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-0.34%
This Month
+15.16%
Year To Date
+16.45%
2 Years
+16.45%
5 Years
+16.45%
10 Years
+16.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.91%
- 🧩 Miscellaneous15.58%
- 🪙 Cryptocurrencies14.36%
- 📊 ETFs13.79%
- 💇♀️ Consumer Services10.77%
- 🛠️ Producer Manufacturing10.66%
- 💵 Cash0.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.34%
- 🇩🇪 Xetra ETFs15.58%
- 🌍 Digital Currency14.36%
- 🇺🇸 NYSE13.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.34%
Dividends
Dividend Yield
0.15%
4 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $STX.US (0.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9/10
Beta
0.42
0.42
0
0.8
1.2
0
2
Sharpe Ratio
1.66
1.66
0
0.5
1
2
2
Sortino Ratio
8.01
8.01
0
1
2
9
9
Jensen's Alpha
42.48
42.48
-2
0
2
43
43
Omega Ratio
2.5
2.5
0
1
1.5
3
3
Treynor Ratio
8.1
8.1
0
0.75
1.25
9
9
Information Ratio
1.2
1.2
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.42
0.42
0
0.8
1.2
0
2
Sharpe Ratio
1.66
1.66
0
0.5
1
2
2
Sortino Ratio
8.01
8.01
0
1
2
9
9
Jensen's Alpha
42.48
42.48
-2
0
2
43
43
Omega Ratio
2.5
2.5
0
1
1.5
3
3
Treynor Ratio
8.1
8.1
0
0.75
1.25
9
9
Information Ratio
1.2
1.2
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on current positions
P/E Ratio
44.26
High:
WBD
154.05WBDLow:
WDC
29.21WDCDetails
PEG Ratio
71.82
High:WBD
147.81WBDLow:WDC
19.53WDCDetails
Price/Book
9.43
High:
STX.US
200.45STX.USLow:WBD
1.99WBDDetails
Price/Sales
8.85
High:
LRCX
15.31LRCXLow:WBD
1.89WBDDetails
Price/CF
16.15
High:STX.US
32.42STX.USLow:WBD
9.26WBDDetails
Price/FCF
41.73
High:
MU
63.49MULow:WBD
11.71WBDDetails
P/E Ratio
44.26
High:WBD
154.05WBDLow:WDC
29.21WDCDetails
PEG Ratio
71.82
High:WBD
147.81WBDLow:WDC
19.53WDCDetails
Price/Book
9.43
High:STX.US
200.45STX.USLow:WBD
1.99WBDDetails
Price/Sales
8.85
High:LRCX
15.31LRCXLow:WBD
1.89WBDDetails
Price/CF
16.15
High:STX.US
32.42STX.USLow:WBD
9.26WBDDetails
Price/FCF
41.73
High:MU
63.49MULow:WBD
11.71WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-2.62% | Nov 2025 | Dec 2025 | 1 |
-0.34% | Mar 2026 | - | 1 |