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-1.05%
This Month
-16.09%
Year To Date
-39.38%
2 Years
-2.84%
5 Years
+31.79%
10 Years
+3.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies55.78%
- 💻 Electronic Technology37.28%
- 🧩 Miscellaneous6.9%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency55.78%
- 🇺🇸 Nasdaq37.28%
- 🇬🇧 LSE6.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.28%
- 🇬🇧 United Kingdom6.9%
Dividends
Dividend Yield
0.03%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SMT.L (0.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SMT.L | 0.03% | 0.36% | $0.03 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
2.21
2.21
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
2.21
2.21
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
64.79
High:
AMD
76.4AMDLow:SMT.L
3.9SMT.LDetails
PEG Ratio
39.99
High:AMD
46.79AMDLow:SMT.L
3.27SMT.LDetails
Price/Book
5.02
High:AMD
5.23AMDLow:SMT.L
0.97SMT.LDetails
Price/Sales
9.47
High:AMD
9.62AMDLow:SMT.L
3.7SMT.LDetails
Price/CF
45.99
High:AMD
45.99AMDLow:AMD
45.99AMDDetails
Price/FCF
52.64
High:AMD
52.64AMDLow:AMD
52.64AMDDetails
P/E Ratio
64.79
High:AMD
76.4AMDLow:SMT.L
3.9SMT.LDetails
PEG Ratio
39.99
High:AMD
46.79AMDLow:SMT.L
3.27SMT.LDetails
Price/Book
5.02
High:AMD
5.23AMDLow:SMT.L
0.97SMT.LDetails
Price/Sales
9.47
High:AMD
9.62AMDLow:SMT.L
3.7SMT.LDetails
Price/CF
45.99
High:AMD
45.99AMDLow:AMD
45.99AMDDetails
Price/FCF
52.64
High:AMD
52.64AMDLow:AMD
52.64AMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.83% | Dec 2024 | - | 16 |
-50.33% | Jan 2018 | Dec 2023 | 71 |
-36.6% | Apr 2024 | Nov 2024 | 7 |
-8.08% | Jan 2024 | Feb 2024 | 1 |