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+0.77%
This Month
-20.65%
Year To Date
-20.04%
2 Years
+17.57%
5 Years
+17.57%
10 Years
+3.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies64.21%
- 🖥️ Technology Services19.95%
- 💵 Cash18.82%
- 💰 Finance1.95%
- 💇♀️ Consumer Services1.28%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency64.21%
- 🇺🇸 Nasdaq19.95%
- 🇺🇸 NYSE3.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.18%
Dividends
Dividend Yield
0.03%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BK (1.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BK | 0.03% | 1.76% | $1.68 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-2.73
-2.73
-3
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-2.73
-2.73
-3
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.98
High:
NFLX
39.04NFLXLow:BK
15.97BKDetails
PEG Ratio
134.76
High:NFLX
142.32NFLXLow:BK
57.3BKDetails
Price/Book
13.89
High:NFLX
15.65NFLXLow:BK
2.06BKDetails
Price/Sales
8.72
High:NFLX
9.41NFLXLow:
NCLH
0.99NCLHDetails
Price/CF
37.88
High:NFLX
39.88NFLXLow:NCLH
4.91NCLHDetails
Price/FCF
42.03
High:NFLX
42.78NFLXLow:NCLH
15.89NCLHDetails
P/E Ratio
37.98
High:NFLX
39.04NFLXLow:BK
15.97BKDetails
PEG Ratio
134.76
High:NFLX
142.32NFLXLow:BK
57.3BKDetails
Price/Book
13.89
High:NFLX
15.65NFLXLow:BK
2.06BKDetails
Price/Sales
8.72
High:NFLX
9.41NFLXLow:NCLH
0.99NCLHDetails
Price/CF
37.88
High:NFLX
39.88NFLXLow:NCLH
4.91NCLHDetails
Price/FCF
42.03
High:NFLX
42.78NFLXLow:NCLH
15.89NCLHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.14% | Sep 2025 | - | 7 |
-33.45% | Dec 2024 | Jul 2025 | 7 |
-29.12% | Sep 2021 | Dec 2023 | 27 |
-22.4% | Apr 2024 | Nov 2024 | 7 |