Loading...
+0.15%
This Month
+0.15%
Year To Date
+52.34%
2 Years
+85.97%
5 Years
+152.49%
10 Years
+18.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash67.25%
- 🪙 Cryptocurrencies16.75%
- 🖥️ Technology Services4.88%
- 💰 Finance3.33%
- 🧩 Miscellaneous2.59%
- 💼 Commercial Services0.43%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency16.75%
- 🇺🇸 Nasdaq4.88%
- 🇬🇧 LSE3.33%
- 🇺🇸 NYSE3.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.89%
- 🇬🇧 United Kingdom3.33%
Dividends
Dividend Yield
0.02%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TPL (0.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TPL | 0.02% | 0.66% | $4.5 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
7.87
7.87
-2
0
2
8
8
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
7.87
7.87
-2
0
2
8
8
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-20.75
High:TPL
47.51TPLLow:
TTWO
-10.66TTWODetails
PEG Ratio
654.12
High:TPL
761.06TPLLow:
XYZ
7.08XYZDetails
Price/Book
9.23
High:TPL
16.52TPLLow:XYZ
1.7XYZDetails
Price/Sales
6.64
High:TPL
29.3TPLLow:XYZ
1.62XYZDetails
Price/CF
52.29
High:TTWO
133.26TTWOLow:
WISE.L
17.02WISE.LDetails
Price/FCF
67.81
High:TTWO
248.4TTWOLow:WISE.L
18WISE.LDetails
P/E Ratio
-20.75
High:TPL
47.51TPLLow:TTWO
-10.66TTWODetails
PEG Ratio
654.12
High:TPL
761.06TPLLow:XYZ
7.08XYZDetails
Price/Book
9.23
High:TPL
16.52TPLLow:XYZ
1.7XYZDetails
Price/Sales
6.64
High:TPL
29.3TPLLow:XYZ
1.62XYZDetails
Price/CF
52.29
High:TTWO
133.26TTWOLow:WISE.L
17.02WISE.LDetails
Price/FCF
67.81
High:TTWO
248.4TTWOLow:WISE.L
18WISE.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.36% | Jul 2021 | - | 55 |
-4.45% | Oct 2020 | Nov 2020 | 1 |
-0.29% | May 2021 | Jun 2021 | 1 |