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-3.73%
This Month
-14.66%
Year To Date
-12.56%
2 Years
+34.67%
5 Years
+206.46%
10 Years
+12.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies82.71%
- 📊 ETFs9.53%
- 🧩 Miscellaneous6.3%
- ⚡ Utilities0.71%
- 💵 Cash0.44%
- 🧬 Health Technology0.29%
- 🖥️ Technology Services0.23%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency82.71%
- 🇺🇸 NYSE8.77%
- 🇺🇸 Nasdaq7.35%
- 🇬🇧 LSE0.71%
- 🇭🇰 Hong Kong Exchanges0.23%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom0.71%
- 🇺🇸 United States0.29%
- 🇨🇳 China0.23%
Dividends
Dividend Yield
0.05%
3 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CNA.L (2.8%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0700.HK | Pay Day | Jun 1, 2026 | $0.68 |
Performance Metrics
Score 6.2/10
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
10.7
10.7
-2
0
2
11
11
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
2.72
2.72
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
10.7
10.7
-2
0
2
11
11
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
2.72
2.72
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.95
High:
VRTX
25.84VRTXLow:
CNA.L
-177.17CNA.LDetails
PEG Ratio
34.31
High:0700.HK
71.40700.HKLow:VRTX
4.73VRTXDetails
Price/Book
3.41
High:VRTX
5.72VRTXLow:CNA.L
2.93CNA.LDetails
Price/Sales
3.37
High:VRTX
9.05VRTXLow:CNA.L
0.46CNA.LDetails
Price/CF
13.13
High:VRTX
26.99VRTXLow:CNA.L
8.75CNA.LDetails
Price/FCF
26.71
High:CNA.L
90.16CNA.LLow:0700.HK
24.530700.HKDetails
P/E Ratio
17.95
High:VRTX
25.84VRTXLow:CNA.L
-177.17CNA.LDetails
PEG Ratio
34.31
High:0700.HK
71.40700.HKLow:VRTX
4.73VRTXDetails
Price/Book
3.41
High:VRTX
5.72VRTXLow:CNA.L
2.93CNA.LDetails
Price/Sales
3.37
High:VRTX
9.05VRTXLow:CNA.L
0.46CNA.LDetails
Price/CF
13.13
High:VRTX
26.99VRTXLow:CNA.L
8.75CNA.LDetails
Price/FCF
26.71
High:CNA.L
90.16CNA.LLow:0700.HK
24.530700.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.08% | Feb 2025 | - | 16 |
-41.96% | Apr 2022 | Feb 2024 | 22 |
-35.74% | Jan 2019 | Apr 2021 | 27 |
-14.7% | Aug 2018 | Oct 2018 | 2 |
-12.22% | Apr 2024 | Sep 2024 | 5 |
-10.97% | Nov 2021 | Mar 2022 | 4 |
-8.16% | Jun 2018 | Jul 2018 | 1 |
-7.77% | Feb 2018 | May 2018 | 3 |
-3.54% | Sep 2021 | Oct 2021 | 1 |
-3.26% | Nov 2016 | Mar 2017 | 4 |
-2.75% | Oct 2017 | Nov 2017 | 1 |
-1.44% | Jul 2017 | Sep 2017 | 2 |
-1.41% | Jun 2021 | Jul 2021 | 1 |
-0.65% | Dec 2024 | Jan 2025 | 1 |