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+1.28%
This Month
+1.28%
Year To Date
-19.45%
2 Years
-19.45%
5 Years
-19.45%
10 Years
-15.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology26.83%
- 💻 Electronic Technology15.71%
- 🪙 Cryptocurrencies15.65%
- 🏭 Industrial Services12.17%
- 📦 Distribution Services10.01%
- 💰 Finance9.83%
- ⚡ Utilities9.15%
- 💵 Cash0.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.38%
- 🇺🇸 NYSE21.32%
- 🌍 Digital Currency15.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.97%
- 🇩🇰 Denmark9.35%
- 🇨🇦 Canada7.38%
Dividends
Dividend Yield
0.25%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NEE (2.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NEE | 0.25% | 2.7% | $1.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.5/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
-0.81
-0.81
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.94
-0.94
-1
1
2
3
3
Jensen's Alpha
-34.72
-34.72
-35
0
2
4.5
4.5
Omega Ratio
0.23
0.23
0
1
1.5
2.5
2.5
Treynor Ratio
-1.13
-1.13
-2
0.75
1.25
2
2
Information Ratio
-1.8
-1.8
-2
0.3
0.6
1
1
Calmar Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
-0.81
-0.81
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.94
-0.94
-1
1
2
3
3
Jensen's Alpha
-34.72
-34.72
-35
0
2
4.5
4.5
Omega Ratio
0.23
0.23
0
1
1.5
2.5
2.5
Treynor Ratio
-1.13
-1.13
-2
0.75
1.25
2
2
Information Ratio
-1.8
-1.8
-2
0.3
0.6
1
1
Calmar Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.83
High:NEE
26.52NEELow:
GCT
11.93GCTDetails
PEG Ratio
246.66
High:
INVX
943.03INVXLow:
AUPH
5.61AUPHDetails
Price/Book
3.16
High:AUPH
5.33AUPHLow:INVX
1.62INVXDetails
Price/Sales
3.58
High:AUPH
7.57AUPHLow:
SMCI
0.99SMCIDetails
Price/CF
14.57
High:SMCI
95.45SMCILow:GCT
5.46GCTDetails
Price/FCF
86.7
High:NEE
2,356.18NEELow:GCT
5.65GCTDetails
P/E Ratio
23.83
High:NEE
26.52NEELow:GCT
11.93GCTDetails
PEG Ratio
246.66
High:INVX
943.03INVXLow:AUPH
5.61AUPHDetails
Price/Book
3.16
High:AUPH
5.33AUPHLow:INVX
1.62INVXDetails
Price/Sales
3.58
High:AUPH
7.57AUPHLow:SMCI
0.99SMCIDetails
Price/CF
14.57
High:SMCI
95.45SMCILow:GCT
5.46GCTDetails
Price/FCF
86.7
High:NEE
2,356.18NEELow:GCT
5.65GCTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.75% | Oct 2025 | - | 4 |
-15.29% | Dec 2024 | Jul 2025 | 7 |