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+0.48%
This Month
-4.48%
Year To Date
+11.01%
2 Years
+32.64%
5 Years
+32.64%
10 Years
+6.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash43.82%
- 🪙 Cryptocurrencies25.79%
- 📊 ETFs13.46%
- 🖥️ Technology Services8.68%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency25.79%
- 🇺🇸 NYSE11.34%
- 🇺🇸 Nasdaq8.94%
- 🇺🇸 Chicago Board Options Exchange0.96%
- 🇩🇪 Xetra ETFs0.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.68%
Dividends
Dividend Yield
0.06%
3 out of 19 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
Performance Metrics
Score 4.2/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
0.4
0.4
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
0.4
0.4
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.3
High:
PLTR
154.21PLTRLow:
META
22.19METADetails
PEG Ratio
125.67
High:META
365.78METALow:PLTR
54.33PLTRDetails
Price/Book
7.64
High:PLTR
38.83PLTRLow:
SNPS
3.29SNPSDetails
Price/Sales
9.54
High:PLTR
67.36PLTRLow:META
7.28METADetails
Price/CF
15.92
High:PLTR
138.09PLTRLow:META
11.83METADetails
Price/FCF
57.13
High:
ORCL
348.36ORCLLow:META
34.18METADetails
P/E Ratio
25.3
High:PLTR
154.21PLTRLow:META
22.19METADetails
PEG Ratio
125.67
High:META
365.78METALow:PLTR
54.33PLTRDetails
Price/Book
7.64
High:PLTR
38.83PLTRLow:SNPS
3.29SNPSDetails
Price/Sales
9.54
High:PLTR
67.36PLTRLow:META
7.28METADetails
Price/CF
15.92
High:PLTR
138.09PLTRLow:META
11.83METADetails
Price/FCF
57.13
High:ORCL
348.36ORCLLow:META
34.18METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.62% | Nov 2025 | - | 7 |
-17.26% | Feb 2025 | Jun 2025 | 4 |
-13.62% | Apr 2022 | Jan 2023 | 9 |
-8.54% | Aug 2023 | Dec 2023 | 4 |
-6.76% | Feb 2023 | Jul 2023 | 5 |
-4.21% | Jul 2024 | Jan 2025 | 6 |
-3.47% | Apr 2024 | May 2024 | 1 |
-1.51% | Feb 2022 | Mar 2022 | 1 |