Loading...
-0.67%
This Month
-7.39%
Year To Date
+48.33%
2 Years
+48.33%
5 Years
+48.33%
10 Years
+30.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.28%
- 📊 ETFs14.2%
- 🪙 Cryptocurrencies14.18%
- 💰 Finance13.13%
- 🛍️ Retail Trade11.17%
- 💇♀️ Consumer Services9.62%
- 💻 Electronic Technology5.49%
- 🏭 Industrial Services3.52%
- 💼 Commercial Services0.92%
- 🧬 Health Technology0.49%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.45%
- 🇺🇸 NYSE42.37%
- 🌍 Digital Currency14.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.03%
- 🇨🇦 Canada3.47%
- 🇸🇬 Singapore3.2%
- 🇬🇧 United Kingdom0.92%
Dividends
Dividend Yield
0.7%
7 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ET (7.06%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.9
1.9
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
2.46
2.46
-2
0
2
4.5
4.5
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
2
2
Beta
1.9
1.9
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
2.46
2.46
-2
0
2
4.5
4.5
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
27.22
High:
CPNG
170.38CPNGLow:
APLD
-52.68APLDDetails
PEG Ratio
54.33
High:CPNG
496.6CPNGLow:APLD
-76.82APLDDetails
Price/Book
4.53
High:
AVGO
18.52AVGOLow:
SBUX
-13.19SBUXDetails
Price/Sales
5.03
High:APLD
28.21APLDLow:
TNYA
-TNYADetails
Price/CF
18.74
High:
FIG
76.48FIGLow:
TD
5.48TDDetails
Price/FCF
56.99
High:SBUX
1,256.06SBUXLow:TD
6.9TDDetails
P/E Ratio
27.22
High:CPNG
170.38CPNGLow:APLD
-52.68APLDDetails
PEG Ratio
54.33
High:CPNG
496.6CPNGLow:APLD
-76.82APLDDetails
Price/Book
4.53
High:AVGO
18.52AVGOLow:SBUX
-13.19SBUXDetails
Price/Sales
5.03
High:APLD
28.21APLDLow:TNYA
-TNYADetails
Price/CF
18.74
High:FIG
76.48FIGLow:TD
5.48TDDetails
Price/FCF
56.99
High:SBUX
1,256.06SBUXLow:TD
6.9TDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.09% | Jan 2025 | Jul 2025 | 6 |
-10.32% | Nov 2025 | - | 5 |
-1.02% | Oct 2024 | Nov 2024 | 1 |