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+0.88%
This Month
+0.88%
Year To Date
+56.33%
2 Years
+110.53%
5 Years
+110.53%
10 Years
+25.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies84.89%
- 💻 Electronic Technology7.45%
- 🖥️ Technology Services4.79%
- 💵 Cash1.17%
- 🛍️ Retail Trade0.69%
- 💇♀️ Consumer Services0.52%
- ⛏️ Energy Minerals0.29%
- 🧬 Health Technology0.28%
- 🪨 Non Energy Minerals0.25%
- 🚗 Consumer Durables0.1%
- 💰 Finance0.06%
- ⚡ Utilities0.04%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency84.89%
- 🇺🇸 Nasdaq12.98%
- 🇦🇺 Sydney0.52%
- 🇺🇸 NYSE0.35%
- 🇩🇰 Copenhagen Stock Exchange0.28%
- 🇭🇰 Hong Kong Exchanges0.25%
- 🇩🇪 FRA0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.33%
- 🇦🇺 Australia0.52%
- 🇩🇰 Denmark0.28%
- 🇨🇳 China0.25%
- 🇩🇪 Germany0.1%
Dividends
Dividend Yield
0.06%
10 out of 48 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PAH3.DE (5.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
11.62
11.62
-2
0
2
12
12
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
11.62
11.62
-2
0
2
12
12
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.02
High:
PLTR
394.13PLTRLow:
DMP.ASX
-516.13DMP.ASXDetails
PEG Ratio
113.92
High:
META
433.38METALow:
3323.HK
0.543323.HKDetails
Price/Book
18.08
High:PLTR
60.95PLTRLow:
IRBTQ
-0.17IRBTQDetails
Price/Sales
14.52
High:PLTR
111.21PLTRLow:IRBTQ
0.01IRBTQDetails
Price/CF
34.8
High:PLTR
258.05PLTRLow:3323.HK
1.563323.HKDetails
Price/FCF
59.32
High:IRBTQ
442.64IRBTQLow:
CACC
4.92CACCDetails
P/E Ratio
40.02
High:PLTR
394.13PLTRLow:DMP.ASX
-516.13DMP.ASXDetails
PEG Ratio
113.92
High:META
433.38METALow:3323.HK
0.543323.HKDetails
Price/Book
18.08
High:PLTR
60.95PLTRLow:IRBTQ
-0.17IRBTQDetails
Price/Sales
14.52
High:PLTR
111.21PLTRLow:IRBTQ
0.01IRBTQDetails
Price/CF
34.8
High:PLTR
258.05PLTRLow:3323.HK
1.563323.HKDetails
Price/FCF
59.32
High:IRBTQ
442.64IRBTQLow:CACC
4.92CACCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.08% | Feb 2025 | Jul 2025 | 5 |
-28% | Oct 2025 | - | 4 |
-26.26% | Apr 2024 | Nov 2024 | 7 |
-22.61% | Aug 2022 | Jul 2023 | 11 |
-10.43% | Aug 2023 | Oct 2023 | 2 |
-7.56% | Dec 2024 | Jan 2025 | 1 |
-4.51% | Jan 2024 | Feb 2024 | 1 |
-1.68% | Aug 2025 | Sep 2025 | 1 |