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-6.11%
This Month
+8.15%
Year To Date
+17.86%
2 Years
+59.71%
5 Years
+426.23%
10 Years
+25.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies79.24%
- 🖥️ Technology Services7.03%
- 💵 Cash6.18%
- 🧬 Health Technology4.13%
- 💻 Electronic Technology2.9%
- ❓ Other0.79%
- 💰 Finance0.74%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency79.24%
- 🇺🇸 Nasdaq9.36%
- 🇺🇸 NYSE6.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.8%
Dividends
Dividend Yield
0.04%
5 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LLY (0.57%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
12.42
12.42
-2
0
2
13
13
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
2.32
2.32
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
12.42
12.42
-2
0
2
13
13
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
2.32
2.32
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.82
High:
HOOD
54.15HOODLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-792.12
High:
META
401.05METALow:CRWD
-5,401.66CRWDDetails
Price/Book
16.53
High:
NET
62.12NETLow:META
6.97METADetails
Price/Sales
13.31
High:NET
40.64NETLow:META
7.98METADetails
Price/CF
27.42
High:NET
118.18NETLow:META
11.83METADetails
Price/FCF
51.07
High:NET
249.38NETLow:
AAPL
32.24AAPLDetails
P/E Ratio
32.82
High:HOOD
54.15HOODLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-792.12
High:META
401.05METALow:CRWD
-5,401.66CRWDDetails
Price/Book
16.53
High:NET
62.12NETLow:META
6.97METADetails
Price/Sales
13.31
High:NET
40.64NETLow:META
7.98METADetails
Price/CF
27.42
High:NET
118.18NETLow:META
11.83METADetails
Price/FCF
51.07
High:NET
249.38NETLow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.24% | Jan 2016 | Jan 2020 | 48 |
-52.45% | Nov 2021 | Feb 2024 | 27 |
-31.28% | Oct 2025 | May 2026 | 7 |
-29.54% | Feb 2025 | Jul 2025 | 5 |
-24.31% | May 2014 | Oct 2014 | 5 |
-23.39% | Apr 2024 | Nov 2024 | 7 |
-19.55% | Jun 2026 | - | 2 |
-13.76% | May 2015 | Aug 2015 | 3 |
-12.59% | May 2021 | Oct 2021 | 5 |
-8.75% | Dec 2024 | Jan 2025 | 1 |
-7.49% | Jan 2015 | Apr 2015 | 3 |
-7.1% | Apr 2020 | Dec 2020 | 8 |