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-3.7%
This Month
-5.65%
Year To Date
+37.82%
2 Years
+28.42%
5 Years
+1.27%
10 Years
+0.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.72%
- 💻 Electronic Technology12.8%
- 🖥️ Technology Services10.27%
- 🧬 Health Technology8.06%
- 🪙 Cryptocurrencies6.33%
- 🛠️ Producer Manufacturing5.74%
- 🛍️ Retail Trade2.75%
- 🚗 Consumer Durables2.29%
- 🍞 Consumer Non Durables1.83%
- 💼 Commercial Services1.71%
- 💰 Finance1.22%
- 💵 Cash0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.15%
- 🇺🇸 NYSE34.54%
- 🌍 Digital Currency6.33%
- 🇬🇧 LSE1.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.35%
- 🇹🇼 Taiwan3.39%
- 🇳🇱 Netherlands2.41%
- 🇨🇭 Switzerland1.83%
- 🇬🇧 United Kingdom1.71%
Dividends
Dividend Yield
0.16%
7 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARES (4.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-13.49
-13.49
-14
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-13.49
-13.49
-14
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.21
0.21
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.77
High:
TSLA
377.27TSLALow:
AKBA
-69.44AKBADetails
PEG Ratio
114.61
High:
INOD
1,338.89INODLow:AKBA
-73.28AKBADetails
Price/Book
11.26
High:
APP
76.52APPLow:
CRMD
1.49CRMDDetails
Price/Sales
9.36
High:
RGTI
770.27RGTILow:
DFTX
-DFTXDetails
Price/CF
27.42
High:TSLA
107.92TSLALow:AKBA
6.28AKBADetails
Price/FCF
69.87
High:
AMZN
325.85AMZNLow:AKBA
6.31AKBADetails
P/E Ratio
34.77
High:TSLA
377.27TSLALow:AKBA
-69.44AKBADetails
PEG Ratio
114.61
High:INOD
1,338.89INODLow:AKBA
-73.28AKBADetails
Price/Book
11.26
High:APP
76.52APPLow:CRMD
1.49CRMDDetails
Price/Sales
9.36
High:RGTI
770.27RGTILow:DFTX
-DFTXDetails
Price/CF
27.42
High:TSLA
107.92TSLALow:AKBA
6.28AKBADetails
Price/FCF
69.87
High:AMZN
325.85AMZNLow:AKBA
6.31AKBADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.79% | Feb 2019 | Nov 2024 | 69 |
-20.77% | Feb 2025 | Jul 2025 | 5 |
-12.28% | Nov 2025 | - | 5 |
-4.06% | Dec 2024 | Jan 2025 | 1 |