Loading...
+4.07%
This Month
-6.57%
Year To Date
+12.44%
2 Years
+40.27%
5 Years
+54.38%
10 Years
+7.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.95%
- 🪙 Cryptocurrencies32.98%
- 🚚 Transportation6.14%
- ⛏️ Energy Minerals5.36%
- 🛠️ Producer Manufacturing5.19%
- 💻 Electronic Technology2.03%
- 🖥️ Technology Services1.4%
- 🧬 Health Technology0.99%
- 💰 Finance0.65%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.98%
- 🇺🇸 NYSE15.96%
- 🇺🇸 Nasdaq3.04%
- 🇬🇧 LSE2.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.7%
- 🇨🇱 Chile3.38%
- 🇬🇧 United Kingdom2.76%
- 🇨🇭 Switzerland0.92%
Dividends
Dividend Yield
0.4%
6 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX.US (3.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-3.23
-3.23
-4
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-3.23
-3.23
-4
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.76
High:
COIN
59.82COINLow:
CRSP
-8.59CRSPDetails
PEG Ratio
27.22
High:
GOOGL
58.95GOOGLLow:
GRAL
-8.37GRALDetails
Price/Book
5.89
High:
CAT
23.51CATLow:GRAL
1.18GRALDetails
Price/Sales
4.7
High:CRSP
1,248.92CRSPLow:
IAG.L
0.82IAG.LDetails
Price/CF
18.4
High:CAT
26.79CATLow:IAG.L
3.6IAG.LDetails
Price/FCF
70.58
High:
CVX.US
606.02CVX.USLow:IAG.L
8.86IAG.LDetails
P/E Ratio
29.76
High:COIN
59.82COINLow:CRSP
-8.59CRSPDetails
PEG Ratio
27.22
High:GOOGL
58.95GOOGLLow:GRAL
-8.37GRALDetails
Price/Book
5.89
High:CAT
23.51CATLow:GRAL
1.18GRALDetails
Price/Sales
4.7
High:CRSP
1,248.92CRSPLow:IAG.L
0.82IAG.LDetails
Price/CF
18.4
High:CAT
26.79CATLow:IAG.L
3.6IAG.LDetails
Price/FCF
70.58
High:CVX.US
606.02CVX.USLow:IAG.L
8.86IAG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.8% | Nov 2021 | Feb 2024 | 27 |
-20.93% | Oct 2025 | - | 10 |
-12.59% | Feb 2025 | Jul 2025 | 5 |
-8.46% | Apr 2024 | Nov 2024 | 7 |
-4.25% | May 2021 | Oct 2021 | 5 |
-3.48% | Dec 2024 | Jan 2025 | 1 |
-0.81% | Jan 2021 | Feb 2021 | 1 |