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+1.45%
This Month
-6.84%
Year To Date
+30.08%
2 Years
+39.07%
5 Years
+39.07%
10 Years
+14.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.29%
- 💻 Electronic Technology31.15%
- 🪙 Cryptocurrencies13.6%
- 🛍️ Retail Trade8%
- 📊 ETFs3.45%
- 💰 Finance1.49%
- 🚗 Consumer Durables0.9%
- 🧬 Health Technology0.63%
- 💼 Commercial Services0.45%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.02%
- 🇺🇸 NYSE33.34%
- 🌍 Digital Currency13.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.36%
- 🇱🇺 Luxembourg16.48%
- 🇨🇭 Switzerland0.63%
- 🇨🇦 Canada0.45%
Dividends
Dividend Yield
0.11%
6 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.86%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-13.2
-13.2
-14
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.65
1.65
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.51
0.51
0
1
2
3
3
Jensen's Alpha
-13.2
-13.2
-14
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.73
High:
TSLA
377.27TSLALow:
TEM.US
-36.45TEM.USDetails
PEG Ratio
87.99
High:
HWM
218.58HWMLow:TEM.US
-51.81TEM.USDetails
Price/Book
11.34
High:
APP
76.52APPLow:
BRK.B
1.47BRK.BDetails
Price/Sales
9.51
High:
CRSP
1,628.53CRSPLow:BRK.B
2.83BRK.BDetails
Price/CF
27.01
High:
PLTR
214.31PLTRLow:CRSP
9.59CRSPDetails
Price/FCF
60.85
High:
AMZN
325.85AMZNLow:CRSP
11.68CRSPDetails
P/E Ratio
32.73
High:TSLA
377.27TSLALow:TEM.US
-36.45TEM.USDetails
PEG Ratio
87.99
High:HWM
218.58HWMLow:TEM.US
-51.81TEM.USDetails
Price/Book
11.34
High:APP
76.52APPLow:BRK.B
1.47BRK.BDetails
Price/Sales
9.51
High:CRSP
1,628.53CRSPLow:BRK.B
2.83BRK.BDetails
Price/CF
27.01
High:PLTR
214.31PLTRLow:CRSP
9.59CRSPDetails
Price/FCF
60.85
High:AMZN
325.85AMZNLow:CRSP
11.68CRSPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.02% | Nov 2025 | - | 5 |
-13.09% | Feb 2025 | May 2025 | 3 |
-11.41% | Aug 2023 | Dec 2023 | 4 |
-7.2% | Apr 2024 | May 2024 | 1 |
-5.84% | Mar 2023 | Jun 2023 | 3 |
-2.26% | Jul 2024 | Sep 2024 | 2 |
-2.04% | Dec 2024 | Jan 2025 | 1 |