Loading...
+0.38%
Today
+14.14%
This Month
+20.63%
Year To Date
+166.2%
2 Years
+499.5%
5 Years
+30.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- šŖ Cryptocurrencies61.58%
- š ETFs37.93%
- š° Finance0.49%
- šµ Cash0%
Exchanges Breakdown
- Exchange
- Total
- š Digital Currency61.58%
- šŗšø Nasdaq38.42%
Countries Breakdown
- Country
- Total
- šŗšø United States0.49%
Dividends
Dividend Yield
0.61%
1 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ACWI (1.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ACWI | 0.61% | 1.62% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
35.86
35.86
-2
0
2
36
36
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.81
2.81
0
0.75
1.25
3
3
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
35.86
35.86
-2
0
2
36
36
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.81
2.81
0
0.75
1.25
3
3
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
78.67
High:
COIN
78.67COINLow:COIN
78.67COINDetails
PEG Ratio
1,544.76
High:COIN
1,544.76COINLow:COIN
1,544.76COINDetails
Price/Book
10.21
High:COIN
10.21COINLow:COIN
10.21COINDetails
Price/Sales
16.47
High:COIN
16.47COINLow:COIN
16.47COINDetails
Price/CF
14.39
High:COIN
14.39COINLow:COIN
14.39COINDetails
Price/FCF
14.39
High:COIN
14.39COINLow:COIN
14.39COINDetails
P/E Ratio
78.67
High:COIN
78.67COINLow:COIN
78.67COINDetails
PEG Ratio
1,544.76
High:COIN
1,544.76COINLow:COIN
1,544.76COINDetails
Price/Book
10.21
High:COIN
10.21COINLow:COIN
10.21COINDetails
Price/Sales
16.47
High:COIN
16.47COINLow:COIN
16.47COINDetails
Price/CF
14.39
High:COIN
14.39COINLow:COIN
14.39COINDetails
Price/FCF
14.39
High:COIN
14.39COINLow:COIN
14.39COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.74% | Jan 2018 | Feb 2021 | 37 |
-60.65% | Nov 2021 | Mar 2024 | 28 |
-26.88% | May 2021 | Oct 2021 | 5 |
-19.37% | Feb 2025 | Jul 2025 | 5 |
-15.07% | Apr 2024 | Nov 2024 | 7 |
-4.1% | Dec 2024 | Jan 2025 | 1 |