Loading...
+5.71%
This Month
+14.97%
Year To Date
+134.23%
2 Years
+378.17%
5 Years
+669.95%
10 Years
+43.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology51.95%
- 🖥️ Technology Services15.35%
- 🧬 Health Technology13.25%
- 🪙 Cryptocurrencies11.79%
- 🚗 Consumer Durables7.46%
- 💵 Cash0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.36%
- 🇺🇸 NYSE17.3%
- 🌍 Digital Currency11.79%
- 🇩🇰 Copenhagen Stock Exchange8.11%
- 🇦🇺 Sydney2.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.23%
- 🇹🇼 Taiwan9.44%
- 🇩🇰 Denmark8.11%
- 🇦🇺 Australia2.24%
Dividends
Dividend Yield
0.44%
5 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (3.99%)
Performance Metrics
Score 8.1/10
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
54.72
54.72
-2
0
2
55
55
Omega Ratio
1.89
1.89
0
1
1.5
2.5
2.5
Treynor Ratio
8.91
8.91
0
0.75
1.25
9
9
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
54.72
54.72
-2
0
2
55
55
Omega Ratio
1.89
1.89
0
1
1.5
2.5
2.5
Treynor Ratio
8.91
8.91
0
0.75
1.25
9
9
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
47.9
High:
TSLA
364.27TSLALow:
RGTI
-29.57RGTIDetails
PEG Ratio
134.09
High:
NOVO-B.CO
817.32NOVO-B.COLow:RGTI
-92.86RGTIDetails
Price/Book
19.51
High:
PLTR
37.96PLTRLow:
MSTR
1.32MSTRDetails
Price/Sales
19.55
High:RGTI
936.49RGTILow:NOVO-B.CO
4.22NOVO-B.CODetails
Price/CF
36.81
High:MSTR
7,511.07MSTRLow:NOVO-B.CO
12.15NOVO-B.CODetails
Price/FCF
69.34
High:MSTR
1,187.5MSTRLow:
MU
48.65MUDetails
P/E Ratio
47.9
High:TSLA
364.27TSLALow:RGTI
-29.57RGTIDetails
PEG Ratio
134.09
High:NOVO-B.CO
817.32NOVO-B.COLow:RGTI
-92.86RGTIDetails
Price/Book
19.51
High:PLTR
37.96PLTRLow:MSTR
1.32MSTRDetails
Price/Sales
19.55
High:RGTI
936.49RGTILow:NOVO-B.CO
4.22NOVO-B.CODetails
Price/CF
36.81
High:MSTR
7,511.07MSTRLow:NOVO-B.CO
12.15NOVO-B.CODetails
Price/FCF
69.34
High:MSTR
1,187.5MSTRLow:MU
48.65MUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.75% | Feb 2022 | Nov 2024 | 33 |
-31.72% | Nov 2025 | - | 7 |
-21.54% | Feb 2021 | Oct 2021 | 8 |
-19.82% | Dec 2020 | Jan 2021 | 1 |
-8.34% | Feb 2025 | Jul 2025 | 5 |