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+8.53%
This Month
-7.71%
Year To Date
+16.17%
2 Years
+33.57%
5 Years
+1558.63%
10 Years
+31.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.55%
- 🪙 Cryptocurrencies18.38%
- 🚗 Consumer Durables12.05%
- 🪨 Non Energy Minerals9.88%
- 💼 Commercial Services9.65%
- 💻 Electronic Technology9.43%
- 🧬 Health Technology4.77%
- 🛍️ Retail Trade2.85%
- 💰 Finance2.16%
- 🛠️ Producer Manufacturing0.18%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.05%
- 🇺🇸 NYSE35.47%
- 🌍 Digital Currency18.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.03%
- 🇨🇦 Canada9.88%
- 🇨🇳 China5.45%
- 🇰🇾 Cayman Islands2.16%
Dividends
Dividend Yield
0.08%
5 out of 30 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WPM (0.47%)
Performance Metrics
Score 7.3/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
16.12
16.12
-2
0
2
17
17
Omega Ratio
1.85
1.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
16.12
16.12
-2
0
2
17
17
Omega Ratio
1.85
1.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.44
High:
TSLA
364.78TSLALow:
NET
-695.45NETDetails
PEG Ratio
32.61
High:
TTD
187.25TTDLow:
XPEV
-136.21XPEVDetails
Price/Book
11.83
High:NET
49.39NETLow:
TPICQ
-0TPICQDetails
Price/Sales
9.85
High:
DJT
770.97DJTLow:
QS
-QSDetails
Price/CF
30.6
High:NET
114.77NETLow:TPICQ
0.63TPICQDetails
Price/FCF
60.31
High:
AMZN
325.85AMZNLow:TPICQ
0.91TPICQDetails
P/E Ratio
38.44
High:TSLA
364.78TSLALow:NET
-695.45NETDetails
PEG Ratio
32.61
High:TTD
187.25TTDLow:XPEV
-136.21XPEVDetails
Price/Book
11.83
High:NET
49.39NETLow:TPICQ
-0TPICQDetails
Price/Sales
9.85
High:DJT
770.97DJTLow:QS
-QSDetails
Price/CF
30.6
High:NET
114.77NETLow:TPICQ
0.63TPICQDetails
Price/FCF
60.31
High:AMZN
325.85AMZNLow: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 |
-23.64% | Nov 2025 | - | 6 |
-22.15% | Dec 2024 | Jul 2025 | 7 |
-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 |