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+38.47%
This Month
+93.51%
Year To Date
+154.51%
2 Years
+388.15%
5 Years
+719.3%
10 Years
+37.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs77.99%
- 🪙 Cryptocurrencies21.55%
- 🖥️ Technology Services0.44%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.14%
- 🇺🇸 Nasdaq24.29%
- 🌍 Digital Currency21.55%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.44%
Dividends
Dividend Yield
0%
0 out of 6 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 6.8/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
19.29
19.29
-2
0
2
20
20
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
19.29
19.29
-2
0
2
20
20
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-3.98
High:
MSTR
-3.98MSTRLow:MSTR
-3.98MSTRDetails
PEG Ratio
N/A
Details
Price/Book
1.51
High:MSTR
1.51MSTRLow:MSTR
1.51MSTRDetails
Price/Sales
108.88
High:MSTR
108.88MSTRLow:MSTR
108.88MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
P/E Ratio
-3.98
High:MSTR
-3.98MSTRLow:MSTR
-3.98MSTRDetails
PEG Ratio
N/A
Details
Price/Book
1.51
High:MSTR
1.51MSTRLow:MSTR
1.51MSTRDetails
Price/Sales
108.88
High:MSTR
108.88MSTRLow:MSTR
108.88MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
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 | Apr 2026 | 5 |
-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 |