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+13.27%
This Month
-5.89%
Year To Date
+48.51%
2 Years
+32.05%
5 Years
+363.76%
10 Years
+19.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies54.18%
- 💻 Electronic Technology21.97%
- 🖥️ Technology Services5.74%
- 🧬 Health Technology4.32%
- 💵 Cash4.09%
- 💰 Finance3.36%
- 🛍️ Retail Trade2.19%
- 📦 Distribution Services1.59%
- 🛠️ Producer Manufacturing1.44%
- 🚚 Transportation0.85%
- ⚡ Utilities0.64%
- 💼 Commercial Services0.57%
- 💇♀️ Consumer Services0.42%
- 🧪 Process Industries0.39%
- 🍞 Consumer Non Durables0.15%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency54.18%
- 🇺🇸 Nasdaq37.72%
- 🇺🇸 NYSE5.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.14%
- 🇳🇱 Netherlands1.47%
- 🇺🇾 Uruguay1.23%
- 🇬🇧 United Kingdom0.77%
- 🇨🇭 Switzerland0.75%
- 🇨🇦 Canada0.54%
- 🇨🇳 China0.5%
- 🇸🇬 Singapore0.18%
- 🇮🇱 Israel0.04%
Dividends
Dividend Yield
0.08%
13 out of 64 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.12%)
Performance Metrics
Score 6/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
14.18
14.18
-2
0
2
15
15
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
14.18
14.18
-2
0
2
15
15
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.28
High:
TWLO
738.81TWLOLow:
CRWD
-573.06CRWDDetails
PEG Ratio
-4,495.58
High:
ALGN
5,509.11ALGNLow:
RKLB
-11,532.17RKLBDetails
Price/Book
20.21
High:
LRCX
33LRCXLow:
MTCH
-33.12MTCHDetails
Price/Sales
17.36
High:
CRSP
1,573.97CRSPLow:
UNFI
0.1UNFIDetails
Price/CF
38.06
High:
AXON
222.56AXONLow:
BMBL
1.85BMBLDetails
Price/FCF
56.04
High:
NEE
2,356.18NEELow:BMBL
1.94BMBLDetails
P/E Ratio
40.28
High:TWLO
738.81TWLOLow:CRWD
-573.06CRWDDetails
PEG Ratio
-4,495.58
High:ALGN
5,509.11ALGNLow:RKLB
-11,532.17RKLBDetails
Price/Book
20.21
High:LRCX
33LRCXLow:MTCH
-33.12MTCHDetails
Price/Sales
17.36
High:CRSP
1,573.97CRSPLow:UNFI
0.1UNFIDetails
Price/CF
38.06
High:AXON
222.56AXONLow:BMBL
1.85BMBLDetails
Price/FCF
56.04
High:NEE
2,356.18NEELow:BMBL
1.94BMBLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.54% | Jan 2018 | Nov 2024 | 82 |
-29.22% | Nov 2025 | - | 6 |
-19.36% | Feb 2025 | May 2025 | 3 |
-13.18% | Sep 2017 | Nov 2017 | 2 |
-9.19% | Jun 2017 | Aug 2017 | 2 |
-3.5% | Dec 2024 | Jan 2025 | 1 |
-3.43% | Aug 2025 | Sep 2025 | 1 |