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+1.23%
This Month
+1.23%
Year To Date
+5.97%
2 Years
+5.97%
5 Years
+5.97%
10 Years
+4.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.22%
- 💻 Electronic Technology18.3%
- 🪨 Non Energy Minerals13.61%
- 💵 Cash11.5%
- 🖥️ Technology Services9.37%
- 💰 Finance6.78%
- 💼 Commercial Services5.24%
- 🚗 Consumer Durables4.78%
- 🛍️ Retail Trade4.57%
- ⛏️ Energy Minerals4.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.26%
- 🇺🇸 NYSE24.63%
- 🌍 Digital Currency22.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.65%
- 🇨🇦 Canada5.24%
Dividends
Dividend Yield
0.38%
6 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $COP (3.1%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.9/10
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-20.34
-20.34
-21
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-20.34
-20.34
-21
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.82
High:
TSLA
288.29TSLALow:
AA
13.4AADetails
PEG Ratio
130.24
High:
META
479.82METALow:AA
0.37AADetails
Price/Book
16.54
High:
NVDA
39.15NVDALow:
COP
1.93COPDetails
Price/Sales
12.63
High:NVDA
25.06NVDALow:AA
1.26AADetails
Price/CF
33.58
High:
SHOP
101.93SHOPLow:
GS
4.22GSDetails
Price/FCF
56.46
High:TSLA
229.45TSLALow:GS
4.8GSDetails
P/E Ratio
42.82
High:TSLA
288.29TSLALow:AA
13.4AADetails
PEG Ratio
130.24
High:META
479.82METALow:AA
0.37AADetails
Price/Book
16.54
High:NVDA
39.15NVDALow:COP
1.93COPDetails
Price/Sales
12.63
High:NVDA
25.06NVDALow:AA
1.26AADetails
Price/CF
33.58
High:SHOP
101.93SHOPLow:GS
4.22GSDetails
Price/FCF
56.46
High:TSLA
229.45TSLALow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.82% | Dec 2024 | Aug 2025 | 8 |
-9.43% | Nov 2025 | - | 3 |