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-0.22%
This Month
+5.14%
Year To Date
+77.53%
2 Years
+90.56%
5 Years
+99.66%
10 Years
+13.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services43.04%
- 💰 Finance21.06%
- 🪙 Cryptocurrencies16.25%
- 💇♀️ Consumer Services10.31%
- 💻 Electronic Technology9.13%
- 💵 Cash0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.16%
- 🇺🇸 Nasdaq32.38%
- 🌍 Digital Currency16.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.1%
- 🇩🇪 Germany10.52%
- 🇮🇪 Ireland8.92%
Dividends
Dividend Yield
1.82%
8 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TROW (5.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
2.68
2.68
0
0.8
1.2
0
3
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
4.56
4.56
-2
0
2
5
5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
2.68
2.68
0
0.8
1.2
0
3
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
4.56
4.56
-2
0
2
5
5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.58
High:
QCOM
30.13QCOMLow:
TROW
10.3TROWDetails
PEG Ratio
421.93
High:
ACN
1,325.02ACNLow:
DIS
12.86DISDetails
Price/Book
6.73
High:
V
15.62VLow:DIS
1.72DISDetails
Price/Sales
7.14
High:V
14.62VLow:ACN
1.7ACNDetails
Price/CF
21.67
High:
SAP
27.92SAPLow:TROW
8.14TROWDetails
Price/FCF
53.55
High:
MSFT
69.19MSFTLow:TROW
16.8TROWDetails
P/E Ratio
24.58
High:QCOM
30.13QCOMLow:TROW
10.3TROWDetails
PEG Ratio
421.93
High:ACN
1,325.02ACNLow:DIS
12.86DISDetails
Price/Book
6.73
High:V
15.62VLow:DIS
1.72DISDetails
Price/Sales
7.14
High:V
14.62VLow:ACN
1.7ACNDetails
Price/CF
21.67
High:SAP
27.92SAPLow:TROW
8.14TROWDetails
Price/FCF
53.55
High:MSFT
69.19MSFTLow:TROW
16.8TROWDetails
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 |
-20.11% | Sep 2025 | - | 7 |
-5.05% | Dec 2024 | Jan 2025 | 1 |
-1.77% | May 2021 | Jun 2021 | 1 |
-0.99% | Mar 2021 | Apr 2021 | 1 |