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+1.68%
This Month
-14.44%
Year To Date
+6.95%
2 Years
-21.28%
5 Years
+46.49%
10 Years
+7.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services65.51%
- 💰 Finance6.29%
- 💵 Cash6.01%
- 🪙 Cryptocurrencies4.66%
- 💼 Commercial Services3.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.59%
- 🇺🇸 NYSE15.68%
- 🌍 Digital Currency4.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.8%
- 🇨🇳 China3.47%
Dividends
Dividend Yield
0.84%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IIPR (13.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IIPR | 0.84% | 13.41% | $7.34 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-8.39
-8.39
-9
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-8.39
-8.39
-9
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
124.26
High:
PINS
31.73PINSLow:
APPS
-9.24APPSDetails
PEG Ratio
-10.91
High:APPS
-10.91APPSLow:APPS
-10.91APPSDetails
Price/Book
2.36
High:PINS
2.71PINSLow:
DOYU
0.55DOYUDetails
Price/Sales
2.2
High:IIPR
6.03IIPRLow:DOYU
0.28DOYUDetails
Price/CF
12.6
High:PINS
13.66PINSLow:IIPR
6.76IIPRDetails
Price/FCF
15.71
High:APPS
32.01APPSLow:PINS
14.01PINSDetails
P/E Ratio
124.26
High:PINS
31.73PINSLow:APPS
-9.24APPSDetails
PEG Ratio
-10.91
High:APPS
-10.91APPSLow:APPS
-10.91APPSDetails
Price/Book
2.36
High:PINS
2.71PINSLow:DOYU
0.55DOYUDetails
Price/Sales
2.2
High:IIPR
6.03IIPRLow:DOYU
0.28DOYUDetails
Price/CF
12.6
High:PINS
13.66PINSLow:IIPR
6.76IIPRDetails
Price/FCF
15.71
High:APPS
32.01APPSLow:PINS
14.01PINSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.62% | Jun 2021 | Jun 2025 | 48 |
-33.93% | Oct 2025 | - | 6 |
-12.85% | Jul 2025 | Sep 2025 | 2 |
-5.12% | Mar 2021 | May 2021 | 2 |