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+1.05%
Today
+1.05%
This Month
-15.74%
Year To Date
+73.94%
2 Years
+150.17%
5 Years
+33.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.99%
- 🪙 Cryptocurrencies20.84%
- 🚗 Consumer Durables11.76%
- 🧬 Health Technology9.47%
- 💰 Finance9.25%
- 💻 Electronic Technology6.81%
- 🪨 Non Energy Minerals5.45%
- 💼 Commercial Services3.63%
- 🛍️ Retail Trade2.39%
- 🛠️ Producer Manufacturing0.26%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.77%
- 🇺🇸 NYSE34.25%
- 🌍 Digital Currency20.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.01%
- 🇨🇳 China6.91%
- 🇨🇦 Canada5.45%
- 🇰🇾 Cayman Islands1.66%
Dividends
Dividend Yield
0.08%
5 out of 32 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WPM (0.77%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 WPM | Pay Day | Apr 11 | $0.16 |
Performance Metrics
Score 7.6/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
19.49
19.49
-2
0
2
20
20
Omega Ratio
1.99
1.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
19.49
19.49
-2
0
2
20
20
Omega Ratio
1.99
1.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.13
High:
TSLA
131.71TSLALow:
CRWD
-4,319.19CRWDDetails
PEG Ratio
-395.44
High:
SNPS
66.69SNPSLow:
ZS
-2,177.56ZSDetails
Price/Book
8.89
High:
AAPL
50.29AAPLLow:
TPIC
-0.1TPICDetails
Price/Sales
6.8
High:
DJT
1,235.36DJTLow:
QS
-QSDetails
Price/CF
31.92
High:
NET
97.92NETLow:TPIC
7.2TPICDetails
Price/FCF
54.91
High:TSLA
396.62TSLALow:QS
15.65QSDetails
P/E Ratio
31.13
High:TSLA
131.71TSLALow:CRWD
-4,319.19CRWDDetails
PEG Ratio
-395.44
High:SNPS
66.69SNPSLow:ZS
-2,177.56ZSDetails
Price/Book
8.89
High:AAPL
50.29AAPLLow:TPIC
-0.1TPICDetails
Price/Sales
6.8
High:DJT
1,235.36DJTLow:QS
-QSDetails
Price/CF
31.92
High:NET
97.92NETLow:TPIC
7.2TPICDetails
Price/FCF
54.91
High:TSLA
396.62TSLALow:QS
15.65QSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.57% | Nov 2021 | Mar 2024 | 28 |
-42.26% | Feb 2018 | Jul 2020 | 29 |
-22.15% | Dec 2024 | - | 4 |
-20% | Jun 2016 | Jul 2016 | 1 |
-14.31% | Jan 2016 | May 2016 | 4 |
-9.63% | Apr 2024 | Jun 2024 | 2 |
-9.17% | Sep 2020 | Nov 2020 | 2 |
-6.93% | Aug 2015 | Oct 2015 | 2 |
-6.85% | Sep 2021 | Oct 2021 | 1 |
-5.12% | Oct 2014 | Mar 2015 | 5 |
-4.21% | Mar 2021 | Apr 2021 | 1 |
-4.08% | Apr 2015 | Jun 2015 | 2 |
-3.48% | May 2021 | Jun 2021 | 1 |
-2.67% | Sep 2017 | Oct 2017 | 1 |
-2.6% | Jan 2021 | Feb 2021 | 1 |
-2.48% | Jul 2024 | Sep 2024 | 2 |