLow:KHC
6.89KHCDetails
Price/FCF
46.44
High:BAS.DE
656.13BAS.DELow:NLOP
11.5NLOPDetails
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 |
-9.7% | Oct 2025 | - | 3 |
-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 |