Loading...
+0.13%
This Month
+0.13%
Year To Date
+90.32%
2 Years
+179.7%
5 Years
+179.7%
10 Years
+39.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services53.89%
- ⛏️ Energy Minerals16.38%
- 🪙 Cryptocurrencies15.04%
- 📊 ETFs8.64%
- 💻 Electronic Technology5.93%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.82%
- 🇺🇸 NYSE16.38%
- 🌍 Digital Currency15.04%
- 🇩🇪 Xetra ETFs8.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.2%
Dividends
Dividend Yield
0.52%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OXY (2.21%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
8.92
8.92
-2
0
2
9
9
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.83
1.83
0
0.3
0.6
2
2
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
8.92
8.92
-2
0
2
9
9
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.83
1.83
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.03
High:
NVDA
44.11NVDALow:
META
26.69METADetails
PEG Ratio
202.73
High:META
433.38METALow:NVDA
75.36NVDADetails
Price/Book
10.4
High:NVDA
36.4NVDALow:
OXY
1.49OXYDetails
Price/Sales
10.39
High:NVDA
23.3NVDALow:OXY
1.58OXYDetails
Price/CF
20.78
High:NVDA
54.84NVDALow:OXY
4.21OXYDetails
Price/FCF
48.1
High:NVDA
59.73NVDALow:OXY
21.2OXYDetails
P/E Ratio
32.03
High:NVDA
44.11NVDALow:META
26.69METADetails
PEG Ratio
202.73
High:META
433.38METALow:NVDA
75.36NVDADetails
Price/Book
10.4
High:NVDA
36.4NVDALow:OXY
1.49OXYDetails
Price/Sales
10.39
High:NVDA
23.3NVDALow:OXY
1.58OXYDetails
Price/CF
20.78
High:NVDA
54.84NVDALow:OXY
4.21OXYDetails
Price/FCF
48.1
High:NVDA
59.73NVDALow:OXY
21.2OXYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.26% | Dec 2024 | Aug 2025 | 8 |
-20.8% | Apr 2024 | Nov 2024 | 7 |
-14.32% | Jul 2023 | Oct 2023 | 3 |
-3.37% | May 2023 | Jun 2023 | 1 |
-1.96% | Feb 2023 | Mar 2023 | 1 |
-0.38% | Dec 2025 | - | 2 |