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+6.09%
This Month
+3.96%
Year To Date
+101.3%
2 Years
+100.44%
5 Years
+97.43%
10 Years
+12.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.16%
- 🖥️ Technology Services23.67%
- 🍞 Consumer Non Durables13.03%
- 🛍️ Retail Trade10.92%
- 📡 Communications9.91%
- 🧬 Health Technology6.36%
- 💇♀️ Consumer Services4.27%
- ⚡ Utilities4.12%
- 💵 Cash0.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.46%
- 🌍 Digital Currency27.16%
- 🇺🇸 Nasdaq20.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.27%
- 🇩🇪 Germany8.8%
- 🇮🇪 Ireland6.61%
- 🇬🇧 United Kingdom5.6%
Dividends
Dividend Yield
1.92%
9 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.01%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LOW | Pay Day | Aug 5, 2026 | $1.25 |
Performance Metrics
Score 5.3/10
Beta
2.47
2.47
0
0.8
1.2
0
3
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
4.83
4.83
-2
0
2
5
5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
2.47
2.47
0
0.8
1.2
0
3
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
4.83
4.83
-2
0
2
5
5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
13.8
High:
CELH
73.05CELHLow:
SNAP
-19.16SNAPDetails
PEG Ratio
132.42
High:
ULTA
415.75ULTALow:SNAP
-80.62SNAPDetails
Price/Book
2.56
High:ULTA
7.86ULTALow:LOW
-12.81LOWDetails
Price/Sales
1.83
High:
WTRG
4.29WTRGLow:
PSKY
0.36PSKYDetails
Price/CF
10.14
High:CELH
27.76CELHLow:
T.US
5.25T.USDetails
Price/FCF
26.07
High:
PFE
202.63PFELow:
CRM
11.73CRMDetails
P/E Ratio
13.8
High:CELH
73.05CELHLow:SNAP
-19.16SNAPDetails
PEG Ratio
132.42
High:ULTA
415.75ULTALow:SNAP
-80.62SNAPDetails
Price/Book
2.56
High:ULTA
7.86ULTALow:LOW
-12.81LOWDetails
Price/Sales
1.83
High:WTRG
4.29WTRGLow:PSKY
0.36PSKYDetails
Price/CF
10.14
High:CELH
27.76CELHLow:T.US
5.25T.USDetails
Price/FCF
26.07
High:PFE
202.63PFELow:CRM
11.73CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.08% | Jul 2021 | Dec 2023 | 29 |
-46.25% | Mar 2024 | Nov 2024 | 8 |
-27.79% | Feb 2025 | Jul 2025 | 5 |
-24.77% | Jan 2024 | Feb 2024 | 1 |
-21.57% | Sep 2025 | - | 11 |
-5.05% | Dec 2024 | Jan 2025 | 1 |
-1.77% | May 2021 | Jun 2021 | 1 |
-0.99% | Mar 2021 | Apr 2021 | 1 |