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-2.04%
This Month
-7.08%
Year To Date
-5.31%
2 Years
+50.78%
5 Years
+89.5%
10 Years
+12.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies48.05%
- 💻 Electronic Technology34.21%
- 📊 ETFs7.48%
- 💇♀️ Consumer Services4.33%
- 🖥️ Technology Services2.86%
- 🛍️ Retail Trade2.7%
- 💼 Commercial Services0.21%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency48.05%
- 🇺🇸 NYSE38.76%
- 🇺🇸 Nasdaq11.99%
- 🇺🇸 Chicago Board Options Exchange1.06%
Countries Breakdown
- Country
- Total
- 🇹🇼 Taiwan31.17%
- 🇺🇸 United States10.45%
- 🇸🇬 Singapore2.7%
Dividends
Dividend Yield
0.33%
5 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.61%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
11.23
11.23
-2
0
2
12
12
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
2.92
2.92
0
0.75
1.25
3
3
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
11.23
11.23
-2
0
2
12
12
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
2.92
2.92
0
0.75
1.25
3
3
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.68
High:
SBUX
58.4SBUXLow:
U
-38.25UDetails
PEG Ratio
53.89
High:
AAPL
150.47AAPLLow:U
-78.75UDetails
Price/Book
11.9
High:AAPL
51.38AAPLLow:SBUX
-12.92SBUXDetails
Price/Sales
12.4
High:
TSM
14.49TSMLow:
PYPL
1.58PYPLDetails
Price/CF
22.03
High:U
41.06ULow:PYPL
10.02PYPLDetails
Price/FCF
69
High:SBUX
1,256.06SBUXLow:PYPL
11.57PYPLDetails
P/E Ratio
34.68
High:SBUX
58.4SBUXLow:U
-38.25UDetails
PEG Ratio
53.89
High:AAPL
150.47AAPLLow:U
-78.75UDetails
Price/Book
11.9
High:AAPL
51.38AAPLLow:SBUX
-12.92SBUXDetails
Price/Sales
12.4
High:TSM
14.49TSMLow:PYPL
1.58PYPLDetails
Price/CF
22.03
High:U
41.06ULow:PYPL
10.02PYPLDetails
Price/FCF
69
High:SBUX
1,256.06SBUXLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.9% | Dec 2024 | - | 15 |
-31.99% | Nov 2021 | Nov 2022 | 12 |
-12.28% | Feb 2021 | Jun 2021 | 4 |
-10.73% | Aug 2023 | Feb 2024 | 6 |
-7.24% | Apr 2024 | Sep 2024 | 5 |
-2.59% | Dec 2022 | Jan 2023 | 1 |
-1.61% | Feb 2023 | Mar 2023 | 1 |
-0.72% | Apr 2023 | May 2023 | 1 |