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+9.34%
This Month
+16.03%
Year To Date
+50.91%
2 Years
+166.46%
5 Years
+254.78%
10 Years
+27.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services91.86%
- 🪙 Cryptocurrencies8.14%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE91.86%
- 🌍 Digital Currency8.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States91.86%
Dividends
Dividend Yield
0%
0 out of 14 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 6.1/10
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.14
4.14
-2
0
2
5
5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.14
4.14
-2
0
2
5
5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.01
High:
NCLH
15.89NCLHLow:
CCL
14.38CCLDetails
PEG Ratio
68.13
High:NCLH
83.22NCLHLow:CCL
22.77CCLDetails
Price/Book
3.5
High:NCLH
4.33NCLHLow:CCL
3.04CCLDetails
Price/Sales
1.26
High:CCL
1.48CCLLow:NCLH
1.07NCLHDetails
Price/CF
6.97
High:CCL
7.97CCLLow:NCLH
6.01NCLHDetails
Price/FCF
15.58
High:NCLH
15.89NCLHLow:CCL
15.34CCLDetails
P/E Ratio
15.01
High:NCLH
15.89NCLHLow:CCL
14.38CCLDetails
PEG Ratio
68.13
High:NCLH
83.22NCLHLow:CCL
22.77CCLDetails
Price/Book
3.5
High:NCLH
4.33NCLHLow:CCL
3.04CCLDetails
Price/Sales
1.26
High:CCL
1.48CCLLow:NCLH
1.07NCLHDetails
Price/CF
6.97
High:CCL
7.97CCLLow:NCLH
6.01NCLHDetails
Price/FCF
15.58
High:NCLH
15.89NCLHLow:CCL
15.34CCLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.52% | Nov 2021 | Jun 2023 | 19 |
-34.29% | Aug 2023 | Dec 2023 | 4 |
-23.45% | Oct 2025 | - | 3 |
-12.05% | Jun 2021 | Aug 2021 | 2 |
-8.79% | Jan 2024 | Mar 2024 | 2 |
-8.78% | Apr 2024 | Jun 2024 | 2 |
-6.44% | May 2025 | Jul 2025 | 2 |
-6.25% | Dec 2024 | Apr 2025 | 4 |
-4.98% | Sep 2020 | Nov 2020 | 2 |
-2.19% | Aug 2024 | Sep 2024 | 1 |
-1.31% | Mar 2021 | Apr 2021 | 1 |
-0.78% | Sep 2021 | Oct 2021 | 1 |