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+18.25%
This Month
+9.89%
Year To Date
+57.2%
2 Years
+56.77%
5 Years
+56.77%
10 Years
+10.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash76.5%
- 🪙 Cryptocurrencies8.67%
- 📊 ETFs7.24%
- 🖥️ Technology Services6.61%
- 🧩 Miscellaneous3.51%
- 💰 Finance1.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq11.1%
- 🌍 Digital Currency8.67%
- 🇺🇸 NYSE8.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.45%
Dividends
Dividend Yield
0%
0 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-2.1
-2.1
-3
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-2.1
-2.1
-3
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-21.69
High:
COIN
47COINLow:
HUT
-33.57HUTDetails
PEG Ratio
N/A
Details
Price/Book
2.08
High:HUT
5.8HUTLow:
MSTR
1.21MSTRDetails
Price/Sales
13.08
High:MSTR
105.23MSTRLow:
MARA
4.84MARADetails
Price/CF
45.04
High:MSTR
7,511.07MSTRLow:COIN
25COINDetails
Price/FCF
42.79
High:MSTR
1,187.5MSTRLow:COIN
25COINDetails
P/E Ratio
-21.69
High:COIN
47COINLow:HUT
-33.57HUTDetails
PEG Ratio
N/A
Details
Price/Book
2.08
High:HUT
5.8HUTLow:MSTR
1.21MSTRDetails
Price/Sales
13.08
High:MSTR
105.23MSTRLow:MARA
4.84MARADetails
Price/CF
45.04
High:MSTR
7,511.07MSTRLow:COIN
25COINDetails
Price/FCF
42.79
High:MSTR
1,187.5MSTRLow:COIN
25COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.02% | Nov 2021 | Mar 2024 | 28 |
-28.14% | Dec 2024 | Sep 2025 | 9 |
-18.21% | Nov 2025 | - | 6 |
-11.6% | Apr 2024 | Jun 2024 | 2 |
-7.63% | Aug 2024 | Oct 2024 | 2 |
-4.08% | Sep 2021 | Oct 2021 | 1 |