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-9.67%
This Month
-26.24%
Year To Date
+42.23%
2 Years
+31.61%
5 Years
+31.61%
10 Years
+8.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance41.17%
- 💻 Electronic Technology20.53%
- 🪙 Cryptocurrencies13.91%
- 🖥️ Technology Services12.74%
- 🛍️ Retail Trade4.81%
- 💼 Commercial Services3.75%
- 🚗 Consumer Durables2.65%
- 🏥 Health Services0.42%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq81.61%
- 🌍 Digital Currency13.91%
- 🇺🇸 NYSE4.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.45%
- 🇳🇱 Netherlands20.53%
- 🇦🇺 Australia7.92%
- 🇨🇳 China3.18%
Dividends
Dividend Yield
0.21%
6 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FRCB (360000%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-1.28
-1.28
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.58
1.58
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-1.28
-1.28
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.96
High:
PLTR
226.07PLTRLow:
NIO
-5.46NIODetails
PEG Ratio
91.81
High:
ASML
135.23ASMLLow:NIO
-15.05NIODetails
Price/Book
7.69
High:PLTR
46.31PLTRLow:
FRCB
0FRCBDetails
Price/Sales
5.37
High:PLTR
82.26PLTRLow:FRCB
0FRCBDetails
Price/CF
22.53
High:PLTR
214.31PLTRLow:
PYPL
8.54PYPLDetails
Price/FCF
65.31
High:
BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
P/E Ratio
32.96
High:PLTR
226.07PLTRLow:NIO
-5.46NIODetails
PEG Ratio
91.81
High:ASML
135.23ASMLLow:NIO
-15.05NIODetails
Price/Book
7.69
High:PLTR
46.31PLTRLow:FRCB
0FRCBDetails
Price/Sales
5.37
High:PLTR
82.26PLTRLow:FRCB
0FRCBDetails
Price/CF
22.53
High:PLTR
214.31PLTRLow:PYPL
8.54PYPLDetails
Price/FCF
65.31
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.38% | Apr 2022 | Jan 2025 | 33 |
-38.77% | Nov 2025 | - | 5 |
-4.93% | Feb 2025 | Apr 2025 | 2 |
-0.91% | Jul 2025 | Aug 2025 | 1 |