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+0.07%
Today
+7.37%
This Month
+22.75%
Year To Date
+419.03%
2 Years
+2494.85%
5 Years
+106.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash64.14%
- 💰 Finance16.62%
- 🖥️ Technology Services15.55%
- 🪙 Cryptocurrencies10.49%
- 👥 Copy Trading9.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.28%
- 🌍 Digital Currency12.99%
- 🇬🇧 LSE4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.28%
Dividends
Dividend Yield
0%
0 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
2.82
2.82
0
1
2
3
3
Jensen's Alpha
88.19
88.19
-2
0
2
89
89
Omega Ratio
2.47
2.47
0
1
1.5
3
3
Treynor Ratio
3.33
3.33
0
0.75
1.25
4
4
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
1.78
1.78
0
0.3
0.6
2
2
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
2.82
2.82
0
1
2
3
3
Jensen's Alpha
88.19
88.19
-2
0
2
89
89
Omega Ratio
2.47
2.47
0
1
1.5
3
3
Treynor Ratio
3.33
3.33
0
0.75
1.25
4
4
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
1.78
1.78
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-50.98
High:
COIN
78.67COINLow:
MSTR
-19.4MSTRDetails
PEG Ratio
1,544.76
High:COIN
1,544.76COINLow:COIN
1,544.76COINDetails
Price/Book
5.19
High:COIN
10.21COINLow:MSTR
3.5MSTRDetails
Price/Sales
30.96
High:MSTR
236.34MSTRLow:COIN
16.47COINDetails
Price/CF
28.9
High:MSTR
7,511.07MSTRLow:COIN
14.39COINDetails
Price/FCF
28.62
High:MSTR
1,187.5MSTRLow:COIN
14.39COINDetails
P/E Ratio
-50.98
High:COIN
78.67COINLow:MSTR
-19.4MSTRDetails
PEG Ratio
1,544.76
High:COIN
1,544.76COINLow:COIN
1,544.76COINDetails
Price/Book
5.19
High:COIN
10.21COINLow:MSTR
3.5MSTRDetails
Price/Sales
30.96
High:MSTR
236.34MSTRLow:COIN
16.47COINDetails
Price/CF
28.9
High:MSTR
7,511.07MSTRLow:COIN
14.39COINDetails
Price/FCF
28.62
High:MSTR
1,187.5MSTRLow:COIN
14.39COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.16% | Dec 2021 | Jul 2023 | 19 |
-36.06% | Mar 2020 | Jul 2020 | 4 |
-32.23% | Apr 2024 | Oct 2024 | 6 |
-32.12% | Dec 2024 | - | 8 |
-20.31% | Aug 2023 | Nov 2023 | 3 |
-18.36% | Jan 2024 | Feb 2024 | 1 |
-13.79% | May 2021 | Oct 2021 | 5 |
-3.23% | Sep 2020 | Oct 2020 | 1 |