Loading...
+11.34%
This Month
+1.9%
Year To Date
+55.68%
2 Years
+39.98%
5 Years
+39.98%
10 Years
+13.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash27.02%
- 💻 Electronic Technology13.28%
- 🖥️ Technology Services13.09%
- 🪙 Cryptocurrencies6.58%
- 🪨 Non Energy Minerals5.82%
- 💰 Finance5.2%
- 🛠️ Producer Manufacturing4.71%
- 🧬 Health Technology4.61%
- 📡 Communications2.46%
- 🚗 Consumer Durables0.95%
- 🍞 Consumer Non Durables0.63%
- 💼 Commercial Services0.34%
- 🧪 Process Industries0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.64%
- 🇺🇸 NYSE19.32%
- 🌍 Digital Currency6.58%
- LSE_AIM0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.8%
- 🇦🇺 Australia2.28%
- 🇨🇦 Canada2.01%
- 🇻🇬 Virgin Islands, British1.73%
- 🇫🇷 France0.33%
- 🇮🇱 Israel0.14%
Dividends
Dividend Yield
0.01%
1 out of 46 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GLW (0.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GLW | 0.01% | 0.68% | $1.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-8.83
-8.83
-9
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-8.83
-8.83
-9
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-87.87
High:GLW
89.39GLWLow:
CRNC
-323.42CRNCDetails
PEG Ratio
104.39
High:
INOD
1,414.27INODLow:CRNC
-323.14CRNCDetails
Price/Book
6.59
High:
MAX
135.93MAXLow:
LUMN
-7.87LUMNDetails
Price/Sales
6.3
High:
ACHR
14,550.69ACHRLow:
LAC
-LACDetails
Price/CF
21.59
High:
HOOD
90.65HOODLow:LUMN
1.63LUMNDetails
Price/FCF
61.87
High:GLW
183.58GLWLow:CRNC
6.44CRNCDetails
P/E Ratio
-87.87
High:GLW
89.39GLWLow:CRNC
-323.42CRNCDetails
PEG Ratio
104.39
High:INOD
1,414.27INODLow:CRNC
-323.14CRNCDetails
Price/Book
6.59
High:MAX
135.93MAXLow:LUMN
-7.87LUMNDetails
Price/Sales
6.3
High:ACHR
14,550.69ACHRLow:LAC
-LACDetails
Price/CF
21.59
High:HOOD
90.65HOODLow:LUMN
1.63LUMNDetails
Price/FCF
61.87
High:GLW
183.58GLWLow:CRNC
6.44CRNCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.92% | Feb 2025 | Jun 2025 | 4 |
-21.16% | Nov 2025 | - | 6 |
-13.66% | Aug 2023 | Nov 2024 | 15 |
-2.15% | Dec 2024 | Jan 2025 | 1 |