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+1.64%
This Month
+1.64%
Year To Date
+117.49%
2 Years
+82.17%
5 Years
+82.17%
10 Years
+14.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.62%
- 💵 Cash29.36%
- 🪙 Cryptocurrencies27.17%
- 🖥️ Technology Services5.78%
- 💻 Electronic Technology4.08%
- 🛍️ Retail Trade1.95%
- 💰 Finance1.77%
- 🪨 Non Energy Minerals1.67%
- 🚗 Consumer Durables1%
- 💇♀️ Consumer Services0.64%
- ⛏️ Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency27.17%
- 🇺🇸 NYSE23.17%
- 🇺🇸 Nasdaq16.05%
- 🇬🇧 LSE8.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.43%
- 🇨🇦 Canada1.67%
- 🇱🇺 Luxembourg0.79%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
0.06%
12 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
2.64
2.64
-2
0
2
4.5
4.5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
2.64
2.64
-2
0
2
4.5
4.5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.16
High:
TSLA
280.13TSLALow:
CRWD
-350.43CRWDDetails
PEG Ratio
211.65
High:
V
1,166.53VLow:
OGZDL.L
0.01OGZDL.LDetails
Price/Book
11.54
High:
MA
60.55MALow:
MCD
-99.7MCDDetails
Price/Sales
7.63
High:
MSTR
106.4MSTRLow:
WMT
1.35WMTDetails
Price/CF
25.06
High:MSTR
7,511.07MSTRLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
62.2
High:MSTR
1,187.5MSTRLow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
36.16
High:TSLA
280.13TSLALow:CRWD
-350.43CRWDDetails
PEG Ratio
211.65
High:V
1,166.53VLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
11.54
High:MA
60.55MALow:MCD
-99.7MCDDetails
Price/Sales
7.63
High:MSTR
106.4MSTRLow:WMT
1.35WMTDetails
Price/CF
25.06
High:MSTR
7,511.07MSTRLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
62.2
High:MSTR
1,187.5MSTRLow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.49% | Nov 2021 | Mar 2024 | 28 |
-12.04% | Feb 2025 | May 2025 | 3 |
-9.42% | Apr 2024 | Jun 2024 | 2 |
-5.46% | Dec 2024 | Jan 2025 | 1 |
-4.29% | Oct 2025 | - | 4 |
-1.76% | Aug 2024 | Sep 2024 | 1 |