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+0.64%
This Month
-6.06%
Year To Date
+31.53%
2 Years
+31.53%
5 Years
+31.53%
10 Years
+21.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.05%
- 🖥️ Technology Services23.65%
- 🪙 Cryptocurrencies16.61%
- 🚗 Consumer Durables7.71%
- ⚡ Utilities6.04%
- 🪨 Non Energy Minerals5.74%
- 📊 ETFs4.65%
- 💰 Finance3.83%
- 🛠️ Producer Manufacturing2.11%
- 🛍️ Retail Trade1.59%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.12%
- 🇺🇸 NYSE31.26%
- 🌍 Digital Currency16.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.75%
- 🇹🇼 Taiwan6.82%
- 🇨🇦 Canada4.3%
- 🇳🇱 Netherlands1.86%
Dividends
Dividend Yield
0.15%
8 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
-0.95
-0.95
-2
0
2
4.5
4.5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
1.26
1.26
0
0.3
0.6
2
2
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
-0.95
-0.95
-2
0
2
4.5
4.5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
1.26
1.26
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
43.41
High:
DDOG
399.49DDOGLow:
BE
-432.61BEDetails
PEG Ratio
100.91
High:
JPM
1,118.42JPMLow:
OKLO
-140.49OKLODetails
Price/Book
16.03
High:BE
60.04BELow:
SOFI
2.27SOFIDetails
Price/Sales
13.46
High:
RGTI
770.27RGTILow:OKLO
-OKLODetails
Price/CF
37.03
High:
PLTR
214.31PLTRLow:JPM
8.75JPMDetails
Price/FCF
73.15
High:BE
407.26BELow:JPM
10.48JPMDetails
P/E Ratio
43.41
High:DDOG
399.49DDOGLow:BE
-432.61BEDetails
PEG Ratio
100.91
High:JPM
1,118.42JPMLow:OKLO
-140.49OKLODetails
Price/Book
16.03
High:BE
60.04BELow:SOFI
2.27SOFIDetails
Price/Sales
13.46
High:RGTI
770.27RGTILow:OKLO
-OKLODetails
Price/CF
37.03
High:PLTR
214.31PLTRLow:JPM
8.75JPMDetails
Price/FCF
73.15
High:BE
407.26BELow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.58% | Nov 2025 | - | 5 |
-14.1% | Feb 2025 | May 2025 | 3 |
-3.9% | Dec 2024 | Jan 2025 | 1 |