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+8.28%
This Month
+2.39%
Year To Date
+47.26%
2 Years
+74.26%
5 Years
+74.26%
10 Years
+12.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs70.87%
- 🪙 Cryptocurrencies18.32%
- 🖥️ Technology Services9.96%
- 💵 Cash0.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.51%
- 🇺🇸 NYSE36.31%
- 🌍 Digital Currency18.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.96%
Dividends
Dividend Yield
0.1%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ADP (3.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ADP | 0.1% | 3.08% | $5.45 |
Performance Metrics
Score 5.2/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
1.44
1.44
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
1.44
1.44
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.84
High:
FTNT
34.04FTNTLow:
ADBE
14.48ADBEDetails
PEG Ratio
271.61
High:FTNT
470.52FTNTLow:ADBE
113.97ADBEDetails
Price/Book
12.83
High:FTNT
49.59FTNTLow:ADBE
8.83ADBEDetails
Price/Sales
4.69
High:FTNT
9.09FTNTLow:ADP
3.86ADPDetails
Price/CF
15.07
High:FTNT
22.93FTNTLow:ADBE
10.26ADBEDetails
Price/FCF
18.03
High:ADP
49.89ADPLow:ADBE
10.45ADBEDetails
P/E Ratio
18.84
High:FTNT
34.04FTNTLow:ADBE
14.48ADBEDetails
PEG Ratio
271.61
High:FTNT
470.52FTNTLow:ADBE
113.97ADBEDetails
Price/Book
12.83
High:FTNT
49.59FTNTLow:ADBE
8.83ADBEDetails
Price/Sales
4.69
High:FTNT
9.09FTNTLow:ADP
3.86ADPDetails
Price/CF
15.07
High:FTNT
22.93FTNTLow:ADBE
10.26ADBEDetails
Price/FCF
18.03
High:ADP
49.89ADPLow:ADBE
10.45ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.09% | Apr 2022 | Jul 2023 | 15 |
-10.24% | Aug 2023 | Dec 2023 | 4 |
-8.96% | Oct 2025 | - | 7 |
-6.78% | Mar 2025 | May 2025 | 2 |
-4.81% | Sep 2021 | Dec 2021 | 3 |
-3.52% | Dec 2024 | Jan 2025 | 1 |
-2.78% | Jul 2025 | Aug 2025 | 1 |
-1.03% | Apr 2024 | May 2024 | 1 |
-0.99% | Jul 2024 | Aug 2024 | 1 |