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-3.17%
This Month
-3.17%
Year To Date
+25.8%
2 Years
-9.13%
5 Years
-9.13%
10 Years
-2.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash42.71%
- 💰 Finance21.95%
- 📊 ETFs14.47%
- 🖥️ Technology Services5.8%
- ⚡ Utilities5.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.43%
- 🇺🇸 Nasdaq11.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.2%
Dividends
Performance Metrics
Score 2.4/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-10.12
-10.12
-11
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.01
0.01
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-10.12
-10.12
-11
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.01
0.01
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.34
High:
CEG
32.97CEGLow:
BMNR
-33.97BMNRDetails
PEG Ratio
64.2
High:
META
479.82METALow:BMNR
-45.53BMNRDetails
Price/Book
7.14
High:META
8.69METALow:BMNR
1.08BMNRDetails
Price/Sales
8.64
High:BMNR
1,342.6BMNRLow:CEG
3.36CEGDetails
Price/CF
18.09
High:CEG
42.63CEGLow:META
17.56METADetails
Price/FCF
45.72
High:META
47.72METALow:BMNR
19.22BMNRDetails
P/E Ratio
31.34
High:CEG
32.97CEGLow:BMNR
-33.97BMNRDetails
PEG Ratio
64.2
High:META
479.82METALow:BMNR
-45.53BMNRDetails
Price/Book
7.14
High:META
8.69METALow:BMNR
1.08BMNRDetails
Price/Sales
8.64
High:BMNR
1,342.6BMNRLow:CEG
3.36CEGDetails
Price/CF
18.09
High:CEG
42.63CEGLow:META
17.56METADetails
Price/FCF
45.72
High:META
47.72METALow:BMNR
19.22BMNRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.85% | Sep 2021 | Sep 2025 | 48 |
-26.18% | Oct 2025 | - | 4 |
-1.09% | Jul 2021 | Aug 2021 | 1 |