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+0.35%
This Month
+18.06%
Year To Date
+106.4%
2 Years
+170.06%
5 Years
+364.38%
10 Years
+18.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.61%
- 🪙 Cryptocurrencies20.08%
- 🖥️ Technology Services18.9%
- 💵 Cash10.96%
- 🚗 Consumer Durables9.9%
- 💻 Electronic Technology8.08%
- 🛍️ Retail Trade2.01%
- 💼 Commercial Services1.45%
- ⛏️ Energy Minerals1.42%
- 💇♀️ Consumer Services1.06%
- 📡 Communications1.01%
- ⚡ Utilities0.99%
- 💰 Finance0.98%
- 🧬 Health Technology0.94%
- 🚚 Transportation0.49%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.71%
- 🇺🇸 NYSE26.64%
- 🌍 Digital Currency20.08%
- 🇮🇹 Borsa Italiana2.02%
- 🇺🇸 Chicago Board Options Exchange1.97%
- 🇨🇭 SIX0.53%
- 🇳🇴 Oslo Stock Exchange0.49%
- 🇸🇦 Tadawul0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.87%
- 🇨🇭 Switzerland1.57%
- 🇸🇬 Singapore1.47%
- 🇲🇽 Mexico1.01%
- 🇨🇦 Canada1%
- 🇮🇹 Italy0.98%
- 🇦🇺 Australia0.93%
- 🇮🇱 Israel0.9%
- 🇸🇦 Saudi Arabia0.48%
Dividends
Dividend Yield
0.27%
10 out of 37 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BWLPG.OL (11.68%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
5.85
5.85
-2
0
2
6
6
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
5.85
5.85
-2
0
2
6
6
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
58.67
High:
TSLA
254.41TSLALow:
RIOT
-43.18RIOTDetails
PEG Ratio
2,766.05
High:
AAPL
26,070.7AAPLLow:
BITF
-62.33BITFDetails
Price/Book
17.9
High:AAPL
56.94AAPLLow:
MCD
-79.66MCDDetails
Price/Sales
11.73
High:
MSTR
192.34MSTRLow:
BKKT
0.06BKKTDetails
Price/CF
40.06
High:MSTR
7,511.07MSTRLow:BKKT
2.03BKKTDetails
Price/FCF
66.19
High:MSTR
1,187.5MSTRLow:BKKT
2.9BKKTDetails
P/E Ratio
58.67
High:TSLA
254.41TSLALow:RIOT
-43.18RIOTDetails
PEG Ratio
2,766.05
High:AAPL
26,070.7AAPLLow:BITF
-62.33BITFDetails
Price/Book
17.9
High:AAPL
56.94AAPLLow:MCD
-79.66MCDDetails
Price/Sales
11.73
High:MSTR
192.34MSTRLow:BKKT
0.06BKKTDetails
Price/CF
40.06
High:MSTR
7,511.07MSTRLow:BKKT
2.03BKKTDetails
Price/FCF
66.19
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 |
-15.83% | 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 |