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-1.02%
This Month
+12.9%
Year To Date
+50.57%
2 Years
+36.97%
5 Years
+36.97%
10 Years
+10.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.33%
- 💻 Electronic Technology22%
- 🖥️ Technology Services21.37%
- 💵 Cash6.93%
- ⚡ Utilities4.12%
- 🛍️ Retail Trade3.04%
- 🏭 Industrial Services0.73%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.33%
- 🇺🇸 Nasdaq38.75%
- 🇺🇸 NYSE12.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.22%
- 🇹🇼 Taiwan5.97%
- 🇦🇺 Australia1.06%
Dividends
Dividend Yield
0.24%
6 out of 22 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NEE (2.78%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.4/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-8.59
-8.59
-9
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-8.59
-8.59
-9
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.22
High:
PLTR
429.3PLTRLow:
IONQ
-9.4IONQDetails
PEG Ratio
191.28
High:
META
462.29METALow:
IREN
3.07IRENDetails
Price/Book
11.94
High:PLTR
66.38PLTRLow:
DOCN
-62.62DOCNDetails
Price/Sales
10.79
High:IONQ
185.75IONQLow:
SMCI
1.02SMCIDetails
Price/CF
25.68
High:PLTR
258.05PLTRLow:DOCN
11.14DOCNDetails
Price/FCF
60.82
High:
NEE
2,356.18NEELow:DOCN
21.58DOCNDetails
P/E Ratio
35.22
High:PLTR
429.3PLTRLow:IONQ
-9.4IONQDetails
PEG Ratio
191.28
High:META
462.29METALow:IREN
3.07IRENDetails
Price/Book
11.94
High:PLTR
66.38PLTRLow:DOCN
-62.62DOCNDetails
Price/Sales
10.79
High:IONQ
185.75IONQLow:SMCI
1.02SMCIDetails
Price/CF
25.68
High:PLTR
258.05PLTRLow:DOCN
11.14DOCNDetails
Price/FCF
60.82
High:NEE
2,356.18NEELow:DOCN
21.58DOCNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.37% | Feb 2025 | Jun 2025 | 4 |
-12.42% | Feb 2023 | Feb 2024 | 12 |
-12.03% | Nov 2025 | - | 2 |
-10.04% | Apr 2024 | Jun 2024 | 2 |
-3.52% | Aug 2025 | Sep 2025 | 1 |
-3.42% | Dec 2022 | Jan 2023 | 1 |
-2.6% | Jul 2024 | Oct 2024 | 3 |
-1.25% | Dec 2024 | Jan 2025 | 1 |