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-0.23%
This Month
-0.23%
Year To Date
+47.62%
2 Years
+47.62%
5 Years
+47.62%
10 Years
+33.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services45.87%
- 🛍️ Retail Trade15.91%
- 🪙 Cryptocurrencies8.97%
- 🍞 Consumer Non Durables8.1%
- 💻 Electronic Technology7.89%
- 💰 Finance5.42%
- 📊 ETFs3.46%
- 🚚 Transportation1.99%
- 💵 Cash1.55%
- 💼 Commercial Services1.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.92%
- 🇺🇸 NYSE19.08%
- 🌍 Digital Currency8.97%
- 🇳🇱 Euronext Amsterdam4.26%
- 🇬🇧 LSE2.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.79%
- 🇨🇳 China10.15%
- 🇬🇧 United Kingdom5.75%
- 🇳🇱 Netherlands4.26%
- 🇺🇾 Uruguay4.25%
- 🇸🇬 Singapore1.99%
- 🇨🇦 Canada1.06%
Dividends
Dividend Yield
0.16%
6 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
-1.87
-1.87
-2
0
2
4.5
4.5
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
1.97
1.97
0
0.3
0.6
2
2
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
-1.87
-1.87
-2
0
2
4.5
4.5
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
1.97
1.97
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.35
High:
GRAB
149.83GRABLow:
RBLX
-55.31RBLXDetails
PEG Ratio
102.71
High:
META
433.38METALow:RBLX
-439.92RBLXDetails
Price/Book
9.19
High:RBLX
135.77RBLXLow:
MSTR
0.88MSTRDetails
Price/Sales
8.11
High:MSTR
106.4MSTRLow:
CROX
1.09CROXDetails
Price/CF
22.56
High:MSTR
7,511.07MSTRLow:CROX
5.78CROXDetails
Price/FCF
58.61
High:MSTR
1,187.5MSTRLow:CROX
6.3CROXDetails
P/E Ratio
32.35
High:GRAB
149.83GRABLow:RBLX
-55.31RBLXDetails
PEG Ratio
102.71
High:META
433.38METALow:RBLX
-439.92RBLXDetails
Price/Book
9.19
High:RBLX
135.77RBLXLow:MSTR
0.88MSTRDetails
Price/Sales
8.11
High:MSTR
106.4MSTRLow:CROX
1.09CROXDetails
Price/CF
22.56
High:MSTR
7,511.07MSTRLow:CROX
5.78CROXDetails
Price/FCF
58.61
High:MSTR
1,187.5MSTRLow:CROX
6.3CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.07% | Feb 2025 | May 2025 | 3 |
-6.93% | Oct 2025 | - | 4 |
-6.36% | Apr 2024 | May 2024 | 1 |
-3.69% | Dec 2024 | Jan 2025 | 1 |
-1.13% | Oct 2024 | Nov 2024 | 1 |
-0.53% | Jul 2024 | Aug 2024 | 1 |