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+1.6%
This Month
-9.95%
Year To Date
-31.97%
2 Years
+47.73%
5 Years
+47.73%
10 Years
+17.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.57%
- 🪙 Cryptocurrencies34.27%
- 🏥 Health Services9.46%
- 🌾 Commodities5.25%
- 🛠️ Producer Manufacturing4.43%
- 💵 Cash3.11%
- 📊 ETFs3.06%
- 💼 Commercial Services2.91%
- 💻 Electronic Technology1.93%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.27%
- 🇺🇸 Nasdaq32.06%
- 🇺🇸 NYSE12.52%
- 🌍 Commodity5.25%
- 🇸🇪 Stockholm Stock Exchange4.44%
- 🇭🇰 Hong Kong Exchanges4.43%
- 🇮🇹 Borsa Italiana2.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.11%
- 🇦🇺 Australia20.41%
- 🇸🇪 Sweden4.44%
- 🇨🇳 China4.43%
- 🇮🇹 Italy2.91%
Dividends
Dividend Yield
0.89%
4 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NEXI.MI (10.44%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
2.35
2.35
0
0.8
1.2
0
3
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
-19.58
-19.58
-20
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
2.35
2.35
0
0.8
1.2
0
3
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
-19.58
-19.58
-20
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
48.94
High:
IREN
48.36IRENLow:
FLY
-8.51FLYDetails
PEG Ratio
45.5
High:
01211.HK
216.7301211.HKLow:IREN
8.31IRENDetails
Price/Book
2.4
High:IREN
8.36IRENLow:
NEXI.MI
0.32NEXI.MIDetails
Price/Sales
0.79
High:
MSTR
86.59MSTRLow:
UNH
0.58UNHDetails
Price/CF
15.47
High:MSTR
7,511.07MSTRLow:01211.HK
7.8601211.HKDetails
Price/FCF
45.98
High:MSTR
1,187.5MSTRLow:
EVO.ST
18.39EVO.STDetails
P/E Ratio
48.94
High:IREN
48.36IRENLow:FLY
-8.51FLYDetails
PEG Ratio
45.5
High:01211.HK
216.7301211.HKLow:IREN
8.31IRENDetails
Price/Book
2.4
High:IREN
8.36IRENLow:NEXI.MI
0.32NEXI.MIDetails
Price/Sales
0.79
High:MSTR
86.59MSTRLow:UNH
0.58UNHDetails
Price/CF
15.47
High:MSTR
7,511.07MSTRLow:01211.HK
7.8601211.HKDetails
Price/FCF
45.98
High:MSTR
1,187.5MSTRLow:EVO.ST
18.39EVO.STDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.43% | Dec 2024 | - | 16 |
-18.83% | Apr 2024 | Oct 2024 | 6 |