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-5.72%
This Month
-4%
Year To Date
+17.05%
2 Years
+40.42%
5 Years
+40.42%
10 Years
+15.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash42.06%
- 🪙 Cryptocurrencies28.01%
- 🖥️ Technology Services18.72%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency28.01%
- 🇺🇸 Nasdaq18.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.72%
Dividends
Dividend Yield
0.16%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.16% | 0.87% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
-5.99
-5.99
-6
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
1.49
1.49
0
0.3
0.6
2
2
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
-5.99
-5.99
-6
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
1.49
1.49
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
25.3
High:MSFT
25.3MSFTLow:MSFT
25.3MSFTDetails
PEG Ratio
88.47
High:MSFT
88.47MSFTLow:MSFT
88.47MSFTDetails
Price/Book
7.69
High:MSFT
7.69MSFTLow:MSFT
7.69MSFTDetails
Price/Sales
9.88
High:MSFT
9.88MSFTLow:MSFT
9.88MSFTDetails
Price/CF
22.48
High:MSFT
22.48MSFTLow:MSFT
22.48MSFTDetails
Price/FCF
69.19
High:MSFT
69.19MSFTLow:MSFT
69.19MSFTDetails
P/E Ratio
25.3
High:MSFT
25.3MSFTLow:MSFT
25.3MSFTDetails
PEG Ratio
88.47
High:MSFT
88.47MSFTLow:MSFT
88.47MSFTDetails
Price/Book
7.69
High:MSFT
7.69MSFTLow:MSFT
7.69MSFTDetails
Price/Sales
9.88
High:MSFT
9.88MSFTLow:MSFT
9.88MSFTDetails
Price/CF
22.48
High:MSFT
22.48MSFTLow:MSFT
22.48MSFTDetails
Price/FCF
69.19
High:MSFT
69.19MSFTLow:MSFT
69.19MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.85% | Sep 2023 | Nov 2023 | 2 |
-10.25% | Feb 2025 | Sep 2025 | 7 |
-8.05% | Jul 2024 | Nov 2024 | 4 |
-6.23% | Nov 2025 | - | 4 |
-3.35% | Dec 2024 | Jan 2025 | 1 |
-2.19% | Apr 2024 | May 2024 | 1 |
-0.52% | Jan 2024 | Feb 2024 | 1 |