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-0.77%
This Month
-20.21%
Year To Date
-7.69%
2 Years
+100.39%
5 Years
+112.76%
10 Years
+9.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services50.66%
- 🪙 Cryptocurrencies16.71%
- 📡 Communications15.67%
- 🏥 Health Services7.02%
- 💻 Electronic Technology3.94%
- 💰 Finance3.43%
- 🚗 Consumer Durables2.56%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.22%
- 🇺🇸 Nasdaq31.5%
- 🌍 Digital Currency16.71%
- 🇩🇪 FRA2.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.72%
- 🇩🇪 Germany2.56%
Dividends
Dividend Yield
0.14%
1 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (5.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 P911.DE | 0.14% | 5.38% | $2.31 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
3.43
3.43
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
3.43
3.43
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-52.83
High:P911.DE
123.06P911.DELow:
ASTS
-53.32ASTSDetails
PEG Ratio
-15.6
High:
TTD
191.62TTDLow:ASTS
-164.53ASTSDetails
Price/Book
3.42
High:
GRND
54.28GRNDLow:
MSTR
1.32MSTRDetails
Price/Sales
6.54
High:
QBTS
309.19QBTSLow:P911.DE
1.08P911.DEDetails
Price/CF
24.85
High:MSTR
7,511.07MSTRLow:P911.DE
9.18P911.DEDetails
Price/FCF
43.45
High:MSTR
1,187.5MSTRLow:GRND
17.65GRNDDetails
P/E Ratio
-52.83
High:P911.DE
123.06P911.DELow:ASTS
-53.32ASTSDetails
PEG Ratio
-15.6
High:TTD
191.62TTDLow:ASTS
-164.53ASTSDetails
Price/Book
3.42
High:GRND
54.28GRNDLow:MSTR
1.32MSTRDetails
Price/Sales
6.54
High:QBTS
309.19QBTSLow:P911.DE
1.08P911.DEDetails
Price/CF
24.85
High:MSTR
7,511.07MSTRLow:P911.DE
9.18P911.DEDetails
Price/FCF
43.45
High:MSTR
1,187.5MSTRLow:GRND
17.65GRNDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.44% | Sep 2025 | - | 9 |
-22.83% | Dec 2024 | Aug 2025 | 8 |
-20.58% | Feb 2021 | Jan 2023 | 23 |
-19.3% | Aug 2023 | Mar 2024 | 7 |
-6.27% | Aug 2024 | Oct 2024 | 2 |
-5.35% | Apr 2024 | Jul 2024 | 3 |
-3.62% | Apr 2023 | Jun 2023 | 2 |