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-1.6%
This Month
-1.6%
Year To Date
+91.32%
2 Years
+234.07%
5 Years
+234.07%
10 Years
+43.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs53.16%
- 🖥️ Technology Services14.67%
- 🪙 Cryptocurrencies10.35%
- 💻 Electronic Technology8.36%
- 🚗 Consumer Durables7.35%
- 💼 Commercial Services4.92%
- ⚡ Utilities1.19%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.89%
- 🇺🇸 Nasdaq27.94%
- 🌍 Digital Currency10.35%
- 🇺🇸 Chicago Board Options Exchange6.62%
- 🇬🇧 LSE1.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.33%
- 🇨🇳 China7.35%
- 🇮🇱 Israel6.61%
Dividends
Dividend Yield
0.01%
1 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PYPL (0.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PYPL | 0.01% | 0.26% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
2.84
2.84
0
1
2
3
3
Jensen's Alpha
20.9
20.9
-2
0
2
21
21
Omega Ratio
2.53
2.53
0
1
1.5
3
3
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
1.21
1.21
0
0.3
0.6
2
2
Calmar Ratio
1.81
1.81
0
0.3
0.6
2
2
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
2.84
2.84
0
1
2
3
3
Jensen's Alpha
20.9
20.9
-2
0
2
21
21
Omega Ratio
2.53
2.53
0
1
1.5
3
3
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
1.21
1.21
0
0.3
0.6
2
2
Calmar Ratio
1.81
1.81
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
14.04
High:
ENPH
28ENPHLow:
NIO
-3.16NIODetails
PEG Ratio
-18.96
High:PYPL
55.04PYPLLow:NIO
-125.34NIODetails
Price/Book
1.38
High:NIO
19.99NIOLow:
MSTR
0.87MSTRDetails
Price/Sales
3.08
High:MSTR
105.22MSTRLow:NIO
1.11NIODetails
Price/CF
23.94
High:MSTR
7,511.07MSTRLow:PYPL
10.02PYPLDetails
Price/FCF
27.26
High:MSTR
1,187.5MSTRLow:PYPL
11.57PYPLDetails
P/E Ratio
14.04
High:ENPH
28ENPHLow:NIO
-3.16NIODetails
PEG Ratio
-18.96
High:PYPL
55.04PYPLLow:NIO
-125.34NIODetails
Price/Book
1.38
High:NIO
19.99NIOLow:MSTR
0.87MSTRDetails
Price/Sales
3.08
High:MSTR
105.22MSTRLow:NIO
1.11NIODetails
Price/CF
23.94
High:MSTR
7,511.07MSTRLow:PYPL
10.02PYPLDetails
Price/FCF
27.26
High:MSTR
1,187.5MSTRLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.87% | Aug 2022 | Mar 2023 | 7 |
-12.18% | Oct 2025 | - | 4 |
-6.48% | Jun 2022 | Jul 2022 | 1 |
-6.13% | Dec 2024 | Feb 2025 | 2 |
-5.47% | Mar 2025 | May 2025 | 2 |
-4.51% | Sep 2023 | Nov 2023 | 2 |
-2.65% | Apr 2024 | May 2024 | 1 |
-2.52% | Jul 2024 | Sep 2024 | 2 |
-1.74% | Oct 2024 | Nov 2024 | 1 |
-0.5% | Apr 2023 | May 2023 | 1 |