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+8.72%
This Month
+8.72%
Year To Date
+75.38%
2 Years
+75.38%
5 Years
+75.38%
10 Years
+52.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.41%
- 💵 Cash20.8%
- 💰 Finance13.85%
- 🪙 Cryptocurrencies13.35%
- 🚗 Consumer Durables5.72%
- 🛠️ Producer Manufacturing4.87%
- 🏥 Health Services3.39%
- 💻 Electronic Technology3.02%
- 🪨 Non Energy Minerals2.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.91%
- 🇺🇸 NYSE23.63%
- 🌍 Digital Currency13.35%
- 🇭🇰 Hong Kong Exchanges3.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.78%
- 🇦🇺 Australia13.96%
- 🇳🇱 Netherlands4.35%
- 🇨🇳 China3.02%
- 🇨🇦 Canada1.45%
Dividends
Dividend Yield
0%
1 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMNR (0.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMNR | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
10.22
10.22
-2
0
2
11
11
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.7
1.7
0
0.3
0.6
2
2
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
10.22
10.22
-2
0
2
11
11
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.7
1.7
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
39.32
High:
NBIS
109.56NBISLow:
UAMY
-236.59UAMYDetails
PEG Ratio
-352.86
High:
HIMS
188.27HIMSLow:UAMY
-24,250.72UAMYDetails
Price/Book
2.94
High:UAMY
17.6UAMYLow:
USAR
-47.34USARDetails
Price/Sales
6.78
High:BMNR
1,342.6BMNRLow:USAR
-USARDetails
Price/CF
35.93
High:
MSTR
7,511.07MSTRLow:BMNR
19BMNRDetails
Price/FCF
55.45
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
P/E Ratio
39.32
High:NBIS
109.56NBISLow:UAMY
-236.59UAMYDetails
PEG Ratio
-352.86
High:HIMS
188.27HIMSLow:UAMY
-24,250.72UAMYDetails
Price/Book
2.94
High:UAMY
17.6UAMYLow:USAR
-47.34USARDetails
Price/Sales
6.78
High:BMNR
1,342.6BMNRLow:USAR
-USARDetails
Price/CF
35.93
High:MSTR
7,511.07MSTRLow:BMNR
19BMNRDetails
Price/FCF
55.45
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.36% | Dec 2024 | Jun 2025 | 6 |
-17.59% | Nov 2025 | - | 3 |
-3.97% | Jul 2025 | Aug 2025 | 1 |
-0.58% | Jul 2024 | Aug 2024 | 1 |