Loading...
+0.12%
This Month
-0.92%
Year To Date
+38.57%
2 Years
+58.15%
5 Years
+68.85%
10 Years
+9.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash81.95%
- 🪙 Cryptocurrencies10.78%
- 🖥️ Technology Services3.79%
- 💰 Finance1.31%
- 🛍️ Retail Trade0.92%
- 💻 Electronic Technology0.84%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency10.78%
- 🇺🇸 Nasdaq5.55%
- 🇺🇸 NYSE1.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.86%
Dividends
Dividend Yield
0.03%
4 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
-0.01
-0.01
-1
0.8
1.2
-1
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.23
2.23
0
1
2
3
3
Jensen's Alpha
6.66
6.66
-2
0
2
7
7
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
-62.09
-62.09
-63
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
2.18
2.18
0
0.3
0.6
3
3
Beta
-0.01
-0.01
-1
0.8
1.2
-1
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.23
2.23
0
1
2
3
3
Jensen's Alpha
6.66
6.66
-2
0
2
7
7
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
-62.09
-62.09
-63
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
2.18
2.18
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
29.11
High:
NFLX
38.66NFLXLow:
MSFT
25.27MSFTDetails
PEG Ratio
108.75
High:
MA
167.69MALow:
NVDA
55.55NVDADetails
Price/Book
9.54
High:MA
60.58MALow:
AMZN
5.45AMZNDetails
Price/Sales
8.47
High:NVDA
20.37NVDALow:AMZN
3.16AMZNDetails
Price/CF
25.38
High:NVDA
44.64NVDALow:AMZN
17.97AMZNDetails
Price/FCF
66.64
High:AMZN
325.85AMZNLow:MA
36.21MADetails
P/E Ratio
29.11
High:NFLX
38.66NFLXLow:MSFT
25.27MSFTDetails
PEG Ratio
108.75
High:MA
167.69MALow:NVDA
55.55NVDADetails
Price/Book
9.54
High:MA
60.58MALow:AMZN
5.45AMZNDetails
Price/Sales
8.47
High:NVDA
20.37NVDALow:AMZN
3.16AMZNDetails
Price/CF
25.38
High:NVDA
44.64NVDALow:AMZN
17.97AMZNDetails
Price/FCF
66.64
High:AMZN
325.85AMZNLow:MA
36.21MADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.3% | Dec 2023 | Jan 2024 | 1 |
-2.97% | Jun 2024 | Jul 2024 | 1 |
-2.61% | Feb 2025 | Mar 2025 | 1 |
-1.04% | Jan 2026 | - | 3 |
-0.67% | Sep 2023 | Oct 2023 | 1 |
-0.62% | Mar 2024 | Apr 2024 | 1 |