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+3.69%
This Month
+3.69%
Year To Date
+254.42%
2 Years
+165.34%
5 Years
+115.68%
10 Years
+16.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies87.99%
- 💵 Cash7.75%
- 💰 Finance3.07%
- 🪨 Non Energy Minerals1.06%
- 🍞 Consumer Non Durables0.64%
- 🧬 Health Technology0.33%
- ⛏️ Energy Minerals0.32%
- 🚚 Transportation0.31%
- 📡 Communications0.29%
- 🖥️ Technology Services0.08%
- 🚗 Consumer Durables0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency87.99%
- 🇺🇸 NYSE5.8%
- 🇬🇧 LSE0.23%
- 🇺🇸 Nasdaq0.08%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom3.81%
- 🇺🇸 United States1.61%
- 🇮🇪 Ireland0.33%
- 🇰🇷 South Korea0.28%
- 🇮🇱 Israel0.08%
- 🇨🇳 China0.01%
Dividends
Dividend Yield
0.24%
10 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
2.38
2.38
0
0.8
1.2
0
3
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
76.64
76.64
-2
0
2
77
77
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
2.96
2.96
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
2.38
2.38
0
0.8
1.2
0
3
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
76.64
76.64
-2
0
2
77
77
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
2.96
2.96
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.39
High:
O
57.6OLow:
NIO
-3.14NIODetails
PEG Ratio
159.39
High:O
3,157.55OLow:NIO
-124.22NIODetails
Price/Book
2.04
High:NIO
19.85NIOLow:
MO
-38.81MODetails
Price/Sales
2.34
High:O
10.04OLow:
PDL.L
0.21PDL.LDetails
Price/CF
7
High:
ETOR
17.47ETORLow:PDL.L
1.13PDL.LDetails
Price/FCF
2.15
High:
RIO
147.72RIOLow:
LYG
0.87LYGDetails
P/E Ratio
14.39
High:O
57.6OLow:NIO
-3.14NIODetails
PEG Ratio
159.39
High:O
3,157.55OLow:NIO
-124.22NIODetails
Price/Book
2.04
High:NIO
19.85NIOLow:MO
-38.81MODetails
Price/Sales
2.34
High:O
10.04OLow:PDL.L
0.21PDL.LDetails
Price/CF
7
High:ETOR
17.47ETORLow:PDL.L
1.13PDL.LDetails
Price/FCF
2.15
High:RIO
147.72RIOLow:LYG
0.87LYGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.27% | May 2021 | Nov 2024 | 42 |
-39.51% | Feb 2025 | - | 12 |
-14.05% | Feb 2021 | Mar 2021 | 1 |