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+2.81%
This Month
-1.92%
Year To Date
+179.53%
2 Years
+163.34%
5 Years
+204.69%
10 Years
+23.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables47.48%
- 🪙 Cryptocurrencies24.9%
- 🖥️ Technology Services21.6%
- 💵 Cash4.45%
- 💻 Electronic Technology2.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.88%
- 🌍 Digital Currency24.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.88%
Dividends
Dividend Yield
0%
1 out of 6 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 5.9/10
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
12.32
12.32
-2
0
2
13
13
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
12.32
12.32
-2
0
2
13
13
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
132.65
High:
TSLA
306.67TSLALow:
MSTR
8.21MSTRDetails
PEG Ratio
9.02
High:
NVDA
74.06NVDALow:MSTR
0.59MSTRDetails
Price/Book
16.24
High:NVDA
35.78NVDALow:MSTR
0.97MSTRDetails
Price/Sales
17.76
High:MSTR
117.17MSTRLow:TSLA
16.92TSLADetails
Price/CF
90.44
High:MSTR
7,511.07MSTRLow:NVDA
54.84NVDADetails
Price/FCF
165.62
High:MSTR
1,187.5MSTRLow:NVDA
59.73NVDADetails
P/E Ratio
132.65
High:TSLA
306.67TSLALow:MSTR
8.21MSTRDetails
PEG Ratio
9.02
High:NVDA
74.06NVDALow:MSTR
0.59MSTRDetails
Price/Book
16.24
High:NVDA
35.78NVDALow:MSTR
0.97MSTRDetails
Price/Sales
17.76
High:MSTR
117.17MSTRLow:TSLA
16.92TSLADetails
Price/CF
90.44
High:MSTR
7,511.07MSTRLow:NVDA
54.84NVDADetails
Price/FCF
165.62
High:MSTR
1,187.5MSTRLow:NVDA
59.73NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.19% | Feb 2021 | Feb 2024 | 36 |
-27.86% | Dec 2024 | Sep 2025 | 9 |
-22.81% | Apr 2024 | Jul 2024 | 3 |
-21.17% | Oct 2025 | - | 3 |
-14.18% | Aug 2024 | Sep 2024 | 1 |
-7.78% | Oct 2020 | Nov 2020 | 1 |
-5.4% | Dec 2020 | Jan 2021 | 1 |