Loading...
+0.37%
This Month
-11.47%
Year To Date
+8.32%
2 Years
+17.02%
5 Years
+73.77%
10 Years
+9.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables49.18%
- 🪙 Cryptocurrencies33.67%
- 💰 Finance17.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.33%
- 🌍 Digital Currency33.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.33%
Dividends
Dividend Yield
0%
0 out of 3 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 3.4/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-5.19
-5.19
-6
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-5.19
-5.19
-6
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-287.2
High:
TSLA
423.7TSLALow:
MSTR
-2.34MSTRDetails
PEG Ratio
N/A
Details
Price/Book
14.21
High:TSLA
17.05TSLALow:MSTR
1.08MSTRDetails
Price/Sales
13.33
High:MSTR
123.24MSTRLow:TSLA
13.17TSLADetails
Price/CF
68.07
High:MSTR
7,511.07MSTRLow:TSLA
67.15TSLADetails
Price/FCF
383.92
High:MSTR
1,187.5MSTRLow:TSLA
380.38TSLADetails
P/E Ratio
-287.2
High:TSLA
423.7TSLALow:MSTR
-2.34MSTRDetails
PEG Ratio
N/A
Details
Price/Book
14.21
High:TSLA
17.05TSLALow:MSTR
1.08MSTRDetails
Price/Sales
13.33
High:MSTR
123.24MSTRLow:TSLA
13.17TSLADetails
Price/CF
68.07
High:MSTR
7,511.07MSTRLow:TSLA
67.15TSLADetails
Price/FCF
383.92
High:MSTR
1,187.5MSTRLow:TSLA
380.38TSLADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.59% | Jul 2021 | Jan 2025 | 42 |
-42.94% | Nov 2025 | - | 13 |
-18.42% | Feb 2025 | May 2025 | 3 |
-0.62% | Jun 2025 | Jul 2025 | 1 |