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-1.04%
Today
+26.21%
This Month
+13.52%
Year To Date
+34.86%
2 Years
+91.39%
5 Years
+56.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies65.92%
- 💵 Cash23.91%
- 📊 ETFs11.46%
- 💰 Finance1.86%
- 🖥️ Technology Services1.24%
- 💻 Electronic Technology0.78%
- 🏥 Health Services0.5%
- 🧬 Health Technology0.34%
- 🚗 Consumer Durables0.33%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency65.92%
- 🇺🇸 Nasdaq8.48%
- 🇺🇸 NYSE8.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.04%
Dividends
Dividend Yield
0.02%
3 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.65%)
Performance Metrics
Score 8.4/10
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
2.55
2.55
0
1
2
3
3
Jensen's Alpha
75.94
75.94
-2
0
2
76
76
Omega Ratio
2.34
2.34
0
1
1.5
3
3
Treynor Ratio
17.99
17.99
0
0.75
1.25
18
18
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
2.55
2.55
0
1
2
3
3
Jensen's Alpha
75.94
75.94
-2
0
2
76
76
Omega Ratio
2.34
2.34
0
1
1.5
3
3
Treynor Ratio
17.99
17.99
0
0.75
1.25
18
18
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
62.54
High:
PLTR
662.84PLTRLow:
MDB
-193.15MDBDetails
PEG Ratio
884.51
High:
COIN
1,521.98COINLow:MDB
-323.75MDBDetails
Price/Book
20.91
High:PLTR
66.03PLTRLow:
TDOC
1.02TDOCDetails
Price/Sales
19.92
High:PLTR
124.39PLTRLow:TDOC
0.57TDOCDetails
Price/CF
31.26
High:
KTOS
242.03KTOSLow:TDOC
4.61TDOCDetails
Price/FCF
43.91
High:KTOS
472.24KTOSLow:TDOC
4.81TDOCDetails
P/E Ratio
62.54
High:PLTR
662.84PLTRLow:MDB
-193.15MDBDetails
PEG Ratio
884.51
High:COIN
1,521.98COINLow:MDB
-323.75MDBDetails
Price/Book
20.91
High:PLTR
66.03PLTRLow:TDOC
1.02TDOCDetails
Price/Sales
19.92
High:PLTR
124.39PLTRLow:TDOC
0.57TDOCDetails
Price/CF
31.26
High:KTOS
242.03KTOSLow:TDOC
4.61TDOCDetails
Price/FCF
43.91
High:KTOS
472.24KTOSLow:TDOC
4.81TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.15% | Mar 2018 | Jun 2019 | 15 |
-32.31% | Dec 2024 | Jul 2025 | 7 |
-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 |