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-2.41%
This Month
-4.14%
Year To Date
+19.35%
2 Years
+27.49%
5 Years
+31.78%
10 Years
+5.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs51.67%
- 🪙 Cryptocurrencies15.04%
- 🖥️ Technology Services11.27%
- 💻 Electronic Technology8%
- 💰 Finance4.59%
- 🛍️ Retail Trade4.01%
- 🏭 Industrial Services3.56%
- 🛠️ Producer Manufacturing1.86%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.81%
- 🇺🇸 Nasdaq38.14%
- 🌍 Digital Currency15.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.87%
- 🇳🇱 Netherlands3.41%
Dividends
Dividend Yield
0.15%
6 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WM (1.4%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-7.18
-7.18
-8
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-7.18
-7.18
-8
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.04
High:
ASML
50.04ASMLLow:
BRK.B
15.7BRK.BDetails
PEG Ratio
134
High:
ROK
496.33ROKLow:
GOOGL
82.04GOOGLDetails
Price/Book
7.35
High:
AAPL
43.77AAPLLow:BRK.B
1.47BRK.BDetails
Price/Sales
6.7
High:ASML
14.65ASMLLow:BRK.B
2.83BRK.BDetails
Price/CF
23.64
High:ROK
31.07ROKLow:
WM
14.71WMDetails
Price/FCF
56.55
High:
AMZN
325.85AMZNLow:AAPL
37.55AAPLDetails
P/E Ratio
28.04
High:ASML
50.04ASMLLow:BRK.B
15.7BRK.BDetails
PEG Ratio
134
High:ROK
496.33ROKLow:GOOGL
82.04GOOGLDetails
Price/Book
7.35
High:AAPL
43.77AAPLLow:BRK.B
1.47BRK.BDetails
Price/Sales
6.7
High:ASML
14.65ASMLLow:BRK.B
2.83BRK.BDetails
Price/CF
23.64
High:ROK
31.07ROKLow:WM
14.71WMDetails
Price/FCF
56.55
High:AMZN
325.85AMZNLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.97% | Nov 2021 | Nov 2024 | 36 |
-14.94% | Feb 2025 | Aug 2025 | 6 |
-10.04% | May 2021 | Aug 2021 | 3 |
-7.74% | Sep 2021 | Oct 2021 | 1 |
-7.01% | Nov 2025 | - | 5 |
-2.27% | Dec 2024 | Jan 2025 | 1 |
-0.48% | Feb 2021 | Mar 2021 | 1 |