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+4.92%
This Month
-2.35%
Year To Date
+17.17%
2 Years
+5.44%
5 Years
+10.53%
10 Years
+2.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services46.56%
- 💰 Finance11.8%
- 💻 Electronic Technology9.03%
- 🚗 Consumer Durables7.7%
- 📊 ETFs7.07%
- 🪨 Non Energy Minerals4.61%
- 💵 Cash3.09%
- 🛠️ Producer Manufacturing2.49%
- 🪙 Cryptocurrencies1.82%
- 🏥 Health Services1.68%
- 🛍️ Retail Trade1.52%
- 💼 Commercial Services0.68%
- 🧬 Health Technology0.63%
- ⛏️ Energy Minerals0.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.32%
- 🇺🇸 NYSE38.07%
- 🌍 Digital Currency1.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.1%
- 🇨🇦 Canada4.88%
- 🇰🇾 Cayman Islands4.83%
- 🇳🇱 Netherlands4.82%
- 🇦🇺 Australia3.83%
- 🇨🇳 China3.25%
- 🇩🇰 Denmark0.63%
Dividends
Dividend Yield
0.19%
8 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-13.74
-13.74
-14
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-13.74
-13.74
-14
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
76.65
High:
TSLA
377.27TSLALow:
OKLO
-126.35OKLODetails
PEG Ratio
49.45
High:
NVO
199.02NVOLow:OKLO
-140.49OKLODetails
Price/Book
13.27
High:
RBLX
121.03RBLXLow:
IQ.US
0.75IQ.USDetails
Price/Sales
10.85
High:
BMNR
956.99BMNRLow:OKLO
-OKLODetails
Price/CF
48.5
High:
MSTR
7,511.07MSTRLow:
OSCR
3.72OSCRDetails
Price/FCF
162.34
High:
BABA
1,196.17BABALow:OSCR
3.85OSCRDetails
P/E Ratio
76.65
High:TSLA
377.27TSLALow:OKLO
-126.35OKLODetails
PEG Ratio
49.45
High:NVO
199.02NVOLow:OKLO
-140.49OKLODetails
Price/Book
13.27
High:RBLX
121.03RBLXLow:IQ.US
0.75IQ.USDetails
Price/Sales
10.85
High:BMNR
956.99BMNRLow:OKLO
-OKLODetails
Price/CF
48.5
High:MSTR
7,511.07MSTRLow:OSCR
3.72OSCRDetails
Price/FCF
162.34
High:BABA
1,196.17BABALow:OSCR
3.85OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.51% | Dec 2021 | Sep 2025 | 45 |
-24.5% | Nov 2025 | - | 5 |
-7.4% | Sep 2021 | Oct 2021 | 1 |
-6.09% | Jul 2021 | Aug 2021 | 1 |
-2.51% | May 2021 | Jun 2021 | 1 |