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+27.46%
This Month
+14.8%
Year To Date
+102.97%
2 Years
+102.97%
5 Years
+102.97%
10 Years
+56.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services57.77%
- 🏥 Health Services24.9%
- 💰 Finance17.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.06%
- 🇺🇸 Nasdaq47.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.87%
- 🇦🇺 Australia11.73%
- 🇮🇱 Israel5.25%
- 🇳🇱 Netherlands3.15%
Dividends
Dividend Yield
0%
1 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMNR (0.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMNR | 0% | 0.04% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
2.42
2.42
0
0.8
1.2
0
3
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
12.92
12.92
-2
0
2
13
13
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Beta
2.42
2.42
0
0.8
1.2
0
3
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
12.92
12.92
-2
0
2
13
13
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-277.25
High:
NBIS
312.26NBISLow:
ZETA
-119.31ZETADetails
PEG Ratio
-55.32
High:NBIS
83.52NBISLow:ZETA
-187.79ZETADetails
Price/Book
8.88
High:
APP
77.81APPLow:BMNR
1.15BMNRDetails
Price/Sales
6.11
High:BMNR
624.36BMNRLow:
OSCR
0.4OSCRDetails
Price/CF
29.85
High:NBIS
172.05NBISLow:OSCR
3.72OSCRDetails
Price/FCF
32.32
High:NBIS
242.15NBISLow:OSCR
3.85OSCRDetails
P/E Ratio
-277.25
High:NBIS
312.26NBISLow:ZETA
-119.31ZETADetails
PEG Ratio
-55.32
High:NBIS
83.52NBISLow:ZETA
-187.79ZETADetails
Price/Book
8.88
High:APP
77.81APPLow:BMNR
1.15BMNRDetails
Price/Sales
6.11
High:BMNR
624.36BMNRLow:OSCR
0.4OSCRDetails
Price/CF
29.85
High:NBIS
172.05NBISLow:OSCR
3.72OSCRDetails
Price/FCF
32.32
High:NBIS
242.15NBISLow:OSCR
3.85OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.64% | Oct 2025 | - | 7 |
-17.19% | Dec 2024 | May 2025 | 5 |
-4.83% | Oct 2024 | Nov 2024 | 1 |