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-0.59%
This Month
-10.05%
Year To Date
-18.39%
2 Years
-17.29%
5 Years
+752.42%
10 Years
+39.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.77%
- 💵 Cash18.16%
- 📡 Communications9.68%
- 💇♀️ Consumer Services2.35%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.77%
- 🇺🇸 NYSE9.68%
- 🇺🇸 Nasdaq2.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.04%
Dividends
Dividend Yield
0.37%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $T (3.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T | 0.37% | 3.87% | $1.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
23.57
23.57
-2
0
2
24
24
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
23.57
23.57
-2
0
2
24
24
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
10.21
High:
WBD
97.25WBDLow:T
9.5TDetails
PEG Ratio
25.18
High:WBD
91.45WBDLow:T
9.09TDetails
Price/Book
1.85
High:WBD
1.93WBDLow:T
1.85TDetails
Price/Sales
1.65
High:WBD
1.86WBDLow:T
1.64TDetails
Price/CF
4.64
High:WBD
16.56WBDLow:T
4.38TDetails
Price/FCF
16.08
High:WBD
23.15WBDLow:T
15.68TDetails
P/E Ratio
10.21
High:WBD
97.25WBDLow:T
9.5TDetails
PEG Ratio
25.18
High:WBD
91.45WBDLow:T
9.09TDetails
Price/Book
1.85
High:WBD
1.93WBDLow:T
1.85TDetails
Price/Sales
1.65
High:WBD
1.86WBDLow:T
1.64TDetails
Price/CF
4.64
High:WBD
16.56WBDLow:T
4.38TDetails
Price/FCF
16.08
High:WBD
23.15WBDLow:T
15.68TDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.87% | Apr 2021 | Mar 2024 | 35 |
-46.47% | Dec 2024 | - | 16 |
-34.55% | Apr 2024 | Nov 2024 | 7 |
-33.58% | Apr 2019 | Oct 2019 | 6 |
-19.48% | Mar 2020 | Apr 2020 | 1 |
-11.06% | Sep 2020 | Nov 2020 | 2 |
-2.35% | Jun 2020 | Jul 2020 | 1 |