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+2.5%
This Month
+2.5%
Year To Date
+54.12%
2 Years
+319.56%
5 Years
+319.56%
10 Years
+53.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.54%
- 💻 Electronic Technology34.65%
- 🪨 Non Energy Minerals6.79%
- 🖥️ Technology Services3.23%
- ⛏️ Energy Minerals2.83%
- 💰 Finance1.78%
- ⚡ Utilities1.74%
- 🚚 Transportation1.39%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.54%
- 🇺🇸 Nasdaq31.95%
- 🇺🇸 NYSE20.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.67%
- 🇨🇦 Canada2.73%
- 🇨🇳 China2.01%
Dividends
Dividend Yield
0.21%
7 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $XOM (3.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
2.17
2.17
0
0.8
1.2
0
3
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
25.18
25.18
-2
0
2
26
26
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
2.01
2.01
0
0.75
1.25
3
3
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Beta
2.17
2.17
0
0.8
1.2
0
3
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
25.18
25.18
-2
0
2
26
26
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
2.01
2.01
0
0.75
1.25
3
3
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
43.02
High:
HL
93.02HLLow:
VNET
-32.39VNETDetails
PEG Ratio
43.76
High:
NVDA
75.36NVDALow:
ACHR
-65.52ACHRDetails
Price/Book
27.8
High:NVDA
36.4NVDALow:
WAL
1.33WALDetails
Price/Sales
19.23
High:
JOBY
549.01JOBYLow:ACHR
-ACHRDetails
Price/CF
50.42
High:NVDA
54.84NVDALow:
XOM
9.38XOMDetails
Price/FCF
59.8
High:
NEE
2,356.18NEELow:
UBER
24.03UBERDetails
P/E Ratio
43.02
High:HL
93.02HLLow:VNET
-32.39VNETDetails
PEG Ratio
43.76
High:NVDA
75.36NVDALow:ACHR
-65.52ACHRDetails
Price/Book
27.8
High:NVDA
36.4NVDALow:WAL
1.33WALDetails
Price/Sales
19.23
High:JOBY
549.01JOBYLow:ACHR
-ACHRDetails
Price/CF
50.42
High:NVDA
54.84NVDALow:XOM
9.38XOMDetails
Price/FCF
59.8
High:NEE
2,356.18NEELow:UBER
24.03UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.06% | Dec 2024 | Sep 2025 | 9 |
-27.42% | Apr 2024 | Nov 2024 | 7 |
-24.53% | Oct 2025 | - | 4 |
-11.22% | Aug 2023 | Nov 2023 | 3 |
-10.77% | Dec 2022 | Jan 2023 | 1 |
-8.71% | Oct 2022 | Nov 2022 | 1 |