Loading...
-15.4%
This Month
-24.72%
Year To Date
+79.5%
2 Years
+7.93%
5 Years
+36.82%
10 Years
+5.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services43.25%
- 💵 Cash34.77%
- 🪙 Cryptocurrencies18.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.25%
- 🌍 Digital Currency18.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.25%
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 3.9/10
Beta
2.37
2.37
0
0.8
1.2
0
3
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
-1.89
-1.89
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
2.37
2.37
0
0.8
1.2
0
3
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
-1.89
-1.89
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-3.22
High:
MSTR
-3.22MSTRLow:MSTR
-3.22MSTRDetails
PEG Ratio
N/A
Details
Price/Book
1.22
High:MSTR
1.22MSTRLow:MSTR
1.22MSTRDetails
Price/Sales
88.08
High:MSTR
88.08MSTRLow:MSTR
88.08MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
P/E Ratio
-3.22
High:MSTR
-3.22MSTRLow:MSTR
-3.22MSTRDetails
PEG Ratio
N/A
Details
Price/Book
1.22
High:MSTR
1.22MSTRLow:MSTR
1.22MSTRDetails
Price/Sales
88.08
High:MSTR
88.08MSTRLow:MSTR
88.08MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.69% | Nov 2021 | Nov 2024 | 36 |
-55.61% | Feb 2025 | - | 17 |
-21.51% | May 2020 | Nov 2020 | 6 |
-12.63% | Mar 2021 | Aug 2021 | 5 |
-12.27% | Sep 2021 | Oct 2021 | 1 |
-6.92% | Dec 2020 | Feb 2021 | 2 |