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+13.73%
This Month
+4.77%
Year To Date
+2.81%
2 Years
+45.55%
5 Years
+594.74%
10 Years
+32.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies82.8%
- 💵 Cash7.97%
- 📊 ETFs4.76%
- 🚗 Consumer Durables3.13%
- 💻 Electronic Technology1.65%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency82.8%
- 🇺🇸 Nasdaq7.89%
- 🇺🇸 NYSE1.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.79%
Dividends
Dividend Yield
0%
1 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VRT (0.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VRT | 0% | 0.08% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
15.44
15.44
-2
0
2
16
16
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
15.44
15.44
-2
0
2
16
16
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
323.14
High:
TSLA
365.04TSLALow:VRT
77.62VRTDetails
PEG Ratio
47.26
High:VRT
47.26VRTLow:VRT
47.26VRTDetails
Price/Book
18.13
High:VRT
25.69VRTLow:TSLA
17.94TSLADetails
Price/Sales
14.43
High:TSLA
14.66TSLALow:VRT
10.13VRTDetails
Price/CF
98.93
High:TSLA
107.92TSLALow:VRT
30.02VRTDetails
Price/FCF
209.22
High:TSLA
255.88TSLALow:VRT
34.73VRTDetails
P/E Ratio
323.14
High:TSLA
365.04TSLALow:VRT
77.62VRTDetails
PEG Ratio
47.26
High:VRT
47.26VRTLow:VRT
47.26VRTDetails
Price/Book
18.13
High:VRT
25.69VRTLow:TSLA
17.94TSLADetails
Price/Sales
14.43
High:TSLA
14.66TSLALow:VRT
10.13VRTDetails
Price/CF
98.93
High:TSLA
107.92TSLALow:VRT
30.02VRTDetails
Price/FCF
209.22
High:TSLA
255.88TSLALow:VRT
34.73VRTDetails
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 | - | 6 |
-29.54% | Feb 2025 | Jul 2025 | 5 |
-24.31% | May 2014 | Oct 2014 | 5 |
-23.39% | Apr 2024 | Nov 2024 | 7 |
-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 |