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-0.54%
This Month
-4.54%
Year To Date
+20.48%
2 Years
+20.48%
5 Years
+20.48%
10 Years
+13.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs42.12%
- 🖥️ Technology Services12.23%
- 🪙 Cryptocurrencies11.39%
- 💇♀️ Consumer Services9.74%
- 🧬 Health Technology8.59%
- 🍞 Consumer Non Durables8.13%
- 🛍️ Retail Trade4.89%
- 💻 Electronic Technology1.61%
- 🏥 Health Services0.88%
- 🛠️ Producer Manufacturing0.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.54%
- 🇺🇸 Nasdaq32.51%
- 🌍 Digital Currency11.39%
- 🇭🇰 Hong Kong Exchanges1.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.36%
- 🇩🇰 Denmark6.89%
- 🇨🇳 China6.45%
- 🇨🇦 Canada3.9%
- 🇮🇱 Israel0.89%
Dividends
Dividend Yield
0.89%
10 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CMCSA (4.14%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-3.54
-3.54
-4
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
1.06
1.06
0
0.3
0.6
2
2
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-3.54
-3.54
-4
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
1.06
1.06
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
17.65
High:
NFLX
39.04NFLXLow:
CRCL
-193.87CRCLDetails
PEG Ratio
111.29
High:
LULU
354.67LULULow:
1810.HK
13.991810.HKDetails
Price/Book
4.24
High:
NVDA
28.28NVDALow:
CMCSA
1.19CMCSADetails
Price/Sales
3.29
High:NVDA
20.71NVDALow:
UNH
0.59UNHDetails
Price/CF
14.23
High:CRCL
77.74CRCLLow:CMCSA
3.23CMCSADetails
Price/FCF
33.19
High:
BABA
1,196.17BABALow:CMCSA
6.4CMCSADetails
P/E Ratio
17.65
High:NFLX
39.04NFLXLow:CRCL
-193.87CRCLDetails
PEG Ratio
111.29
High:LULU
354.67LULULow:1810.HK
13.991810.HKDetails
Price/Book
4.24
High:NVDA
28.28NVDALow:CMCSA
1.19CMCSADetails
Price/Sales
3.29
High:NVDA
20.71NVDALow:UNH
0.59UNHDetails
Price/CF
14.23
High:CRCL
77.74CRCLLow:CMCSA
3.23CMCSADetails
Price/FCF
33.19
High:BABA
1,196.17BABALow:CMCSA
6.4CMCSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.81% | Oct 2024 | May 2025 | 7 |
-4.54% | Jan 2026 | - | 3 |