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+0.4%
Today
+2.69%
This Month
+3.54%
Year To Date
+64.17%
2 Years
+113.1%
5 Years
+35.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.97%
- 🪙 Cryptocurrencies24.76%
- 💼 Commercial Services9.43%
- 🚗 Consumer Durables9.31%
- 💻 Electronic Technology6.78%
- 🧬 Health Technology6.77%
- 🪨 Non Energy Minerals5.28%
- 🛍️ Retail Trade2.29%
- 💰 Finance1.94%
- 🛠️ Producer Manufacturing0.34%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.18%
- 🇺🇸 NYSE29.92%
- 🌍 Digital Currency24.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.16%
- 🇨🇦 Canada5.28%
- 🇨🇳 China4.69%
- 🇰🇾 Cayman Islands1.98%
Dividends
Dividend Yield
0.07%
5 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WPM (0.68%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
19.6
19.6
-2
0
2
20
20
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
19.6
19.6
-2
0
2
20
20
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.82
High:
TSLA
172.41TSLALow:
ZS
-1,140.26ZSDetails
PEG Ratio
-346.68
High:
WPM
1,408.48WPMLow:ZS
-2,317.59ZSDetails
Price/Book
11.07
High:
NVDA
47.97NVDALow:
TPIC
-0.1TPICDetails
Price/Sales
8.38
High:
DJT
1,113.25DJTLow:
QS
-QSDetails
Price/CF
26.66
High:
NET
86.48NETLow:TPIC
0.68TPICDetails
Price/FCF
44.63
High:NET
214.03NETLow:TPIC
1.21TPICDetails
P/E Ratio
36.82
High:TSLA
172.41TSLALow:ZS
-1,140.26ZSDetails
PEG Ratio
-346.68
High:WPM
1,408.48WPMLow:ZS
-2,317.59ZSDetails
Price/Book
11.07
High:NVDA
47.97NVDALow:TPIC
-0.1TPICDetails
Price/Sales
8.38
High:DJT
1,113.25DJTLow:QS
-QSDetails
Price/CF
26.66
High:NET
86.48NETLow:TPIC
0.68TPICDetails
Price/FCF
44.63
High:NET
214.03NETLow:TPIC
1.21TPICDetails
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 | - | 8 |
-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 |