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-9.24%
This Month
-17.55%
Year To Date
+81.3%
2 Years
+2467.13%
5 Years
+1124.41%
10 Years
+34.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies87.8%
- 💻 Electronic Technology11.64%
- 💵 Cash0.62%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency87.8%
- 🇺🇸 NYSE11.64%
Countries Breakdown
- Country
- Total
- 🇹🇼 Taiwan11.64%
Dividends
Dividend Yield
0.09%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.09% | 0.81% | $1.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
2.62
2.62
0
0.8
1.2
0
3
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
62.27
62.27
-2
0
2
63
63
Omega Ratio
1.75
1.75
0
1
1.5
2.5
2.5
Treynor Ratio
2.51
2.51
0
0.75
1.25
3
3
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
2.62
2.62
0
0.8
1.2
0
3
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
62.27
62.27
-2
0
2
63
63
Omega Ratio
1.75
1.75
0
1
1.5
2.5
2.5
Treynor Ratio
2.51
2.51
0
0.75
1.25
3
3
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.88
High:TSM
33.88TSMLow:TSM
33.88TSMDetails
PEG Ratio
60.29
High:TSM
60.29TSMLow:TSM
60.29TSMDetails
Price/Book
10.45
High:TSM
10.45TSMLow:TSM
10.45TSMDetails
Price/Sales
13.99
High:TSM
13.99TSMLow:TSM
13.99TSMDetails
Price/CF
20.71
High:TSM
20.71TSMLow:TSM
20.71TSMDetails
Price/FCF
78.86
High:TSM
78.86TSMLow:TSM
78.86TSMDetails
P/E Ratio
33.88
High:TSM
33.88TSMLow:TSM
33.88TSMDetails
PEG Ratio
60.29
High:TSM
60.29TSMLow:TSM
60.29TSMDetails
Price/Book
10.45
High:TSM
10.45TSMLow:TSM
10.45TSMDetails
Price/Sales
13.99
High:TSM
13.99TSMLow:TSM
13.99TSMDetails
Price/CF
20.71
High:TSM
20.71TSMLow:TSM
20.71TSMDetails
Price/FCF
78.86
High:TSM
78.86TSMLow:TSM
78.86TSMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.63% | Oct 2018 | Mar 2023 | 53 |
-48.48% | Feb 2025 | - | 13 |
-37.21% | Apr 2024 | Nov 2024 | 7 |
-20% | Aug 2023 | Dec 2023 | 4 |
-17.02% | Feb 2018 | Jul 2018 | 5 |
-9.82% | Nov 2017 | Jan 2018 | 2 |
-6.74% | Aug 2017 | Oct 2017 | 2 |
-6.19% | Jan 2024 | Feb 2024 | 1 |