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+3.36%
This Month
-12.71%
Year To Date
+22.74%
2 Years
+15.07%
5 Years
+157.76%
10 Years
+17.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies28.66%
- 💻 Electronic Technology20.98%
- 📊 ETFs12.36%
- 🖥️ Technology Services11.35%
- 💵 Cash9.53%
- 💰 Finance6.5%
- 🧬 Health Technology5.34%
- 🍞 Consumer Non Durables5.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.96%
- 🌍 Digital Currency28.66%
- 🇺🇸 Nasdaq27.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.91%
- 🇳🇱 Netherlands6.52%
- 🇮🇱 Israel3.75%
Dividends
Dividend Yield
0.67%
6 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (4.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
6.64
6.64
-2
0
2
7
7
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
6.64
6.64
-2
0
2
7
7
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.73
High:
AMD
183.1AMDLow:
MSTR
-2.36MSTRDetails
PEG Ratio
196.11
High:
O
494.14OLow:
NVDA
29.49NVDADetails
Price/Book
15.74
High:
ASML
28.86ASMLLow:MSTR
0.89MSTRDetails
Price/Sales
14.39
High:MSTR
64.43MSTRLow:
RTX
2.96RTXDetails
Price/CF
36.6
High:MSTR
7,511.07MSTRLow:
ETOR
9.24ETORDetails
Price/FCF
47.4
High:MSTR
1,187.5MSTRLow:ETOR
9.45ETORDetails
P/E Ratio
36.73
High:AMD
183.1AMDLow:MSTR
-2.36MSTRDetails
PEG Ratio
196.11
High:O
494.14OLow:NVDA
29.49NVDADetails
Price/Book
15.74
High:ASML
28.86ASMLLow:MSTR
0.89MSTRDetails
Price/Sales
14.39
High:MSTR
64.43MSTRLow:RTX
2.96RTXDetails
Price/CF
36.6
High:MSTR
7,511.07MSTRLow:ETOR
9.24ETORDetails
Price/FCF
47.4
High:MSTR
1,187.5MSTRLow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.93% | Nov 2021 | Nov 2024 | 36 |
-36.25% | Oct 2025 | - | 10 |
-12.54% | Dec 2024 | Jun 2025 | 6 |
-3.29% | Sep 2021 | Oct 2021 | 1 |
-2.92% | May 2021 | Jun 2021 | 1 |
-1.42% | Jul 2021 | Aug 2021 | 1 |