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0%
This Month
+1.56%
Year To Date
+19.43%
2 Years
+42.59%
5 Years
+95.7%
10 Years
+12.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance46.4%
- 🧩 Miscellaneous15.54%
- 🪙 Cryptocurrencies13.73%
- 🍞 Consumer Non Durables8.02%
- 🚗 Consumer Durables4.78%
- 🧬 Health Technology3.4%
- 💵 Cash3.29%
- 🧪 Process Industries2.18%
- 🛍️ Retail Trade1.28%
- 🖥️ Technology Services1.19%
- 🏭 Industrial Services1.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE76.88%
- 🌍 Digital Currency13.73%
- 🇬🇧 LSE4.87%
- 🇩🇪 FRA2.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.93%
- 🇩🇪 Germany2.18%
- 🇸🇬 Singapore1.28%
Dividends
Dividend Yield
2.27%
13 out of 18 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MPT (6.48%)
Performance Metrics
Score 3.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-2.38
-2.38
-3
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-2.38
-2.38
-3
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.46
High:
DLR
56.69DLRLow:
MPT
-11.37MPTDetails
PEG Ratio
250.34
High:
V
552.81VLow:MPT
-12.85MPTDetails
Price/Book
7.48
High:V
15.67VLow:MPT
0.68MPTDetails
Price/Sales
7.97
High:V
14.66VLow:
DHI
1.31DHIDetails
Price/CF
23.18
High:
KO
40.7KOLow:
EPD
8.09EPDDetails
Price/FCF
54.62
High:EPD
511.93EPDLow:
PINS
14.01PINSDetails
P/E Ratio
28.46
High:DLR
56.69DLRLow:MPT
-11.37MPTDetails
PEG Ratio
250.34
High:V
552.81VLow:MPT
-12.85MPTDetails
Price/Book
7.48
High:V
15.67VLow:MPT
0.68MPTDetails
Price/Sales
7.97
High:V
14.66VLow:DHI
1.31DHIDetails
Price/CF
23.18
High:KO
40.7KOLow:EPD
8.09EPDDetails
Price/FCF
54.62
High:EPD
511.93EPDLow:PINS
14.01PINSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.18% | Jan 2022 | Feb 2024 | 25 |
-10.85% | Oct 2025 | - | 7 |
-8.31% | Dec 2024 | Jul 2025 | 7 |
-6.76% | Apr 2024 | Jul 2024 | 3 |
-6.02% | Sep 2021 | Oct 2021 | 1 |
-4.88% | Sep 2020 | Nov 2020 | 2 |
-1.31% | Jan 2021 | Feb 2021 | 1 |
-0.48% | Oct 2024 | Nov 2024 | 1 |
-0.2% | Nov 2021 | Dec 2021 | 1 |
-0.13% | Jul 2021 | Aug 2021 | 1 |