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-1.08%
This Month
-26.5%
Year To Date
-55.74%
2 Years
-32.52%
5 Years
+103.42%
10 Years
+8.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies98.47%
- 💰 Finance0.79%
- 💵 Cash0.26%
- 🪨 Non Energy Minerals0.11%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency98.47%
- 🇺🇸 Nasdaq0.79%
- 🇬🇧 LSE0.11%
- 🇺🇸 NYSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.79%
- 🇬🇧 United Kingdom0.11%
Dividends
Dividend Yield
0.02%
1 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EVR.L | 0.02% | 17.85% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
0.21
0.21
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
0.21
0.21
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.28
High:
COIN
39.06COINLow:EVR.L
0.61EVR.LDetails
PEG Ratio
0.26
High:EVR.L
0.26EVR.LLow:EVR.L
0.26EVR.LDetails
Price/Book
3.07
High:COIN
3.1COINLow:EVR.L
0.89EVR.LDetails
Price/Sales
6.41
High:COIN
6.41COINLow:COIN
6.41COINDetails
Price/CF
24.31
High:COIN
25COINLow:EVR.L
3.5EVR.LDetails
Price/FCF
24.89
High:COIN
25COINLow:EVR.L
12.87EVR.LDetails
P/E Ratio
30.28
High:COIN
39.06COINLow:EVR.L
0.61EVR.LDetails
PEG Ratio
0.26
High:EVR.L
0.26EVR.LLow:EVR.L
0.26EVR.LDetails
Price/Book
3.07
High:COIN
3.1COINLow:EVR.L
0.89EVR.LDetails
Price/Sales
6.41
High:COIN
6.41COINLow:COIN
6.41COINDetails
Price/CF
24.31
High:COIN
25COINLow:EVR.L
3.5EVR.LDetails
Price/FCF
24.89
High:COIN
25COINLow:EVR.L
12.87EVR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.38% | Dec 2024 | - | 17 |
-44.2% | Feb 2018 | Nov 2020 | 33 |
-39.74% | Apr 2024 | Nov 2024 | 7 |
-38.08% | Nov 2021 | Nov 2023 | 24 |
-11.94% | Jan 2024 | Feb 2024 | 1 |
-7.97% | Jul 2017 | Aug 2017 | 1 |
-6.59% | Sep 2017 | Dec 2017 | 3 |
-5.41% | Sep 2021 | Oct 2021 | 1 |
-1.81% | May 2021 | Jun 2021 | 1 |
-1.36% | Jul 2021 | Aug 2021 | 1 |