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+1.44%
This Month
+1.44%
Year To Date
+148.94%
2 Years
+397.16%
5 Years
+2382.94%
10 Years
+23.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.37%
- 🖥️ Technology Services21.49%
- 💻 Electronic Technology17.85%
- 💼 Commercial Services12.14%
- 🛍️ Retail Trade9.48%
- 💇♀️ Consumer Services3.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.83%
- 🌍 Digital Currency35.37%
- 🇺🇸 NYSE15.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.49%
- 🇬🇧 United Kingdom12.14%
Dividends
Dividend Yield
0.32%
5 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RELX (2.15%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.86
1.86
0
1
2
3
3
Jensen's Alpha
25.52
25.52
-2
0
2
26
26
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.34
2.34
0
0.75
1.25
3
3
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.86
1.86
0
1
2
3
3
Jensen's Alpha
25.52
25.52
-2
0
2
26
26
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.34
2.34
0
0.75
1.25
3
3
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.72
High:
COST
51.65COSTLow:
DIS
16.1DISDetails
PEG Ratio
224.2
High:COST
539.35COSTLow:DIS
10.57DISDetails
Price/Book
14.93
High:
NVDA
36.4NVDALow:DIS
1.8DISDetails
Price/Sales
11.36
High:NVDA
23.3NVDALow:COST
1.53COSTDetails
Price/CF
28.17
High:NVDA
54.84NVDALow:DIS
11.32DISDetails
Price/FCF
52.07
High:NVDA
59.73NVDALow:DIS
24.77DISDetails
P/E Ratio
36.72
High:COST
51.65COSTLow:DIS
16.1DISDetails
PEG Ratio
224.2
High:COST
539.35COSTLow:DIS
10.57DISDetails
Price/Book
14.93
High:NVDA
36.4NVDALow:DIS
1.8DISDetails
Price/Sales
11.36
High:NVDA
23.3NVDALow:COST
1.53COSTDetails
Price/CF
28.17
High:NVDA
54.84NVDALow:DIS
11.32DISDetails
Price/FCF
52.07
High:NVDA
59.73NVDALow:DIS
24.77DISDetails
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 |
-9.32% | Nov 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 |
-0.68% | Mar 2021 | Apr 2021 | 1 |
-0.29% | May 2021 | Jun 2021 | 1 |