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-1.59%
This Month
-20.85%
Year To Date
+65.76%
2 Years
+78.81%
5 Years
+174.77%
10 Years
+14.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies48.06%
- 💻 Electronic Technology12.48%
- 🖥️ Technology Services12.03%
- 🚗 Consumer Durables10.84%
- 💰 Finance7.37%
- 🌾 Commodities4.32%
- ⛏️ Energy Minerals3.95%
- 📈 Indexes0.95%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency48.06%
- 🇺🇸 Nasdaq37.44%
- 🇺🇸 NYSE9.22%
- 🌍 Commodity4.32%
- 🌍 CFD0.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.39%
- 🇹🇼 Taiwan5.27%
Dividends
Dividend Yield
0.14%
3 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $XOM (2.52%)
Performance Metrics
Score 5.8/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
7.92
7.92
-2
0
2
8
8
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
7.92
7.92
-2
0
2
8
8
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
46.26
High:
TSLA
335.12TSLALow:
GTLB
-66.7GTLBDetails
PEG Ratio
216.75
High:
MANH
1,773.84MANHLow:
NVDA
54.73NVDADetails
Price/Book
14.13
High:
PLTR
48.06PLTRLow:
MSTR
0.85MSTRDetails
Price/Sales
13.03
High:PLTR
85.37PLTRLow:
XOM
2.11XOMDetails
Price/CF
38.28
High:MSTR
7,511.07MSTRLow:XOM
9.81XOMDetails
Price/FCF
76.04
High:MSTR
1,187.5MSTRLow:
COIN
25COINDetails
P/E Ratio
46.26
High:TSLA
335.12TSLALow:GTLB
-66.7GTLBDetails
PEG Ratio
216.75
High:MANH
1,773.84MANHLow:NVDA
54.73NVDADetails
Price/Book
14.13
High:PLTR
48.06PLTRLow:MSTR
0.85MSTRDetails
Price/Sales
13.03
High:PLTR
85.37PLTRLow:XOM
2.11XOMDetails
Price/CF
38.28
High:MSTR
7,511.07MSTRLow:XOM
9.81XOMDetails
Price/FCF
76.04
High:MSTR
1,187.5MSTRLow:COIN
25COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.65% | Oct 2018 | Aug 2024 | 70 |
-37.04% | Oct 2025 | - | 7 |
-21.29% | Feb 2025 | Jul 2025 | 5 |
-1.64% | Aug 2025 | Sep 2025 | 1 |
-0.52% | May 2018 | Jun 2018 | 1 |