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+3.61%
This Month
-12.16%
Year To Date
-24.52%
2 Years
+41.73%
5 Years
+67.71%
10 Years
+9.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables35.93%
- 🪙 Cryptocurrencies27.08%
- 📡 Communications16.75%
- 🖥️ Technology Services14.35%
- 🏥 Health Services5.89%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.03%
- 🌍 Digital Currency27.08%
- 🇺🇸 NYSE5.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.92%
Dividends
Dividend Yield
1.5%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CCOI (8.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CCOI | 1.5% | 8.94% | $3.84 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-5.17
-5.17
-6
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-5.17
-5.17
-6
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
1,094.16
High:
TSLA
377.27TSLALow:
OSCR
-8.6OSCRDetails
PEG Ratio
-54.57
High:CCOI
-54.57CCOILow:CCOI
-54.57CCOIDetails
Price/Book
15.27
High:TSLA
18.54TSLALow:CCOI
-18.1CCOIDetails
Price/Sales
14.95
High:
MSTR
90.21MSTRLow:OSCR
0.36OSCRDetails
Price/CF
107.84
High:MSTR
7,511.07MSTRLow:OSCR
3.72OSCRDetails
Price/FCF
250.55
High:MSTR
1,187.5MSTRLow:OSCR
3.85OSCRDetails
P/E Ratio
1,094.16
High:TSLA
377.27TSLALow:OSCR
-8.6OSCRDetails
PEG Ratio
-54.57
High:CCOI
-54.57CCOILow:CCOI
-54.57CCOIDetails
Price/Book
15.27
High:TSLA
18.54TSLALow:CCOI
-18.1CCOIDetails
Price/Sales
14.95
High:MSTR
90.21MSTRLow:OSCR
0.36OSCRDetails
Price/CF
107.84
High:MSTR
7,511.07MSTRLow:OSCR
3.72OSCRDetails
Price/FCF
250.55
High:MSTR
1,187.5MSTRLow:OSCR
3.85OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.44% | Nov 2021 | Feb 2024 | 27 |
-31.76% | Apr 2024 | - | 24 |
-5% | Sep 2021 | Oct 2021 | 1 |
-4.93% | Aug 2020 | Nov 2020 | 3 |
-1.52% | Jul 2021 | Aug 2021 | 1 |