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+2.64%
This Month
-10.06%
Year To Date
+42.4%
2 Years
+122.28%
5 Years
+280.8%
10 Years
+22.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs47.96%
- 🪙 Cryptocurrencies36.06%
- 💻 Electronic Technology15.2%
- 🖥️ Technology Services0.74%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.06%
- 🇺🇸 NYSE33.01%
- 🇺🇸 Nasdaq30.89%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.41%
- 🇹🇼 Taiwan5.53%
Dividends
Dividend Yield
0.04%
2 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.68%)
Performance Metrics
Score 6/10
Beta
1.93
1.93
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
6.91
6.91
-2
0
2
7
7
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.93
1.93
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
6.91
6.91
-2
0
2
7
7
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.4
High:
NVDA
36.19NVDALow:
MSTR
-6.51MSTRDetails
PEG Ratio
57.26
High:
TSM
61.68TSMLow:NVDA
54.73NVDADetails
Price/Book
20.49
High:NVDA
27.41NVDALow:MSTR
0.85MSTRDetails
Price/Sales
18.67
High:MSTR
73.82MSTRLow:TSM
14.35TSMDetails
Price/CF
36.66
High:MSTR
7,511.07MSTRLow:TSM
20.71TSMDetails
Price/FCF
58.77
High:MSTR
1,187.5MSTRLow:NVDA
55.44NVDADetails
P/E Ratio
35.4
High:NVDA
36.19NVDALow:MSTR
-6.51MSTRDetails
PEG Ratio
57.26
High:TSM
61.68TSMLow:NVDA
54.73NVDADetails
Price/Book
20.49
High:NVDA
27.41NVDALow:MSTR
0.85MSTRDetails
Price/Sales
18.67
High:MSTR
73.82MSTRLow:TSM
14.35TSMDetails
Price/CF
36.66
High:MSTR
7,511.07MSTRLow:TSM
20.71TSMDetails
Price/FCF
58.77
High:MSTR
1,187.5MSTRLow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.57% | Jul 2023 | Feb 2024 | 7 |
-43.91% | Dec 2021 | May 2023 | 17 |
-31.07% | Dec 2024 | Jun 2025 | 6 |
-25.28% | Nov 2025 | - | 6 |
-16.86% | Jul 2024 | Nov 2024 | 4 |
-16.04% | Apr 2024 | May 2024 | 1 |
-14.14% | Sep 2020 | Nov 2020 | 2 |
-11.87% | Feb 2020 | Jun 2020 | 4 |
-5.38% | Sep 2021 | Oct 2021 | 1 |
-4.27% | Jul 2020 | Aug 2020 | 1 |
-2.04% | Aug 2019 | Oct 2019 | 2 |
-2.03% | May 2021 | Jun 2021 | 1 |
-0.62% | Jul 2021 | Aug 2021 | 1 |