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+9.1%
This Month
+34.52%
Year To Date
+460.37%
2 Years
+378.26%
5 Years
+773.01%
10 Years
+48.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services55.81%
- 💻 Electronic Technology13.29%
- 🛠️ Producer Manufacturing12.48%
- 💵 Cash8.21%
- 🏥 Health Services5.5%
- 🛍️ Retail Trade4.19%
- 🪙 Cryptocurrencies0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.36%
- 🇺🇸 Nasdaq41.91%
- 🌍 Digital Currency0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.72%
- 🇳🇱 Netherlands9.35%
- 🇸🇬 Singapore4.19%
Dividends
Dividend Yield
0%
0 out of 11 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 7/10
Beta
2.13
2.13
0
0.8
1.2
0
3
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
34.38
34.38
-2
0
2
35
35
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
2.13
2.13
0
0.8
1.2
0
3
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.52
1.52
0
1
2
3
3
Jensen's Alpha
34.38
34.38
-2
0
2
35
35
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
79.26
High:
NBIS
191.88NBISLow:
KVYO
-169.53KVYODetails
PEG Ratio
-84.38
High:NBIS
51.33NBISLow:KVYO
-506.83KVYODetails
Price/Book
10.5
High:
APP
76.52APPLow:
RBRK
-20.94RBRKDetails
Price/Sales
4.14
High:NBIS
40.17NBISLow:
SMCI
0.81SMCIDetails
Price/CF
48.77
High:NBIS
172.05NBISLow:
HIVE
5.03HIVEDetails
Price/FCF
62.36
High:NBIS
242.15NBISLow:SMCI
46.16SMCIDetails
P/E Ratio
79.26
High:NBIS
191.88NBISLow:KVYO
-169.53KVYODetails
PEG Ratio
-84.38
High:NBIS
51.33NBISLow:KVYO
-506.83KVYODetails
Price/Book
10.5
High:APP
76.52APPLow:RBRK
-20.94RBRKDetails
Price/Sales
4.14
High:NBIS
40.17NBISLow:SMCI
0.81SMCIDetails
Price/CF
48.77
High:NBIS
172.05NBISLow:HIVE
5.03HIVEDetails
Price/FCF
62.36
High:NBIS
242.15NBISLow:SMCI
46.16SMCIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-90.04% | May 2021 | Apr 2025 | 47 |
-22.45% | Mar 2020 | Nov 2020 | 8 |
-16.04% | Nov 2025 | Jan 2026 | 2 |
-4.56% | Feb 2021 | Mar 2021 | 1 |
-0.38% | Feb 2026 | Mar 2026 | 1 |