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-2.76%
This Month
-18.58%
Year To Date
+136.85%
2 Years
+148.41%
5 Years
+140.61%
10 Years
+18.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies62.55%
- 🧬 Health Technology35.88%
- 💰 Finance1.1%
- 💵 Cash0.81%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency62.55%
- 🇺🇸 Nasdaq22.16%
- 🇺🇸 NYSE14.82%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom22.16%
- 🇺🇸 United States14.82%
Dividends
Performance Metrics
Score 6.4/10
Beta
2.87
2.87
0
0.8
1.2
0
3
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
44.93
44.93
-2
0
2
45
45
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
2.87
2.87
0
0.8
1.2
0
3
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
44.93
44.93
-2
0
2
45
45
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.47
High:
AZN
30.56AZNLow:
BRK.B
15.7BRK.BDetails
PEG Ratio
259.09
High:
A.US
637.86A.USLow:AZN
67.5AZNDetails
Price/Book
4.09
High:AZN
6.42AZNLow:BRK.B
1.47BRK.BDetails
Price/Sales
4.57
High:AZN
5.36AZNLow:
PFE
2.42PFEDetails
Price/CF
19.54
High:A.US
27.23A.USLow:PFE
12.1PFEDetails
Price/FCF
42.82
High:PFE
202.63PFELow:AZN
40.54AZNDetails
P/E Ratio
26.47
High:AZN
30.56AZNLow:BRK.B
15.7BRK.BDetails
PEG Ratio
259.09
High:A.US
637.86A.USLow:AZN
67.5AZNDetails
Price/Book
4.09
High:AZN
6.42AZNLow:BRK.B
1.47BRK.BDetails
Price/Sales
4.57
High:AZN
5.36AZNLow:PFE
2.42PFEDetails
Price/CF
19.54
High:A.US
27.23A.USLow:PFE
12.1PFEDetails
Price/FCF
42.82
High:PFE
202.63PFELow:AZN
40.54AZNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.03% | May 2021 | Nov 2024 | 42 |
-43.38% | Feb 2025 | - | 14 |
-22.73% | Feb 2021 | Apr 2021 | 2 |