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+0.89%
This Month
-14.12%
Year To Date
+14.15%
2 Years
+28.73%
5 Years
+242.5%
10 Years
+15.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.78%
- 💻 Electronic Technology18.56%
- 🖥️ Technology Services15.62%
- 📊 ETFs13.43%
- 💰 Finance11.76%
- 🛍️ Retail Trade6.52%
- 💇♀️ Consumer Services4.28%
- 💵 Cash2.64%
- 🚚 Transportation2.5%
- 🧪 Process Industries0.02%
- 🍞 Consumer Non Durables0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.2%
- 🇺🇸 Nasdaq31.88%
- 🌍 Digital Currency25.78%
- 🇺🇸 Chicago Board Options Exchange4.78%
- 🇫🇷 Euronext Paris3.45%
- 🇬🇧 LSE0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.66%
- 🇱🇺 Luxembourg5.48%
- 🇳🇱 Netherlands3.45%
- 🇬🇧 United Kingdom0.4%
- 🇨🇳 China0.27%
- 🇨🇦 Canada0.02%
Dividends
Dividend Yield
0.3%
8 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EZJ.L (3.11%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
0.61
0.61
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
0.61
0.61
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.75
High:
BA
119.9BALow:
NET
-631.21NETDetails
PEG Ratio
71.45
High:
AAPL
129.82AAPLLow:
LMND
-114.85LMNDDetails
Price/Book
9.12
High:NET
44.83NETLow:
BYND
-0.08BYNDDetails
Price/Sales
5.23
High:NET
30.1NETLow:BYND
0.21BYNDDetails
Price/CF
22.25
High:BA
163.87BALow:
EZJ.L
2.05EZJ.LDetails
Price/FCF
46.69
High:
BABA
1,196.17BABALow:EZJ.L
4.94EZJ.LDetails
P/E Ratio
29.75
High:BA
119.9BALow:NET
-631.21NETDetails
PEG Ratio
71.45
High:AAPL
129.82AAPLLow:LMND
-114.85LMNDDetails
Price/Book
9.12
High:NET
44.83NETLow:BYND
-0.08BYNDDetails
Price/Sales
5.23
High:NET
30.1NETLow:BYND
0.21BYNDDetails
Price/CF
22.25
High:BA
163.87BALow:EZJ.L
2.05EZJ.LDetails
Price/FCF
46.69
High:BABA
1,196.17BABALow:EZJ.L
4.94EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.74% | Nov 2021 | Nov 2024 | 36 |
-48.6% | Sep 2018 | Nov 2020 | 26 |
-26.58% | Feb 2018 | Aug 2018 | 6 |
-24.07% | Nov 2025 | - | 5 |
-18.87% | Feb 2025 | Jun 2025 | 4 |
-7.56% | May 2021 | Aug 2021 | 3 |
-5.44% | Sep 2021 | Oct 2021 | 1 |
-4.28% | Dec 2024 | Jan 2025 | 1 |
-3.62% | Nov 2017 | Jan 2018 | 2 |