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-14.74%
This Month
-0.6%
Year To Date
+34.97%
2 Years
+37.63%
5 Years
+180.69%
10 Years
+16.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services50.67%
- 🪙 Cryptocurrencies25.34%
- 💵 Cash15.9%
- 🚗 Consumer Durables1.88%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.5%
- 🌍 Digital Currency25.34%
- 🇺🇸 NYSE18.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.67%
- 🇯🇵 Japan1.88%
Dividends
Dividend Yield
0.33%
4 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TM (3.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM | Pay Day | Jul 2, 2026 | $0.44 |
Performance Metrics
Score 6.6/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
5.3
5.3
-2
0
2
6
6
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.46
1.46
0
1
2
3
3
Jensen's Alpha
5.3
5.3
-2
0
2
6
6
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.02
High:
ORCL
42.43ORCLLow:
TM
9.17TMDetails
PEG Ratio
98.68
High:ORCL
142.34ORCLLow:CRM
63.81CRMDetails
Price/Book
7.45
High:ORCL
20.26ORCLLow:TM
0.93TMDetails
Price/Sales
8.44
High:ORCL
10.74ORCLLow:TM
0.7TMDetails
Price/CF
15.56
High:ORCL
18.01ORCLLow:TM
7.42TMDetails
Price/FCF
45.93
High:ORCL
348.36ORCLLow:TM
8.98TMDetails
P/E Ratio
25.02
High:ORCL
42.43ORCLLow:TM
9.17TMDetails
PEG Ratio
98.68
High:ORCL
142.34ORCLLow:CRM
63.81CRMDetails
Price/Book
7.45
High:ORCL
20.26ORCLLow:TM
0.93TMDetails
Price/Sales
8.44
High:ORCL
10.74ORCLLow:TM
0.7TMDetails
Price/CF
15.56
High:ORCL
18.01ORCLLow:TM
7.42TMDetails
Price/FCF
45.93
High:ORCL
348.36ORCLLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.13% | Sep 2021 | May 2024 | 32 |
-14.74% | Jun 2026 | - | 1 |
-11.29% | Oct 2019 | Apr 2020 | 6 |
-9.51% | Jan 2026 | Apr 2026 | 3 |
-3.82% | Jul 2019 | Aug 2019 | 1 |
-3.14% | Jun 2020 | Aug 2020 | 2 |
-1.02% | Nov 2024 | Apr 2025 | 5 |
-0.81% | Aug 2025 | Sep 2025 | 1 |
-0.59% | Nov 2025 | Dec 2025 | 1 |