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-19.91%
This Month
-22.74%
Year To Date
+66.85%
2 Years
+125.78%
5 Years
+125.78%
10 Years
+25.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs54.46%
- 🖥️ Technology Services45.54%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.54%
- 🇺🇸 NYSE44.03%
- 🇺🇸 Chicago Board Options Exchange10.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.54%
Dividends
Dividend Yield
0%
0 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
2.38
2.38
0
0.8
1.2
0
3
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
16.3
16.3
-2
0
2
17
17
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
2.38
2.38
0
0.8
1.2
0
3
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
16.3
16.3
-2
0
2
17
17
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-2.06
High:
MARA
-2.06MARALow:MARA
-2.06MARADetails
PEG Ratio
N/A
Details
Price/Book
0.89
High:MARA
0.89MARALow:MARA
0.89MARADetails
Price/Sales
3.41
High:MARA
3.41MARALow:MARA
3.41MARADetails
Price/CF
35.89
High:MARA
35.89MARALow:MARA
35.89MARADetails
Price/FCF
43.59
High:MARA
43.59MARALow:MARA
43.59MARADetails
P/E Ratio
-2.06
High:MARA
-2.06MARALow:MARA
-2.06MARADetails
PEG Ratio
N/A
Details
Price/Book
0.89
High:MARA
0.89MARALow:MARA
0.89MARADetails
Price/Sales
3.41
High:MARA
3.41MARALow:MARA
3.41MARADetails
Price/CF
35.89
High:MARA
35.89MARALow:MARA
35.89MARADetails
Price/FCF
43.59
High:MARA
43.59MARALow:MARA
43.59MARADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.32% | Feb 2023 | Feb 2024 | 12 |
-38.43% | Feb 2025 | Dec 2025 | 10 |
-30.35% | Feb 2026 | - | 3 |
-9.82% | Dec 2022 | Jan 2023 | 1 |
-9.06% | Sep 2022 | Nov 2022 | 2 |
-4.08% | Jun 2024 | Jul 2024 | 1 |