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-4.83%
This Month
-5.33%
Year To Date
+66.62%
2 Years
+85.21%
5 Years
+85.21%
10 Years
+15.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology60.66%
- 🖥️ Technology Services14.61%
- 💰 Finance12.2%
- 🪙 Cryptocurrencies5.09%
- 🧪 Process Industries2.99%
- 🛍️ Retail Trade2.92%
- ⛏️ Energy Minerals1.22%
- 💵 Cash0.2%
- 🏥 Health Services0.08%
- 🧬 Health Technology0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq81.68%
- 🇺🇸 NYSE13.09%
- 🌍 Digital Currency5.09%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.98%
- 🇨🇳 China13.97%
- 🇨🇦 Canada9.13%
- 🇹🇼 Taiwan7.56%
- 🇮🇪 Ireland2.92%
- 🇧🇷 Brazil1.22%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.26%
9 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
7.55
7.55
-2
0
2
8
8
Omega Ratio
1.49
1.49
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
7.55
7.55
-2
0
2
8
8
Omega Ratio
1.49
1.49
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.52
High:
CSIQ
71.27CSIQLow:
BMNR
-24.21BMNRDetails
PEG Ratio
32.89
High:
GOOG
82.13GOOGLow:BMNR
-32.45BMNRDetails
Price/Book
13.68
High:
NVDA
28.28NVDALow:
OGZDL.L
0.03OGZDL.LDetails
Price/Sales
13.69
High:BMNR
956.99BMNRLow:CSIQ
0.2CSIQDetails
Price/CF
26.78
High:
EDIT
432.15EDITLow:
PBR
2.49PBRDetails
Price/FCF
57.7
High:
TSM
78.86TSMLow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
33.52
High:CSIQ
71.27CSIQLow:BMNR
-24.21BMNRDetails
PEG Ratio
32.89
High:GOOG
82.13GOOGLow:BMNR
-32.45BMNRDetails
Price/Book
13.68
High:NVDA
28.28NVDALow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
13.69
High:BMNR
956.99BMNRLow:CSIQ
0.2CSIQDetails
Price/CF
26.78
High:EDIT
432.15EDITLow:PBR
2.49PBRDetails
Price/FCF
57.7
High:TSM
78.86TSMLow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.36% | Feb 2022 | Jun 2023 | 16 |
-20.57% | Aug 2023 | Sep 2024 | 13 |
-10.42% | Feb 2025 | Jun 2025 | 4 |
-9.46% | Feb 2026 | - | 2 |
-2.32% | Dec 2024 | Jan 2025 | 1 |
-0.55% | Aug 2025 | Sep 2025 | 1 |