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+0.89%
This Month
+23.9%
Year To Date
+70.51%
2 Years
+85.6%
5 Years
+85.6%
10 Years
+18.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies77.07%
- 🍞 Consumer Non Durables15.68%
- 🖥️ Technology Services5.27%
- 🚗 Consumer Durables1.98%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency77.07%
- 🇺🇸 Nasdaq17.38%
- 🇺🇸 NYSE5.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.95%
- 🇯🇵 Japan1.98%
Dividends
Dividend Yield
0.71%
5 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KMB (5.12%)
Performance Metrics
Score 6.8/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
7.54
7.54
-2
0
2
8
8
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
7.54
7.54
-2
0
2
8
8
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
17.07
High:
MDLZ
30.62MDLZLow:
TM
9.66TMDetails
PEG Ratio
168.04
High:
ADP
216.27ADPLow:
ADBE
112.24ADBEDetails
Price/Book
2.47
High:
KMB
18.32KMBLow:TM
0.98TMDetails
Price/Sales
1.5
High:ADP
4.2ADPLow:TM
0.73TMDetails
Price/CF
12.69
High:
NKE
54.38NKELow:TM
7.42TMDetails
Price/FCF
22.87
High:MDLZ
1,106.34MDLZLow:TM
8.98TMDetails
P/E Ratio
17.07
High:MDLZ
30.62MDLZLow:TM
9.66TMDetails
PEG Ratio
168.04
High:ADP
216.27ADPLow:ADBE
112.24ADBEDetails
Price/Book
2.47
High:KMB
18.32KMBLow:TM
0.98TMDetails
Price/Sales
1.5
High:ADP
4.2ADPLow:TM
0.73TMDetails
Price/CF
12.69
High:NKE
54.38NKELow:TM
7.42TMDetails
Price/FCF
22.87
High:MDLZ
1,106.34MDLZLow: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 |
-2.39% | Mar 2026 | Apr 2026 | 1 |
-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 |