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+0.73%
This Month
+30.03%
Year To Date
+44.3%
2 Years
+142.85%
5 Years
+140.45%
10 Years
+7.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services47.24%
- 🪙 Cryptocurrencies32.77%
- 🧬 Health Technology19.71%
- 💵 Cash0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE66.95%
- 🌍 Digital Currency32.77%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom47.24%
- 🇺🇸 United States19.71%
Dividends
Dividend Yield
0.52%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABBV (2.62%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBV | 0.52% | 2.62% | $6.06 |
Performance Metrics
Score 5.7/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
2.87
2.87
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
2.87
2.87
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
76.96
High:ABBV
74.78ABBVLow:
MANU
-154.99MANUDetails
PEG Ratio
-121.63
High:ABBV
109.72ABBVLow:MANU
-218.14MANUDetails
Price/Book
-88.76
High:MANU
16.06MANULow:ABBV
-78.75ABBVDetails
Price/Sales
7.17
High:ABBV
7.27ABBVLow:MANU
4.15MANUDetails
Price/CF
22.77
High:ABBV
22.85ABBVLow:MANU
19.14MANUDetails
Price/FCF
69.29
High:ABBV
71.51ABBVLow:MANU
26.75MANUDetails
P/E Ratio
76.96
High:ABBV
74.78ABBVLow:MANU
-154.99MANUDetails
PEG Ratio
-121.63
High:ABBV
109.72ABBVLow:MANU
-218.14MANUDetails
Price/Book
-88.76
High:MANU
16.06MANULow:ABBV
-78.75ABBVDetails
Price/Sales
7.17
High:ABBV
7.27ABBVLow:MANU
4.15MANUDetails
Price/CF
22.77
High:ABBV
22.85ABBVLow:MANU
19.14MANUDetails
Price/FCF
69.29
High:ABBV
71.51ABBVLow:MANU
26.75MANUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.25% | Jun 2016 | Jun 2023 | 84 |
-9.66% | Oct 2025 | Apr 2026 | 6 |
-7.84% | Aug 2023 | Nov 2023 | 3 |
-4.29% | Jan 2024 | Apr 2024 | 3 |
-3.23% | Mar 2025 | May 2025 | 2 |
-2.68% | Dec 2024 | Feb 2025 | 2 |
-1.53% | Jun 2024 | Jul 2024 | 1 |
-1.29% | Aug 2024 | Sep 2024 | 1 |