Loading...
-4.91%
This Month
-6.95%
Year To Date
+81.06%
2 Years
+195.24%
5 Years
+311.64%
10 Years
+19.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies86.72%
- 🖥️ Technology Services7.1%
- ❓ Other6.18%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency86.72%
- 🇺🇸 Nasdaq7.1%
- Regular Trading Hours - RTH6.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.1%
Dividends
Dividend Yield
0%
0 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
10.46
10.46
-2
0
2
11
11
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.49
1.49
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
10.46
10.46
-2
0
2
11
11
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
7.54
High:
MSTR
7.54MSTRLow:MSTR
7.54MSTRDetails
PEG Ratio
0.54
High:MSTR
0.54MSTRLow:MSTR
0.54MSTRDetails
Price/Book
0.89
High:MSTR
0.89MSTRLow:MSTR
0.89MSTRDetails
Price/Sales
107.63
High:MSTR
107.63MSTRLow:MSTR
107.63MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
P/E Ratio
7.54
High:MSTR
7.54MSTRLow:MSTR
7.54MSTRDetails
PEG Ratio
0.54
High:MSTR
0.54MSTRLow:MSTR
0.54MSTRDetails
Price/Book
0.89
High:MSTR
0.89MSTRLow:MSTR
0.89MSTRDetails
Price/Sales
107.63
High:MSTR
107.63MSTRLow:MSTR
107.63MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.04% | Jan 2018 | Nov 2020 | 34 |
-52.88% | Dec 2021 | Mar 2024 | 27 |
-34.57% | Apr 2021 | Oct 2021 | 6 |
-25.9% | Aug 2025 | - | 5 |
-19.03% | Feb 2025 | May 2025 | 3 |
-9.87% | Aug 2024 | Sep 2024 | 1 |
-9.24% | Apr 2024 | Jul 2024 | 3 |
-3.2% | Dec 2024 | Jan 2025 | 1 |