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+1.31%
This Month
+13.67%
Year To Date
+25.23%
2 Years
-18.69%
5 Years
+81.11%
10 Years
+8.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies31.67%
- 💻 Electronic Technology28.35%
- 💵 Cash10.63%
- 📊 ETFs10.26%
- 💼 Commercial Services9.24%
- 💇♀️ Consumer Services7.2%
- ⛏️ Energy Minerals2.84%
- 🛍️ Retail Trade2.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.7%
- 🌍 Digital Currency31.67%
- 🇺🇸 NYSE12.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.42%
- 🇳🇱 Netherlands17.13%
- 🇨🇦 Canada9.24%
Dividends
Dividend Yield
0.37%
4 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LMT | Pay Day | Dec 30, 2025 | $3.45 |
Performance Metrics
Score 3.7/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-1.58
-1.58
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-1.58
-1.58
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.14
High:
SHOP
120.24SHOPLow:
NOC
20.45NOCDetails
PEG Ratio
152.38
High:SHOP
431.18SHOPLow:
ENPH
9.81ENPHDetails
Price/Book
10.31
High:
ASML
18.77ASMLLow:
OXY
1.45OXYDetails
Price/Sales
5.56
High:SHOP
20.15SHOPLow:
LMT
1.52LMTDetails
Price/CF
24.9
High:SHOP
101.93SHOPLow:OXY
4.21OXYDetails
Price/FCF
70.71
High:
AMZN
225.5AMZNLow:
ABNB
16.62ABNBDetails
P/E Ratio
38.14
High:SHOP
120.24SHOPLow:NOC
20.45NOCDetails
PEG Ratio
152.38
High:SHOP
431.18SHOPLow:ENPH
9.81ENPHDetails
Price/Book
10.31
High:ASML
18.77ASMLLow:OXY
1.45OXYDetails
Price/Sales
5.56
High:SHOP
20.15SHOPLow:LMT
1.52LMTDetails
Price/CF
24.9
High:SHOP
101.93SHOPLow:OXY
4.21OXYDetails
Price/FCF
70.71
High:AMZN
225.5AMZNLow:ABNB
16.62ABNBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.12% | Feb 2021 | - | 59 |
-20.88% | Dec 2018 | Jan 2019 | 1 |
-19.98% | May 2019 | Jun 2019 | 1 |
-9.39% | Feb 2019 | Apr 2019 | 2 |
-6.93% | Aug 2019 | Nov 2019 | 3 |
-5.61% | Apr 2020 | Jun 2020 | 2 |
-3.71% | Sep 2020 | Oct 2020 | 1 |
-2.65% | Feb 2020 | Mar 2020 | 1 |