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+4.49%
This Month
+19.86%
Year To Date
+74.75%
2 Years
+79.55%
5 Years
+79.55%
10 Years
+18.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies71.5%
- 🍞 Consumer Non Durables20.45%
- 🧬 Health Technology3.26%
- 🖥️ Technology Services2.39%
- 🚗 Consumer Durables2.38%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency71.5%
- 🇺🇸 Nasdaq18.36%
- 🇺🇸 NYSE10.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.11%
- 🇯🇵 Japan2.38%
Dividends
Dividend Yield
0.93%
7 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KMB (5.09%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
2.68
2.68
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
2.68
2.68
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21
High:
NKE
32.32NKELow:
TM
11.26TMDetails
PEG Ratio
174.33
High:
ADP
235.84ADPLow:
ADBE
116.57ADBEDetails
Price/Book
3.02
High:
KMB
22.2KMBLow:TM
1.12TMDetails
Price/Sales
1.77
High:
ABT
4.36ABTLow:TM
0.82TMDetails
Price/CF
14.94
High:NKE
31.32NKELow:TM
8.97TMDetails
Price/FCF
33.05
High:
PEP
5,797.72PEPLow:TM
8.98TMDetails
P/E Ratio
21
High:NKE
32.32NKELow:TM
11.26TMDetails
PEG Ratio
174.33
High:ADP
235.84ADPLow:ADBE
116.57ADBEDetails
Price/Book
3.02
High:KMB
22.2KMBLow:TM
1.12TMDetails
Price/Sales
1.77
High:ABT
4.36ABTLow:TM
0.82TMDetails
Price/CF
14.94
High:NKE
31.32NKELow:TM
8.97TMDetails
Price/FCF
33.05
High:PEP
5,797.72PEPLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.91% | Aug 2023 | Dec 2023 | 4 |
-10.83% | Dec 2022 | Jul 2023 | 7 |
-9.33% | Sep 2022 | Oct 2022 | 1 |
-5.42% | Dec 2024 | Jan 2025 | 1 |
-5.14% | Jan 2024 | Mar 2024 | 2 |
-4.93% | Mar 2025 | Jun 2025 | 3 |
-1.89% | Sep 2025 | Nov 2025 | 2 |
-1.41% | Oct 2024 | Nov 2024 | 1 |
-1.29% | Dec 2025 | Jan 2026 | 1 |
-0.73% | Jul 2025 | Aug 2025 | 1 |
-0.7% | Jun 2024 | Jul 2024 | 1 |