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-5.22%
This Month
-6.17%
Year To Date
+18.32%
2 Years
+98.56%
5 Years
+156.1%
10 Years
+11.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.66%
- 📦 Distribution Services26.92%
- 📊 ETFs26.06%
- 💻 Electronic Technology4.07%
- 💵 Cash2.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.07%
- 🌍 Digital Currency39.66%
- 🇺🇸 Chicago Board Options Exchange5.9%
- 🇺🇸 Nasdaq4.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.99%
Dividends
Dividend Yield
0.12%
2 out of 5 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MCK (0.44%)
Performance Metrics
Score 6/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
4.68
4.68
-2
0
2
5
5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
4.68
4.68
-2
0
2
5
5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.25
High:
NVDA
33.49NVDALow:
MCK
19.68MCKDetails
PEG Ratio
39.05
High:MCK
40.33MCKLow:NVDA
30.57NVDADetails
Price/Book
32.57
High:NVDA
27.09NVDALow:MCK
-41.82MCKDetails
Price/Sales
2.06
High:NVDA
21.04NVDALow:MCK
0.23MCKDetails
Price/CF
35.55
High:NVDA
40.43NVDALow:MCK
17.25MCKDetails
Price/FCF
42.18
High:NVDA
48.33NVDALow:MCK
19.89MCKDetails
P/E Ratio
31.25
High:NVDA
33.49NVDALow:MCK
19.68MCKDetails
PEG Ratio
39.05
High:MCK
40.33MCKLow:NVDA
30.57NVDADetails
Price/Book
32.57
High:NVDA
27.09NVDALow:MCK
-41.82MCKDetails
Price/Sales
2.06
High:NVDA
21.04NVDALow:MCK
0.23MCKDetails
Price/CF
35.55
High:NVDA
40.43NVDALow:MCK
17.25MCKDetails
Price/FCF
42.18
High:NVDA
48.33NVDALow:MCK
19.89MCKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.1% | Dec 2021 | Feb 2024 | 26 |
-20.35% | May 2021 | Aug 2021 | 3 |
-12.84% | Oct 2025 | - | 9 |
-9.98% | Mar 2018 | Apr 2019 | 13 |
-9.82% | Sep 2021 | Oct 2021 | 1 |
-8.78% | Feb 2025 | May 2025 | 3 |
-8.36% | Dec 2024 | Jan 2025 | 1 |
-6.39% | Apr 2024 | May 2024 | 1 |
-4.03% | Jun 2024 | Oct 2024 | 4 |
-3.04% | May 2019 | Jun 2019 | 1 |
-3.03% | Sep 2020 | Nov 2020 | 2 |
-1.84% | Aug 2025 | Sep 2025 | 1 |
-0.82% | Jul 2019 | Nov 2019 | 4 |
-0.58% | May 2020 | Jun 2020 | 1 |
-0.36% | Jun 2025 | Jul 2025 | 1 |