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-1.27%
This Month
-14.83%
Year To Date
-15%
2 Years
-26.45%
5 Years
-3.67%
10 Years
-0.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.76%
- 🖥️ Technology Services16.07%
- 💻 Electronic Technology14.12%
- 🧩 Miscellaneous8.95%
- 💰 Finance7.05%
- 🛍️ Retail Trade3.35%
- 💼 Commercial Services2.91%
- ⛏️ Energy Minerals1.72%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.76%
- 🇺🇸 Nasdaq39.61%
- 🇺🇸 NYSE14.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.31%
- 🇨🇦 Canada2.91%
Dividends
Dividend Yield
0.16%
6 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PSX (2.99%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-14.77
-14.77
-15
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-14.77
-14.77
-15
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.88
High:
SHOP
138.43SHOPLow:
SNOW
-42.58SNOWDetails
PEG Ratio
77.69
High:
NOW
313.94NOWLow:
PSX
12.82PSXDetails
Price/Book
10.08
High:
AAPL
43.77AAPLLow:
AI
1.69AIDetails
Price/Sales
8.06
High:
AVGO
24.3AVGOLow:PSX
0.5PSXDetails
Price/CF
24.65
High:SHOP
103.19SHOPLow:
OPEN
4.83OPENDetails
Price/FCF
61.47
High:
AMZN
325.85AMZNLow:OPEN
4.89OPENDetails
P/E Ratio
32.88
High:SHOP
138.43SHOPLow:SNOW
-42.58SNOWDetails
PEG Ratio
77.69
High:NOW
313.94NOWLow:PSX
12.82PSXDetails
Price/Book
10.08
High:AAPL
43.77AAPLLow:AI
1.69AIDetails
Price/Sales
8.06
High:AVGO
24.3AVGOLow:PSX
0.5PSXDetails
Price/CF
24.65
High:SHOP
103.19SHOPLow:OPEN
4.83OPENDetails
Price/FCF
61.47
High:AMZN
325.85AMZNLow:OPEN
4.89OPENDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.64% | Nov 2021 | Jan 2025 | 38 |
-38.48% | Oct 2025 | - | 6 |
-26.84% | Feb 2025 | Aug 2025 | 6 |
-7.07% | Sep 2021 | Oct 2021 | 1 |
-4.07% | May 2021 | Aug 2021 | 3 |