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-5.49%
This Month
-8.69%
Year To Date
+39.11%
2 Years
+70.53%
5 Years
+286.19%
10 Years
+15.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance49.16%
- 🖥️ Technology Services32.11%
- 💵 Cash21.81%
- 🪙 Cryptocurrencies7.75%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.16%
- 🇺🇸 Nasdaq32.11%
- 🌍 Digital Currency7.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.27%
Dividends
Dividend Yield
0.49%
4 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
4.16
4.16
-2
0
2
5
5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
4.16
4.16
-2
0
2
5
5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.06
High:
MA
31.59MALow:
MSFT
24.83MSFTDetails
PEG Ratio
307.33
High:
V
562.66VLow:
GOOG
81.95GOOGDetails
Price/Book
9.65
High:MA
60.31MALow:MSFT
7.54MSFTDetails
Price/Sales
9.99
High:V
14.92VLow:GOOG
9.19GOOGDetails
Price/CF
24.01
High:MA
29.46MALow:MSFT
22.48MSFTDetails
Price/FCF
54.59
High:MSFT
69.19MSFTLow:MA
36.21MADetails
P/E Ratio
28.06
High:MA
31.59MALow:MSFT
24.83MSFTDetails
PEG Ratio
307.33
High:V
562.66VLow:GOOG
81.95GOOGDetails
Price/Book
9.65
High:MA
60.31MALow:MSFT
7.54MSFTDetails
Price/Sales
9.99
High:V
14.92VLow:GOOG
9.19GOOGDetails
Price/CF
24.01
High:MA
29.46MALow:MSFT
22.48MSFTDetails
Price/FCF
54.59
High:MSFT
69.19MSFTLow:MA
36.21MADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.56% | Aug 2021 | Nov 2023 | 27 |
-21.46% | Oct 2018 | Apr 2019 | 6 |
-21.18% | Dec 2015 | Apr 2017 | 16 |
-11.09% | Jan 2020 | Apr 2021 | 15 |
-8.89% | Feb 2025 | May 2025 | 3 |
-8.69% | Jan 2026 | - | 2 |
-8.07% | Aug 2015 | Oct 2015 | 2 |
-6.61% | May 2019 | Jun 2019 | 1 |
-5.41% | Aug 2019 | Dec 2019 | 4 |
-4.93% | Jun 2018 | Aug 2018 | 2 |
-3.71% | Mar 2015 | May 2015 | 2 |
-3.14% | Jan 2015 | Feb 2015 | 1 |
-2.96% | May 2021 | Jul 2021 | 2 |
-2.64% | Apr 2024 | Aug 2024 | 4 |
-2.49% | Dec 2017 | Jan 2018 | 1 |
-2.2% | Jun 2014 | Oct 2014 | 4 |
-1.82% | Jun 2015 | Jul 2015 | 1 |
-1.35% | Mar 2018 | Apr 2018 | 1 |
-0.9% | Jan 2024 | Feb 2024 | 1 |
-0.29% | Jun 2025 | Jul 2025 | 1 |