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-1.01%
This Month
-10.36%
Year To Date
+8.21%
2 Years
+30.14%
5 Years
+30.14%
10 Years
+8.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.88%
- 🪙 Cryptocurrencies21.22%
- 🏥 Health Services9.17%
- 🛠️ Producer Manufacturing7.59%
- 🚚 Transportation5.97%
- 🍞 Consumer Non Durables5.33%
- 🛍️ Retail Trade4.19%
- 📦 Distribution Services3.61%
- 📊 ETFs3.48%
- 🧩 Miscellaneous3.34%
- 💻 Electronic Technology3.25%
- 🚗 Consumer Durables1.91%
- 🧬 Health Technology0.48%
- 💰 Finance0.36%
- 💇♀️ Consumer Services0.22%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.21%
- 🇺🇸 NYSE21.8%
- 🌍 Digital Currency21.22%
- 🇭🇰 Hong Kong Exchanges7.2%
- 🇬🇧 LSE3.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.08%
- 🇨🇳 China11.39%
- 🇬🇧 United Kingdom3.34%
- 🇮🇱 Israel3.32%
- 🇸🇬 Singapore0.52%
- 🇱🇺 Luxembourg0.41%
- 🇬🇮 Gibraltar0.22%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.44%
6 out of 45 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-10.41
-10.41
-11
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-10.41
-10.41
-11
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
66.61
High:
TSLA
377.27TSLALow:
CRWD
-322.68CRWDDetails
PEG Ratio
72.58
High:
UBER
555.04UBERLow:
RKLB
-9,779.22RKLBDetails
Price/Book
3.11
High:
PLTR
49.59PLTRLow:
EVOK.L
-0.68EVOK.LDetails
Price/Sales
1.66
High:
BMNR
956.99BMNRLow:
RVMD
-RVMDDetails
Price/CF
24.62
High:
MSTR
7,511.07MSTRLow:
BOXL
1.54BOXLDetails
Price/FCF
65.55
High:
BABA
1,196.17BABALow:BOXL
2.26BOXLDetails
P/E Ratio
66.61
High:TSLA
377.27TSLALow:CRWD
-322.68CRWDDetails
PEG Ratio
72.58
High:UBER
555.04UBERLow:RKLB
-9,779.22RKLBDetails
Price/Book
3.11
High:PLTR
49.59PLTRLow:EVOK.L
-0.68EVOK.LDetails
Price/Sales
1.66
High:BMNR
956.99BMNRLow:RVMD
-RVMDDetails
Price/CF
24.62
High:MSTR
7,511.07MSTRLow:BOXL
1.54BOXLDetails
Price/FCF
65.55
High:BABA
1,196.17BABALow:BOXL
2.26BOXLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.31% | Oct 2025 | - | 6 |
-21.85% | Oct 2024 | Jul 2025 | 9 |
-15.31% | Aug 2023 | Sep 2024 | 13 |
-4.18% | Apr 2023 | May 2023 | 1 |
-0.76% | Feb 2023 | Mar 2023 | 1 |