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-2.69%
This Month
-4.3%
Year To Date
+32.3%
2 Years
+63.87%
5 Years
+63.87%
10 Years
+15.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.07%
- 💻 Electronic Technology36.56%
- 🖥️ Technology Services25.31%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.87%
- 🌍 Digital Currency38.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.87%
Dividends
Dividend Yield
0.94%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QCOM | 0.94% | 2.58% | $3.25 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
0.23
0.23
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
0.23
0.23
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.85
High:QCOM
28.82QCOMLow:
ADBE
16.35ADBEDetails
PEG Ratio
47.75
High:ADBE
47.75ADBELow:ADBE
47.75ADBEDetails
Price/Book
7.32
High:ADBE
9.7ADBELow:QCOM
6.49QCOMDetails
Price/Sales
3.74
High:ADBE
4.79ADBELow:QCOM
3.36QCOMDetails
Price/CF
13.18
High:ADBE
13.31ADBELow:QCOM
13.11QCOMDetails
Price/FCF
17.53
High:QCOM
20.7QCOMLow:ADBE
13.55ADBEDetails
P/E Ratio
22.85
High:QCOM
28.82QCOMLow:ADBE
16.35ADBEDetails
PEG Ratio
47.75
High:ADBE
47.75ADBELow:ADBE
47.75ADBEDetails
Price/Book
7.32
High:ADBE
9.7ADBELow:QCOM
6.49QCOMDetails
Price/Sales
3.74
High:ADBE
4.79ADBELow:QCOM
3.36QCOMDetails
Price/CF
13.18
High:ADBE
13.31ADBELow:QCOM
13.11QCOMDetails
Price/FCF
17.53
High:QCOM
20.7QCOMLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.88% | Oct 2025 | - | 6 |
-10.97% | Oct 2022 | Jan 2023 | 3 |
-7.91% | Sep 2023 | Nov 2023 | 2 |
-7.9% | Feb 2025 | May 2025 | 3 |
-6.01% | Mar 2024 | Sep 2024 | 6 |
-3.19% | Apr 2023 | Jun 2023 | 2 |
-3.01% | Feb 2023 | Mar 2023 | 1 |