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+2.47%
This Month
-7.2%
Year To Date
+60.01%
2 Years
+137.08%
5 Years
+137.08%
10 Years
+27.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services57.72%
- 🚗 Consumer Durables14.93%
- 💻 Electronic Technology12.69%
- 🛍️ Retail Trade10.61%
- 💰 Finance3.43%
- 💵 Cash0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq89.22%
- 🇺🇸 NYSE10.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.38%
Dividends
Dividend Yield
0.11%
5 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.86%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
6.53
6.53
-2
0
2
7
7
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.22
1.22
0
0.3
0.6
2
2
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
6.53
6.53
-2
0
2
7
7
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.22
1.22
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
36.45
High:
TSLA
377.27TSLALow:
NET
-631.21NETDetails
PEG Ratio
77.59
High:
AMZN
104.35AMZNLow:
BMNR
-32.45BMNRDetails
Price/Book
9.6
High:
PLTR
49.59PLTRLow:BMNR
0.77BMNRDetails
Price/Sales
8.56
High:BMNR
956.99BMNRLow:AMZN
3.29AMZNDetails
Price/CF
27.78
High:
MSTR
7,511.07MSTRLow:
META
14.62METADetails
Price/FCF
78.55
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
P/E Ratio
36.45
High:TSLA
377.27TSLALow:NET
-631.21NETDetails
PEG Ratio
77.59
High:AMZN
104.35AMZNLow:BMNR
-32.45BMNRDetails
Price/Book
9.6
High:PLTR
49.59PLTRLow:BMNR
0.77BMNRDetails
Price/Sales
8.56
High:BMNR
956.99BMNRLow:AMZN
3.29AMZNDetails
Price/CF
27.78
High:MSTR
7,511.07MSTRLow:META
14.62METADetails
Price/FCF
78.55
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.11% | Aug 2022 | Mar 2023 | 7 |
-18.27% | Nov 2025 | - | 5 |
-16.25% | Feb 2025 | May 2025 | 3 |
-11.79% | Aug 2023 | Nov 2023 | 3 |
-8.97% | Jun 2022 | Jul 2022 | 1 |
-6.95% | Apr 2024 | May 2024 | 1 |
-2.17% | Apr 2023 | May 2023 | 1 |
-1.99% | Dec 2024 | Jan 2025 | 1 |
-1.23% | Jan 2024 | Feb 2024 | 1 |
-0.47% | Aug 2024 | Sep 2024 | 1 |