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-0.79%
This Month
-0.79%
Year To Date
+43.17%
2 Years
+56.8%
5 Years
+1581.65%
10 Years
+32.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.89%
- 🪙 Cryptocurrencies21.56%
- 🚗 Consumer Durables11.99%
- 💼 Commercial Services8.77%
- 🪨 Non Energy Minerals8.49%
- 💻 Electronic Technology7.83%
- 🧬 Health Technology5.67%
- 🛍️ Retail Trade2.43%
- 💰 Finance2.04%
- 🛠️ Producer Manufacturing0.24%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.55%
- 🇺🇸 NYSE32.8%
- 🌍 Digital Currency21.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.37%
- 🇨🇦 Canada8.49%
- 🇨🇳 China5.57%
- 🇰🇾 Cayman Islands1.93%
Dividends
Dividend Yield
0.07%
5 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WPM (0.47%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
15.27
15.27
-2
0
2
16
16
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
15.27
15.27
-2
0
2
16
16
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.85
High:
TSLA
280.13TSLALow:
ZS
-786.28ZSDetails
PEG Ratio
65.67
High:
META
433.38METALow:
XPEV
-93.55XPEVDetails
Price/Book
11.61
High:
AAPL
49.43AAPLLow:
TPICQ
-0TPICQDetails
Price/Sales
9.57
High:
DJT
1,050.94DJTLow:
QS
-QSDetails
Price/CF
30.83
High:
NET
139.36NETLow:TPICQ
0.63TPICQDetails
Price/FCF
61
High:NET
362.6NETLow:TPICQ
0.91TPICQDetails
P/E Ratio
38.85
High:TSLA
280.13TSLALow:ZS
-786.28ZSDetails
PEG Ratio
65.67
High:META
433.38METALow:XPEV
-93.55XPEVDetails
Price/Book
11.61
High:AAPL
49.43AAPLLow:TPICQ
-0TPICQDetails
Price/Sales
9.57
High:DJT
1,050.94DJTLow:QS
-QSDetails
Price/CF
30.83
High:NET
139.36NETLow:TPICQ
0.63TPICQDetails
Price/FCF
61
High:NET
362.6NETLow:TPICQ
0.91TPICQDetails
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 | Jul 2025 | 7 |
-20% | Jun 2016 | Jul 2016 | 1 |
-14.31% | Jan 2016 | May 2016 | 4 |
-10.91% | Nov 2025 | - | 3 |
-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 |