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+2.13%
This Month
+12.4%
Year To Date
+282.14%
2 Years
+1002.36%
5 Years
+2477.74%
10 Years
+24.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies42.58%
- 💻 Electronic Technology16.44%
- 🖥️ Technology Services15.02%
- 💼 Commercial Services13.62%
- 🛍️ Retail Trade9.13%
- 💵 Cash4.92%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency42.58%
- 🇺🇸 Nasdaq40.59%
- 🇺🇸 NYSE13.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.59%
- 🇬🇧 United Kingdom13.62%
Dividends
Dividend Yield
0.35%
4 out of 5 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $RELX (1.85%)
Performance Metrics
Score 7.7/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
27.54
27.54
-2
0
2
28
28
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
27.54
27.54
-2
0
2
28
28
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.08
High:
COST
54.22COSTLow:
GOOG
24.78GOOGDetails
PEG Ratio
285.05
High:COST
582.23COSTLow:GOOG
71.79GOOGDetails
Price/Book
15.73
High:
NVDA
41.74NVDALow:GOOG
7.76GOOGDetails
Price/Sales
10.72
High:NVDA
25.49NVDALow:COST
1.58COSTDetails
Price/CF
28.98
High:NVDA
55.25NVDALow:GOOG
16.18GOOGDetails
Price/FCF
49.77
High:COST
77.67COSTLow:GOOG
38.06GOOGDetails
P/E Ratio
36.08
High:COST
54.22COSTLow:GOOG
24.78GOOGDetails
PEG Ratio
285.05
High:COST
582.23COSTLow:GOOG
71.79GOOGDetails
Price/Book
15.73
High:NVDA
41.74NVDALow:GOOG
7.76GOOGDetails
Price/Sales
10.72
High:NVDA
25.49NVDALow:COST
1.58COSTDetails
Price/CF
28.98
High:NVDA
55.25NVDALow:GOOG
16.18GOOGDetails
Price/FCF
49.77
High:COST
77.67COSTLow:GOOG
38.06GOOGDetails
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 | - | 2 |
-2.83% | Sep 2020 | Oct 2020 | 1 |
-1.8% | Dec 2024 | Jan 2025 | 1 |
-0.68% | Mar 2021 | Apr 2021 | 1 |
-0.29% | May 2021 | Jun 2021 | 1 |