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-0.42%
This Month
-14.22%
Year To Date
-26.83%
2 Years
+16.6%
5 Years
+207.99%
10 Years
+18.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.76%
- 💻 Electronic Technology26.04%
- 🖥️ Technology Services15.18%
- 💰 Finance9.57%
- 💵 Cash2.91%
- 📊 ETFs2.83%
- 🚗 Consumer Durables1.76%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.76%
- 🇺🇸 NYSE28.93%
- 🇭🇰 Hong Kong Exchanges15.18%
- 🇺🇸 Nasdaq8.44%
- 🇺🇸 Chicago Board Options Exchange2.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.55%
- 🇨🇳 China15.18%
- 🇹🇼 Taiwan6.82%
Dividends
Dividend Yield
0.44%
4 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.03%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
7.84
7.84
-2
0
2
8
8
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
7.84
7.84
-2
0
2
8
8
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.44
High:
TSLA
377.27TSLALow:
AMBA
-31.78AMBADetails
PEG Ratio
46.59
High:
TSM
65.02TSMLow:AMBA
-84.95AMBADetails
Price/Book
4.58
High:
NVDA
28.28NVDALow:
BRK.B
1.47BRK.BDetails
Price/Sales
6.68
High:NVDA
20.71NVDALow:
LMT
2.05LMTDetails
Price/CF
25.57
High:TSLA
107.92TSLALow:LMT
13.11LMTDetails
Price/FCF
46.62
High:TSLA
255.88TSLALow:
0700.HK
24.530700.HKDetails
P/E Ratio
26.44
High:TSLA
377.27TSLALow:AMBA
-31.78AMBADetails
PEG Ratio
46.59
High:TSM
65.02TSMLow:AMBA
-84.95AMBADetails
Price/Book
4.58
High:NVDA
28.28NVDALow:BRK.B
1.47BRK.BDetails
Price/Sales
6.68
High:NVDA
20.71NVDALow:LMT
2.05LMTDetails
Price/CF
25.57
High:TSLA
107.92TSLALow:LMT
13.11LMTDetails
Price/FCF
46.62
High:TSLA
255.88TSLALow:0700.HK
24.530700.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.17% | Dec 2021 | Mar 2024 | 27 |
-37.31% | Feb 2025 | - | 14 |
-31.84% | Apr 2024 | Nov 2024 | 7 |
-24.59% | May 2021 | Aug 2021 | 3 |
-22% | Jul 2019 | Dec 2020 | 17 |
-7.87% | Sep 2021 | Oct 2021 | 1 |
-6.08% | Dec 2024 | Jan 2025 | 1 |