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-1.67%
This Month
+14.07%
Year To Date
+261.24%
2 Years
+941.49%
5 Years
+2515.85%
10 Years
+24.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.83%
- 💻 Electronic Technology17.36%
- 🖥️ Technology Services16.39%
- 💼 Commercial Services13.24%
- 🛍️ Retail Trade8.82%
- 💇♀️ Consumer Services3.36%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.57%
- 🌍 Digital Currency40.83%
- 🇺🇸 NYSE16.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.93%
- 🇬🇧 United Kingdom13.24%
Dividends
Dividend Yield
0.32%
5 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $RELX (1.88%)
Performance Metrics
Score 7.8/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
28.56
28.56
-2
0
2
29
29
Omega Ratio
2
2
0
1
1.5
2.5
2.5
Treynor Ratio
2.42
2.42
0
0.75
1.25
3
3
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
28.56
28.56
-2
0
2
29
29
Omega Ratio
2
2
0
1
1.5
2.5
2.5
Treynor Ratio
2.42
2.42
0
0.75
1.25
3
3
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.29
High:
NVDA
51.98NVDALow:
DIS
17.55DISDetails
PEG Ratio
250.06
High:
RELX
565.28RELXLow:DIS
12.13DISDetails
Price/Book
16
High:NVDA
44.41NVDALow:DIS
1.84DISDetails
Price/Sales
11.34
High:NVDA
27.12NVDALow:
COST
1.51COSTDetails
Price/CF
28.05
High:NVDA
55.25NVDALow:DIS
11.53DISDetails
Price/FCF
48.93
High:COST
74.2COSTLow:DIS
22.47DISDetails
P/E Ratio
38.29
High:NVDA
51.98NVDALow:DIS
17.55DISDetails
PEG Ratio
250.06
High:RELX
565.28RELXLow:DIS
12.13DISDetails
Price/Book
16
High:NVDA
44.41NVDALow:DIS
1.84DISDetails
Price/Sales
11.34
High:NVDA
27.12NVDALow:COST
1.51COSTDetails
Price/CF
28.05
High:NVDA
55.25NVDALow:DIS
11.53DISDetails
Price/FCF
48.93
High:COST
74.2COSTLow:DIS
22.47DISDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.45% | Dec 2021 | Dec 2023 | 24 |
-61.27% | Feb 2014 | Jun 2019 | 64 |
-40.29% | Jul 2019 | Aug 2020 | 13 |
-14.97% | Feb 2025 | May 2025 | 3 |
-9.14% | Apr 2024 | May 2024 | 1 |
-7.12% | Sep 2021 | Oct 2021 | 1 |
-4.24% | Jul 2024 | Oct 2024 | 3 |
-3.09% | Aug 2025 | Sep 2025 | 1 |
-2.83% | Sep 2020 | Oct 2020 | 1 |
-1.8% | Dec 2024 | Jan 2025 | 1 |
-1.67% | Oct 2025 | - | 1 |
-0.68% | Mar 2021 | Apr 2021 | 1 |
-0.29% | May 2021 | Jun 2021 | 1 |