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-1.21%
Today
+21.26%
This Month
-7.62%
Year To Date
+21.54%
2 Years
+61.45%
5 Years
+54.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies60.97%
- 💵 Cash24.21%
- 📊 ETFs13.21%
- 💰 Finance1.48%
- 🖥️ Technology Services1.3%
- 💻 Electronic Technology0.63%
- 🏥 Health Services0.5%
- 🧬 Health Technology0.32%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency60.97%
- 🇺🇸 NYSE9.36%
- 🇺🇸 Nasdaq8.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.24%
Dividends
Dividend Yield
0.03%
3 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
Performance Metrics
Score 8.4/10
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
75.29
75.29
-2
0
2
76
76
Omega Ratio
2.34
2.34
0
1
1.5
3
3
Treynor Ratio
18.81
18.81
0
0.75
1.25
19
19
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
75.29
75.29
-2
0
2
76
76
Omega Ratio
2.34
2.34
0
1
1.5
3
3
Treynor Ratio
18.81
18.81
0
0.75
1.25
19
19
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
46.65
High:
PLTR
534.02PLTRLow:
MDB
-105.32MDBDetails
PEG Ratio
579.23
High:
COIN
1,000.65COINLow:MDB
-370.08MDBDetails
Price/Book
18.13
High:PLTR
53.2PLTRLow:
TDOC
0.85TDOCDetails
Price/Sales
18.55
High:PLTR
100.22PLTRLow:TDOC
0.47TDOCDetails
Price/CF
34.32
High:
KTOS
242.03KTOSLow:TDOC
4.61TDOCDetails
Price/FCF
53.21
High:KTOS
472.24KTOSLow:TDOC
4.81TDOCDetails
P/E Ratio
46.65
High:PLTR
534.02PLTRLow:MDB
-105.32MDBDetails
PEG Ratio
579.23
High:COIN
1,000.65COINLow:MDB
-370.08MDBDetails
Price/Book
18.13
High:PLTR
53.2PLTRLow:TDOC
0.85TDOCDetails
Price/Sales
18.55
High:PLTR
100.22PLTRLow:TDOC
0.47TDOCDetails
Price/CF
34.32
High:KTOS
242.03KTOSLow:TDOC
4.61TDOCDetails
Price/FCF
53.21
High:KTOS
472.24KTOSLow:TDOC
4.81TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.15% | Mar 2018 | Jun 2019 | 15 |
-31.61% | Dec 2024 | - | 6 |
-25.21% | Jul 2021 | Jun 2023 | 23 |
-17% | Jun 2024 | Nov 2024 | 5 |
-11.56% | Aug 2023 | Feb 2024 | 6 |
-9.15% | Apr 2024 | May 2024 | 1 |
-8.64% | Oct 2017 | Dec 2017 | 2 |
-4.77% | Sep 2020 | Nov 2020 | 2 |
-3.79% | Aug 2019 | Jan 2020 | 5 |
-3.19% | Jan 2017 | Mar 2017 | 2 |
-2.26% | May 2017 | Jun 2017 | 1 |
-1.56% | May 2021 | Jun 2021 | 1 |
-1.26% | Aug 2017 | Sep 2017 | 1 |