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-1.4%
This Month
-20.8%
Year To Date
+3.09%
2 Years
+3.09%
5 Years
+3.09%
10 Years
+2.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies66.58%
- 🖥️ Technology Services7.69%
- 🛍️ Retail Trade5.74%
- 🧬 Health Technology5.61%
- 🚗 Consumer Durables2.94%
- 🍞 Consumer Non Durables2.26%
- 💰 Finance2.23%
- 💻 Electronic Technology1.89%
- 📊 ETFs1.85%
- 🏥 Health Services1.51%
- 💼 Commercial Services0.63%
- 💵 Cash0.36%
- 🛠️ Producer Manufacturing0.35%
- 📡 Communications0.12%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency66.58%
- 🇺🇸 Nasdaq14.4%
- 🇺🇸 NYSE11.81%
- 🇩🇰 Copenhagen Stock Exchange5.61%
- 🇩🇪 FRA1.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.37%
- 🇩🇰 Denmark5.61%
- 🇨🇳 China2.48%
- 🇱🇺 Luxembourg2.33%
- 🇺🇾 Uruguay2.2%
- 🇨🇭 Switzerland1.2%
- 🇮🇱 Israel1.07%
- 🇩🇪 Germany1.02%
- 🇳🇱 Netherlands0.88%
- 🇨🇦 Canada0.83%
Dividends
Dividend Yield
0.47%
11 out of 45 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WHR (6.29%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-9.75
-9.75
-10
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-9.75
-9.75
-10
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.13
High:
TSLA
387.92TSLALow:
OKLO
-127.64OKLODetails
PEG Ratio
331.19
High:
MELI
997.18MELILow:OKLO
-141.92OKLODetails
Price/Book
6.8
High:
ASML
26.51ASMLLow:
MSTR
0.96MSTRDetails
Price/Sales
4.36
High:MSTR
83.57MSTRLow:OKLO
-OKLODetails
Price/CF
23.5
High:MSTR
7,511.07MSTRLow:
CROX
6.23CROXDetails
Price/FCF
64.61
High:
PEP
5,797.72PEPLow:CROX
6.71CROXDetails
P/E Ratio
33.13
High:TSLA
387.92TSLALow:OKLO
-127.64OKLODetails
PEG Ratio
331.19
High:MELI
997.18MELILow:OKLO
-141.92OKLODetails
Price/Book
6.8
High:ASML
26.51ASMLLow:MSTR
0.96MSTRDetails
Price/Sales
4.36
High:MSTR
83.57MSTRLow:OKLO
-OKLODetails
Price/CF
23.5
High:MSTR
7,511.07MSTRLow:CROX
6.23CROXDetails
Price/FCF
64.61
High:PEP
5,797.72PEPLow:CROX
6.71CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.1% | Oct 2025 | - | 6 |
-16.81% | Feb 2025 | Jul 2025 | 5 |
-4.17% | Aug 2024 | Oct 2024 | 2 |