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-0.46%
Today
+5.52%
This Month
+9.47%
Year To Date
+81.96%
2 Years
+220.81%
5 Years
+12.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š» Electronic Technology37.5%
- šµ Cash34.27%
- š„ļø Technology Services13.2%
- š ETFs12.7%
- šŖ Cryptocurrencies11.68%
- š° Finance1.76%
- š§¬ Health Technology1.5%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq54.27%
- šŗšø NYSE12.39%
- š Digital Currency11.68%
Countries Breakdown
- Country
- Total
- šŗšø United States53.96%
Dividends
Dividend Yield
0.51%
11 out of 19 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $O (5.53%)
Performance Metrics
Score 5.5/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
2.82
2.82
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
2.82
2.82
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.43
High:
AMD
115.09AMDLow:
RYTM
-31.48RYTMDetails
PEG Ratio
177.63
High:
O
1,973.24OLow:RYTM
-80.1RYTMDetails
Price/Book
24.07
High:RYTM
297.02RYTMLow:
MRNA
1.19MRNADetails
Price/Sales
16.52
High:RYTM
40.84RYTMLow:MRNA
3.76MRNADetails
Price/CF
29.27
High:MRNA
62.64MRNALow:O
14.45ODetails
Price/FCF
43.49
High:
STAG
118.67STAGLow:
NVDA
38.43NVDADetails
P/E Ratio
45.43
High:AMD
115.09AMDLow:RYTM
-31.48RYTMDetails
PEG Ratio
177.63
High:O
1,973.24OLow:RYTM
-80.1RYTMDetails
Price/Book
24.07
High:RYTM
297.02RYTMLow:MRNA
1.19MRNADetails
Price/Sales
16.52
High:RYTM
40.84RYTMLow:MRNA
3.76MRNADetails
Price/CF
29.27
High:MRNA
62.64MRNALow:O
14.45ODetails
Price/FCF
43.49
High:STAG
118.67STAGLow:NVDA
38.43NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.51% | Dec 2021 | Feb 2024 | 26 |
-15.2% | Sep 2020 | Nov 2020 | 2 |
-13.23% | Apr 2015 | Aug 2020 | 64 |
-13.22% | Dec 2024 | Jun 2025 | 6 |
-6.68% | Feb 2021 | Apr 2021 | 2 |
-6.28% | Apr 2024 | May 2024 | 1 |
-3.62% | Sep 2021 | Oct 2021 | 1 |
-2.31% | May 2021 | Jun 2021 | 1 |
-1.83% | Jul 2024 | Sep 2024 | 2 |
-0.73% | Oct 2024 | Nov 2024 | 1 |