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+0.97%
This Month
+13.48%
Year To Date
+100.23%
2 Years
+121.09%
5 Years
+178.81%
10 Years
+14.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.62%
- 📊 ETFs24.09%
- 📦 Distribution Services20.99%
- 💰 Finance12.67%
- 💻 Electronic Technology5.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.28%
- 🌍 Digital Currency36.62%
- 🇺🇸 Nasdaq14.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.29%
Dividends
Dividend Yield
0.39%
4 out of 6 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PGR (2.01%)
Performance Metrics
Score 6.2/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
5.98
5.98
-2
0
2
6
6
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
5.98
5.98
-2
0
2
6
6
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.04
High:
NVDA
47.54NVDALow:
PGR
13.73PGRDetails
PEG Ratio
141.6
High:
MCK
229.29MCKLow:PGR
26.48PGRDetails
Price/Book
28.32
High:NVDA
40.61NVDALow:MCK
-43.68MCKDetails
Price/Sales
2.7
High:NVDA
24.8NVDALow:MCK
0.23MCKDetails
Price/CF
36.01
High:NVDA
55.25NVDALow:PGR
9.34PGRDetails
Price/FCF
40.81
High:NVDA
59.91NVDALow:PGR
11.53PGRDetails
P/E Ratio
39.04
High:NVDA
47.54NVDALow:PGR
13.73PGRDetails
PEG Ratio
141.6
High:MCK
229.29MCKLow:PGR
26.48PGRDetails
Price/Book
28.32
High:NVDA
40.61NVDALow:MCK
-43.68MCKDetails
Price/Sales
2.7
High:NVDA
24.8NVDALow:MCK
0.23MCKDetails
Price/CF
36.01
High:NVDA
55.25NVDALow:PGR
9.34PGRDetails
Price/FCF
40.81
High:NVDA
59.91NVDALow:PGR
11.53PGRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.1% | Dec 2021 | Feb 2024 | 26 |
-20.35% | May 2021 | Aug 2021 | 3 |
-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 | - | 2 |
-0.82% | Jul 2019 | Nov 2019 | 4 |
-0.58% | May 2020 | Jun 2020 | 1 |
-0.36% | Jun 2025 | Jul 2025 | 1 |