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-3%
This Month
-8.91%
Year To Date
+7.6%
2 Years
+24.26%
5 Years
+392.27%
10 Years
+33.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies20.63%
- 💵 Cash17.15%
- 🧬 Health Technology15.95%
- 🖥️ Technology Services12.03%
- 🧪 Process Industries6.59%
- 🛍️ Retail Trade5.63%
- 💻 Electronic Technology5.2%
- 💼 Commercial Services5.1%
- 💰 Finance2.14%
- 🏥 Health Services1.26%
- 🍞 Consumer Non Durables1.2%
- ⛏️ Energy Minerals0.96%
- 🚗 Consumer Durables0.84%
- 📡 Communications0.71%
- 📊 ETFs0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.59%
- 🌍 Digital Currency20.63%
- 🇺🇸 NYSE14.91%
- 🇭🇰 Hong Kong Exchanges6.55%
- 🇦🇺 Sydney1.25%
- 🇬🇧 LSE0.34%
- 🇩🇪 FRA0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.62%
- 🇨🇳 China15.91%
- 🇨🇦 Canada6.72%
- 🇩🇰 Denmark0.91%
- 🇷🇺 Russia0.34%
- 🇨🇭 Switzerland0.12%
- 🇩🇪 Germany0%
Dividends
Dividend Yield
0.48%
10 out of 70 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
19.52
19.52
-2
0
2
20
20
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
19.52
19.52
-2
0
2
20
20
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.13
High:
BIDU
71.28BIDULow:
CRON
-106.5CRONDetails
PEG Ratio
27.28
High:
NVO
199.02NVOLow:
NIO
-132.09NIODetails
Price/Book
2.43
High:
OCGN
173.3OCGNLow:
LUMN
-6.39LUMNDetails
Price/Sales
2.22
High:
CRSP
1,628.53CRSPLow:
WDI.DE
0.03WDI.DEDetails
Price/CF
17.71
High:
MSTR
7,511.07MSTRLow:LUMN
1.63LUMNDetails
Price/FCF
41.02
High:CRON
6,729.01CRONLow:
TDOC
4.42TDOCDetails
P/E Ratio
22.13
High:BIDU
71.28BIDULow:CRON
-106.5CRONDetails
PEG Ratio
27.28
High:NVO
199.02NVOLow:NIO
-132.09NIODetails
Price/Book
2.43
High:OCGN
173.3OCGNLow:LUMN
-6.39LUMNDetails
Price/Sales
2.22
High:CRSP
1,628.53CRSPLow:WDI.DE
0.03WDI.DEDetails
Price/CF
17.71
High:MSTR
7,511.07MSTRLow:LUMN
1.63LUMNDetails
Price/FCF
41.02
High:CRON
6,729.01CRONLow:TDOC
4.42TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.91% | Nov 2021 | Mar 2024 | 28 |
-38.71% | Apr 2021 | Oct 2021 | 6 |
-29.33% | Oct 2025 | - | 6 |
-22.19% | Apr 2024 | Nov 2024 | 7 |
-20.18% | Feb 2025 | Jun 2025 | 4 |
-19.37% | Mar 2020 | Jul 2020 | 4 |
-11.47% | Sep 2020 | Nov 2020 | 2 |
-3.77% | Dec 2024 | Jan 2025 | 1 |