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+4.48%
This Month
-13.35%
Year To Date
+40.62%
2 Years
+135.12%
5 Years
+512.23%
10 Years
+36.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.55%
- 🚗 Consumer Durables21.76%
- 🖥️ Technology Services16.28%
- ❓ Other8.5%
- 💵 Cash7.84%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.54%
- 🌍 Digital Currency44.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.04%
Dividends
Dividend Yield
0.01%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOGL (0.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOGL | 0.01% | 0.24% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
29.68
29.68
-2
0
2
30
30
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
29.68
29.68
-2
0
2
30
30
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
101.45
High:
TSLA
372.52TSLALow:
MSTR
-2.36MSTRDetails
PEG Ratio
58.95
High:GOOGL
58.95GOOGLLow:GOOGL
58.95GOOGLDetails
Price/Book
12.25
High:TSLA
18.2TSLALow:MSTR
0.89MSTRDetails
Price/Sales
13.06
High:MSTR
64.43MSTRLow:GOOGL
10.33GOOGLDetails
Price/CF
41.32
High:MSTR
7,511.07MSTRLow:GOOGL
20.18GOOGLDetails
Price/FCF
117.79
High:MSTR
1,187.5MSTRLow:GOOGL
64.84GOOGLDetails
P/E Ratio
101.45
High:TSLA
372.52TSLALow:MSTR
-2.36MSTRDetails
PEG Ratio
58.95
High:GOOGL
58.95GOOGLLow:GOOGL
58.95GOOGLDetails
Price/Book
12.25
High:TSLA
18.2TSLALow:MSTR
0.89MSTRDetails
Price/Sales
13.06
High:MSTR
64.43MSTRLow:GOOGL
10.33GOOGLDetails
Price/CF
41.32
High:MSTR
7,511.07MSTRLow:GOOGL
20.18GOOGLDetails
Price/FCF
117.79
High:MSTR
1,187.5MSTRLow:GOOGL
64.84GOOGLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-72.34% | Feb 2021 | Feb 2024 | 36 |
-28.48% | Nov 2025 | - | 9 |
-21.34% | Feb 2025 | Jun 2025 | 4 |
-17.19% | Apr 2020 | Jun 2020 | 2 |
-15.82% | Apr 2024 | Oct 2024 | 6 |
-2.76% | Aug 2025 | Sep 2025 | 1 |