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+0.28%
This Month
+0.28%
Year To Date
+55.11%
2 Years
+93.67%
5 Years
+124.48%
10 Years
+16.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.02%
- 💰 Finance16.85%
- 📊 ETFs16.66%
- 💵 Cash11.19%
- 🚗 Consumer Durables6.96%
- 🛍️ Retail Trade1.14%
- ⛏️ Energy Minerals0.63%
- 🖥️ Technology Services0.22%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.02%
- 🇺🇸 NYSE34.14%
- 🇺🇸 Nasdaq8.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.8%
Dividends
Dividend Yield
0.97%
6 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARI (9.98%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
1.53
1.53
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
1.53
1.53
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
90
High:
TSLA
280.13TSLALow:
MPW
-4.36MPWDetails
PEG Ratio
970.39
High:
O
3,157.55OLow:MPW
-5.94MPWDetails
Price/Book
10.54
High:
AMT
21.06AMTLow:MPW
0.66MPWDetails
Price/Sales
8.82
High:TSLA
15.46TSLALow:
DVN
1.35DVNDetails
Price/CF
42.44
High:TSLA
99.57TSLALow:DVN
3.2DVNDetails
Price/FCF
193.59
High:TSLA
229.45TSLALow:DVN
9.74DVNDetails
P/E Ratio
90
High:TSLA
280.13TSLALow:MPW
-4.36MPWDetails
PEG Ratio
970.39
High:O
3,157.55OLow:MPW
-5.94MPWDetails
Price/Book
10.54
High:AMT
21.06AMTLow:MPW
0.66MPWDetails
Price/Sales
8.82
High:TSLA
15.46TSLALow:DVN
1.35DVNDetails
Price/CF
42.44
High:TSLA
99.57TSLALow:DVN
3.2DVNDetails
Price/FCF
193.59
High:TSLA
229.45TSLALow:DVN
9.74DVNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.83% | Jul 2021 | Feb 2024 | 31 |
-20.84% | Apr 2020 | Nov 2020 | 7 |
-18.14% | Dec 2024 | Jul 2025 | 7 |
-14.64% | Oct 2025 | - | 4 |
-4.93% | Aug 2024 | Sep 2024 | 1 |
-4.86% | Apr 2024 | May 2024 | 1 |
-1.18% | Oct 2024 | Nov 2024 | 1 |
-0.59% | Jun 2024 | Jul 2024 | 1 |