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+0.92%
This Month
+10.68%
Year To Date
+187.94%
2 Years
+547.72%
5 Years
+2438.18%
10 Years
+24.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.01%
- 🖥️ Technology Services20.93%
- 💻 Electronic Technology17.93%
- 💼 Commercial Services11.98%
- 🛍️ Retail Trade8.69%
- 💇♀️ Consumer Services4.45%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.54%
- 🌍 Digital Currency36.01%
- 🇺🇸 NYSE16.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.99%
- 🇬🇧 United Kingdom11.98%
Dividends
Dividend Yield
0.32%
5 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RELX (2.14%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
27.08
27.08
-2
0
2
28
28
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.39
2.39
0
0.75
1.25
3
3
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
27.08
27.08
-2
0
2
28
28
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.39
2.39
0
0.75
1.25
3
3
Information Ratio
0.71
0.71
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
37
High:
COST
49.2COSTLow:
DIS
15.39DISDetails
PEG Ratio
212.89
High:
RELX
497.02RELXLow:DIS
10.1DISDetails
Price/Book
15.05
High:
NVDA
37.49NVDALow:DIS
1.72DISDetails
Price/Sales
11.61
High:NVDA
23.99NVDALow:COST
1.45COSTDetails
Price/CF
28.68
High:NVDA
54.84NVDALow:DIS
11.32DISDetails
Price/FCF
52.42
High:COST
74.2COSTLow:DIS
24.77DISDetails
P/E Ratio
37
High:COST
49.2COSTLow:DIS
15.39DISDetails
PEG Ratio
212.89
High:RELX
497.02RELXLow:DIS
10.1DISDetails
Price/Book
15.05
High:NVDA
37.49NVDALow:DIS
1.72DISDetails
Price/Sales
11.61
High:NVDA
23.99NVDALow:COST
1.45COSTDetails
Price/CF
28.68
High:NVDA
54.84NVDALow:DIS
11.32DISDetails
Price/FCF
52.42
High:COST
74.2COSTLow: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 |
-9.14% | Apr 2024 | May 2024 | 1 |
-7.12% | Sep 2021 | Oct 2021 | 1 |
-6.82% | Nov 2025 | - | 2 |
-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 |