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-7.63%
This Month
+1.76%
Year To Date
+47.13%
2 Years
+76.72%
5 Years
+319.72%
10 Years
+16.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.45%
- 🪙 Cryptocurrencies17.64%
- 🖥️ Technology Services13.04%
- 💵 Cash12.65%
- 🚗 Consumer Durables9.96%
- 💻 Electronic Technology8.97%
- 🛍️ Retail Trade1.84%
- ⚡ Utilities1.04%
- 🪨 Non Energy Minerals1.04%
- 🧩 Miscellaneous1.02%
- 💇♀️ Consumer Services0.99%
- ⛏️ Energy Minerals0.98%
- 💰 Finance0.97%
- 💼 Commercial Services0.96%
- 📡 Communications0.93%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.39%
- 🇺🇸 NYSE30.66%
- 🌍 Digital Currency17.64%
- 🇺🇸 Chicago Board Options Exchange3.13%
- 🇮🇹 Borsa Italiana1.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.86%
- 🇳🇱 Netherlands3.02%
- 🇦🇺 Australia1.03%
- 🇨🇭 Switzerland1.02%
- 🇮🇹 Italy0.97%
- 🇮🇱 Israel0.95%
- 🇲🇽 Mexico0.93%
- 🇸🇬 Singapore0.93%
Dividends
Dividend Yield
0.17%
8 out of 35 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (6.63%)
Performance Metrics
Score 6.1/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
3.66
3.66
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
3.66
3.66
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
55.14
High:
STMMI.MI
510.95STMMI.MILow:
MP
-154.17MPDetails
PEG Ratio
36.15
High:
MCD
323.09MCDLow:MP
-450.75MPDetails
Price/Book
19.46
High:
AAPL
42.87AAPLLow:MCD
-150.65MCDDetails
Price/Sales
11.6
High:
NBIS
91.39NBISLow:
BKKT
0.17BKKTDetails
Price/CF
35.57
High:
MSTR
7,511.07MSTRLow:BKKT
2.03BKKTDetails
Price/FCF
55.83
High:MSTR
1,187.5MSTRLow:BKKT
2.9BKKTDetails
P/E Ratio
55.14
High:STMMI.MI
510.95STMMI.MILow:MP
-154.17MPDetails
PEG Ratio
36.15
High:MCD
323.09MCDLow:MP
-450.75MPDetails
Price/Book
19.46
High:AAPL
42.87AAPLLow:MCD
-150.65MCDDetails
Price/Sales
11.6
High:NBIS
91.39NBISLow:BKKT
0.17BKKTDetails
Price/CF
35.57
High:MSTR
7,511.07MSTRLow:BKKT
2.03BKKTDetails
Price/FCF
55.83
High:MSTR
1,187.5MSTRLow:BKKT
2.9BKKTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.14% | Nov 2021 | Jul 2024 | 32 |
-26.01% | Jan 2018 | May 2020 | 28 |
-15.84% | Oct 2025 | - | 9 |
-15.83% | Feb 2025 | Jul 2025 | 5 |
-4.23% | May 2021 | Aug 2021 | 3 |
-3.86% | Aug 2024 | Sep 2024 | 1 |
-3.71% | Sep 2017 | Nov 2017 | 2 |
-3.14% | Sep 2020 | Nov 2020 | 2 |
-2.51% | Dec 2024 | Jan 2025 | 1 |
-1.41% | Jul 2017 | Aug 2017 | 1 |
-1.24% | Sep 2021 | Oct 2021 | 1 |