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+2.11%
This Month
+2.11%
Year To Date
+47.58%
2 Years
+82.31%
5 Years
+82.31%
10 Years
+14.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.99%
- 💻 Electronic Technology14.86%
- 🍞 Consumer Non Durables13.01%
- 💵 Cash12.11%
- 🛍️ Retail Trade5.36%
- 💼 Commercial Services4.47%
- 📡 Communications3.74%
- ⛏️ Energy Minerals1.82%
- 🖥️ Technology Services1.51%
- 📦 Distribution Services1.09%
- 🛠️ Producer Manufacturing0.41%
- 💰 Finance0.37%
- 🚚 Transportation0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.99%
- 🇺🇸 NYSE34.15%
- 🇺🇸 Nasdaq9.77%
- 🇫🇷 Euronext Paris2.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.68%
- 🇹🇼 Taiwan11.05%
- 🇨🇳 China5.36%
- 🇫🇷 France2.84%
- 🇳🇱 Netherlands1.34%
- 🇨🇦 Canada1.16%
- 🇩🇪 Germany0.43%
- 🇮🇱 Israel0.41%
- 🇧🇲 Bermuda0.37%
- 🇬🇷 Greece0.12%
Dividends
Dividend Yield
0.91%
12 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-2.43
-2.43
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-2.43
-2.43
-3
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.89
High:
INTC
4,581.13INTCLow:
CRSR
-16.29CRSRDetails
PEG Ratio
121.3
High:INTC
4,563.91INTCLow:
JMIA
-32.67JMIADetails
Price/Book
7.13
High:
ASML
23.03ASMLLow:
TOPS
0.19TOPSDetails
Price/Sales
7.5
High:ASML
14.46ASMLLow:
CSIQ
0.24CSIQDetails
Price/CF
20.12
High:
KO
37.25KOLow:TOPS
0.82TOPSDetails
Price/FCF
64.48
High:KO
272.99KOLow:TOPS
0.92TOPSDetails
P/E Ratio
28.89
High:INTC
4,581.13INTCLow:CRSR
-16.29CRSRDetails
PEG Ratio
121.3
High:INTC
4,563.91INTCLow:JMIA
-32.67JMIADetails
Price/Book
7.13
High:ASML
23.03ASMLLow:TOPS
0.19TOPSDetails
Price/Sales
7.5
High:ASML
14.46ASMLLow:CSIQ
0.24CSIQDetails
Price/CF
20.12
High:KO
37.25KOLow:TOPS
0.82TOPSDetails
Price/FCF
64.48
High:KO
272.99KOLow:TOPS
0.92TOPSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.94% | Nov 2021 | Feb 2024 | 27 |
-16.03% | Feb 2025 | Jul 2025 | 5 |
-14.4% | Oct 2025 | - | 4 |
-10.51% | Apr 2024 | Nov 2024 | 7 |
-6.44% | Sep 2021 | Oct 2021 | 1 |
-4.57% | Dec 2024 | Jan 2025 | 1 |
-1.73% | Jun 2021 | Jul 2021 | 1 |