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-9.28%
This Month
+21.95%
Year To Date
+35.88%
2 Years
+80.22%
5 Years
+518.77%
10 Years
+27.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies77.32%
- 💻 Electronic Technology15.38%
- 🖥️ Technology Services7.14%
- 💵 Cash0.22%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency77.32%
- 🇺🇸 Nasdaq17.19%
- 🇺🇸 NYSE5.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.81%
- 🇬🇧 United Kingdom1.71%
Dividends
Dividend Yield
0.05%
6 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.26%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 6.5/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
12.49
12.49
-2
0
2
13
13
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
12.49
12.49
-2
0
2
13
13
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.37
High:
ARM
464.84ARMLow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-31.38
High:ARM
3,592.02ARMLow:CRWD
-5,187.17CRWDDetails
Price/Book
15.59
High:
NET
62.18NETLow:
DELL
-111.41DELLDetails
Price/Sales
13.82
High:ARM
85.41ARMLow:DELL
2.49DELLDetails
Price/CF
27.19
High:NET
118.18NETLow:DELL
6.86DELLDetails
Price/FCF
48.8
High:NET
249.38NETLow:DELL
10.82DELLDetails
P/E Ratio
34.37
High:ARM
464.84ARMLow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-31.38
High:ARM
3,592.02ARMLow:CRWD
-5,187.17CRWDDetails
Price/Book
15.59
High:NET
62.18NETLow:DELL
-111.41DELLDetails
Price/Sales
13.82
High:ARM
85.41ARMLow:DELL
2.49DELLDetails
Price/CF
27.19
High:NET
118.18NETLow:DELL
6.86DELLDetails
Price/FCF
48.8
High:NET
249.38NETLow:DELL
10.82DELLDetails
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 |
-13.76% | May 2015 | Aug 2015 | 3 |
-12.59% | May 2021 | Oct 2021 | 5 |
-9.28% | Jun 2026 | - | 1 |
-8.75% | Dec 2024 | Jan 2025 | 1 |
-7.49% | Jan 2015 | Apr 2015 | 3 |
-7.1% | Apr 2020 | Dec 2020 | 8 |