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+20.02%
This Month
+7.24%
Year To Date
+44.85%
2 Years
+111.05%
5 Years
+111.99%
10 Years
+15.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology59.37%
- 🖥️ Technology Services33.37%
- 🪙 Cryptocurrencies6.92%
- 💰 Finance0.3%
- 🚗 Consumer Durables0.04%
- 💇♀️ Consumer Services0%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq93.08%
- 🌍 Digital Currency6.92%
- 🇺🇸 NYSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.08%
Dividends
Dividend Yield
0.18%
3 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.85%)
Performance Metrics
Score 3.8/10
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-1.33
-1.33
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-1.33
-1.33
-2
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.36
High:
AMD
103.96AMDLow:
MSTR
-9.29MSTRDetails
PEG Ratio
68.26
High:
MSFT
91.48MSFTLow:
LCID
-7.93LCIDDetails
Price/Book
18.43
High:
NVDA
31.22NVDALow:
AMC
-0.5AMCDetails
Price/Sales
17.49
High:MSTR
105.23MSTRLow:AMC
0.19AMCDetails
Price/CF
34.58
High:MSTR
7,511.07MSTRLow:
META
14.62METADetails
Price/FCF
55.61
High:MSTR
1,187.5MSTRLow:
COIN
25COINDetails
P/E Ratio
37.36
High:AMD
103.96AMDLow:MSTR
-9.29MSTRDetails
PEG Ratio
68.26
High:MSFT
91.48MSFTLow:LCID
-7.93LCIDDetails
Price/Book
18.43
High:NVDA
31.22NVDALow:AMC
-0.5AMCDetails
Price/Sales
17.49
High:MSTR
105.23MSTRLow:AMC
0.19AMCDetails
Price/CF
34.58
High:MSTR
7,511.07MSTRLow:META
14.62METADetails
Price/FCF
55.61
High:MSTR
1,187.5MSTRLow:COIN
25COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.83% | Sep 2021 | Feb 2024 | 29 |
-24.73% | Nov 2025 | - | 6 |
-22.23% | Dec 2024 | Jun 2025 | 6 |
-20.36% | Apr 2024 | Nov 2024 | 7 |
-3.8% | Aug 2025 | Sep 2025 | 1 |
-0.72% | May 2021 | Jun 2021 | 1 |
-0.54% | Feb 2021 | Mar 2021 | 1 |