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+0.52%
This Month
-13.97%
Year To Date
-25.02%
2 Years
-13.81%
5 Years
+63.24%
10 Years
+6.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.12%
- 🧬 Health Technology26.42%
- 💵 Cash10.62%
- 💼 Commercial Services7.6%
- 🖥️ Technology Services3.89%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.12%
- 🇺🇸 NYSE21.34%
- 🇺🇸 Nasdaq16.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.31%
- 🇨🇦 Canada7.6%
Dividends
Dividend Yield
1.38%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 1.38% | 6.48% | $1.66 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-4.51
-4.51
-5
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-4.51
-4.51
-5
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.38
High:
SHOP
138.43SHOPLow:
MRNA
-7.96MRNADetails
PEG Ratio
-14.87
High:
ZM
13.44ZMLow:MRNA
-36.57MRNADetails
Price/Book
2.33
High:SHOP
12.55SHOPLow:PFE
1.75PFEDetails
Price/Sales
3.25
High:SHOP
14.63SHOPLow:PFE
2.42PFEDetails
Price/CF
16.41
High:SHOP
103.19SHOPLow:PFE
12.1PFEDetails
Price/FCF
132.83
High:PFE
202.63PFELow:ZM
14.51ZMDetails
P/E Ratio
28.38
High:SHOP
138.43SHOPLow:MRNA
-7.96MRNADetails
PEG Ratio
-14.87
High:ZM
13.44ZMLow:MRNA
-36.57MRNADetails
Price/Book
2.33
High:SHOP
12.55SHOPLow:PFE
1.75PFEDetails
Price/Sales
3.25
High:SHOP
14.63SHOPLow:PFE
2.42PFEDetails
Price/CF
16.41
High:SHOP
103.19SHOPLow:PFE
12.1PFEDetails
Price/FCF
132.83
High:PFE
202.63PFELow:ZM
14.51ZMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.61% | Nov 2021 | Mar 2024 | 28 |
-36.9% | Dec 2024 | - | 16 |
-12.38% | Feb 2020 | Jun 2020 | 4 |
-9.01% | Nov 2018 | Mar 2019 | 4 |
-8.77% | May 2019 | Jul 2019 | 2 |
-6.62% | Sep 2021 | Oct 2021 | 1 |
-6.55% | Sep 2020 | Nov 2020 | 2 |
-6.41% | Apr 2024 | May 2024 | 1 |
-5.25% | May 2021 | Aug 2021 | 3 |
-3.24% | Jul 2024 | Oct 2024 | 3 |
-3.2% | Aug 2019 | Oct 2019 | 2 |