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-11.43%
This Month
-24.32%
Year To Date
+4.02%
2 Years
+110.21%
5 Years
+894.77%
10 Years
+40.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies77.46%
- 💰 Finance21.97%
- 🖥️ Technology Services0.48%
- 💵 Cash0.17%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency77.46%
- 🇺🇸 NYSE21.97%
- 🇺🇸 Nasdaq0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.45%
Dividends
Dividend Yield
0%
0 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.2/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
2.47
2.47
0
1
2
3
3
Jensen's Alpha
32.74
32.74
-2
0
2
33
33
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
3.04
3.04
0
0.75
1.25
4
4
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
2.47
2.47
0
1
2
3
3
Jensen's Alpha
32.74
32.74
-2
0
2
33
33
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
3.04
3.04
0
0.75
1.25
4
4
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
14.56
High:
BRK.B
14.55BRK.BLow:
MDB
-865.15MDBDetails
PEG Ratio
-1,265.52
High:MDB
-1,265.52MDBLow:MDB
-1,265.52MDBDetails
Price/Book
1.45
High:MDB
8.8MDBLow:BRK.B
1.45BRK.BDetails
Price/Sales
2.81
High:MDB
10.06MDBLow:BRK.B
2.81BRK.BDetails
Price/CF
22.72
High:MDB
34.29MDBLow:BRK.B
22.72BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:MDB
34.61MDBDetails
P/E Ratio
14.56
High:BRK.B
14.55BRK.BLow:MDB
-865.15MDBDetails
PEG Ratio
-1,265.52
High:MDB
-1,265.52MDBLow:MDB
-1,265.52MDBDetails
Price/Book
1.45
High:MDB
8.8MDBLow:BRK.B
1.45BRK.BDetails
Price/Sales
2.81
High:MDB
10.06MDBLow:BRK.B
2.81BRK.BDetails
Price/CF
22.72
High:MDB
34.29MDBLow:BRK.B
22.72BRK.BDetails
Price/FCF
43.3
High:BRK.B
43.3BRK.BLow:MDB
34.61MDBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.66% | Aug 2025 | - | 11 |
-37.95% | Nov 2021 | Jun 2023 | 19 |
-22.49% | Jun 2020 | Nov 2020 | 5 |
-17.02% | Feb 2025 | May 2025 | 3 |
-11.88% | Apr 2024 | Oct 2024 | 6 |
-7% | Jul 2023 | Oct 2023 | 3 |
-5.69% | May 2021 | Oct 2021 | 5 |
-3.09% | Dec 2024 | Jan 2025 | 1 |