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+19.91%
This Month
+14.7%
Year To Date
+84.71%
2 Years
+142.41%
5 Years
+142.41%
10 Years
+22.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous32.54%
- 💻 Electronic Technology32.1%
- 🪙 Cryptocurrencies24.73%
- 🖥️ Technology Services6.36%
- 💵 Cash4.93%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.46%
- 🇩🇪 Xetra ETFs32.54%
- 🌍 Digital Currency24.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.46%
Dividends
Dividend Yield
0.14%
4 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.85%)
Performance Metrics
Score 7/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
10.25
10.25
-2
0
2
11
11
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
10.25
10.25
-2
0
2
11
11
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.08
High:
STX.US
61.94STX.USLow:
MU
21.17MUDetails
PEG Ratio
51.04
High:STX.US
95.26STX.USLow:MU
5.16MUDetails
Price/Book
8.33
High:STX.US
256.48STX.USLow:MU
6.98MUDetails
Price/Sales
10.1
High:
WDC
13.22WDCLow:MU
8.81MUDetails
Price/CF
21.13
High:STX.US
32.42STX.USLow:MU
15.48MUDetails
Price/FCF
60.74
High:
MSFT
69.19MSFTLow:WDC
32.89WDCDetails
P/E Ratio
26.08
High:STX.US
61.94STX.USLow:MU
21.17MUDetails
PEG Ratio
51.04
High:STX.US
95.26STX.USLow:MU
5.16MUDetails
Price/Book
8.33
High:STX.US
256.48STX.USLow:MU
6.98MUDetails
Price/Sales
10.1
High:WDC
13.22WDCLow:MU
8.81MUDetails
Price/CF
21.13
High:STX.US
32.42STX.USLow:MU
15.48MUDetails
Price/FCF
60.74
High:MSFT
69.19MSFTLow:WDC
32.89WDCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.95% | Apr 2022 | May 2023 | 13 |
-13.31% | Feb 2025 | May 2025 | 3 |
-10.39% | Feb 2026 | Apr 2026 | 2 |
-6.92% | Apr 2024 | Nov 2024 | 7 |
-4.07% | Nov 2025 | Dec 2025 | 1 |
-2.44% | Jun 2023 | Jul 2023 | 1 |
-2.19% | Aug 2023 | Nov 2023 | 3 |
-1.79% | Feb 2022 | Mar 2022 | 1 |
-1.37% | Aug 2025 | Sep 2025 | 1 |
-0.12% | Dec 2024 | Jan 2025 | 1 |