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+7.45%
This Month
-10.18%
Year To Date
-30.87%
2 Years
+446.43%
5 Years
+446.43%
10 Years
+58.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies65.56%
- 🛍️ Retail Trade16.59%
- 🖥️ Technology Services13.67%
- 🚗 Consumer Durables3.15%
- 💻 Electronic Technology0.82%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency65.56%
- 🇺🇸 Nasdaq34.22%
- 🇺🇸 NYSE0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.23%
Dividends
Dividend Yield
0%
1 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
4.13
4.13
0
0.8
1.2
0
5
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
10.81
10.81
-2
0
2
11
11
Omega Ratio
1.85
1.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
1.21
1.21
0
0.3
0.6
2
2
Beta
4.13
4.13
0
0.8
1.2
0
5
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
10.81
10.81
-2
0
2
11
11
Omega Ratio
1.85
1.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
1.21
1.21
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
84.54
High:
TSLA
376.2TSLALow:
MSTR
-4.48MSTRDetails
PEG Ratio
223.68
High:
CPRT
319.62CPRTLow:
SEZL
61.66SEZLDetails
Price/Book
14.23
High:NVDA
32.68NVDALow:MSTR
1.7MSTRDetails
Price/Sales
15.03
High:MSTR
122.44MSTRLow:
ADBE
4.31ADBEDetails
Price/CF
45.71
High:MSTR
7,511.07MSTRLow:SEZL
9.21SEZLDetails
Price/FCF
62.23
High:MSTR
1,187.5MSTRLow:SEZL
9.25SEZLDetails
P/E Ratio
84.54
High:TSLA
376.2TSLALow:MSTR
-4.48MSTRDetails
PEG Ratio
223.68
High:CPRT
319.62CPRTLow:SEZL
61.66SEZLDetails
Price/Book
14.23
High:NVDA
32.68NVDALow:MSTR
1.7MSTRDetails
Price/Sales
15.03
High:MSTR
122.44MSTRLow:ADBE
4.31ADBEDetails
Price/CF
45.71
High:MSTR
7,511.07MSTRLow:SEZL
9.21SEZLDetails
Price/FCF
62.23
High:MSTR
1,187.5MSTRLow:SEZL
9.25SEZLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.51% | Mar 2024 | Sep 2025 | 18 |
-46.45% | Oct 2025 | - | 8 |
-27.9% | Jan 2024 | Feb 2024 | 1 |
-23.51% | Dec 2022 | Mar 2023 | 3 |
-19.83% | Sep 2023 | Nov 2023 | 2 |