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-1.38%
Today
-0.61%
This Month
+2.04%
Year To Date
+47.86%
2 Years
+45.14%
5 Years
+14.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs49.16%
- 💵 Cash18.76%
- 🪙 Cryptocurrencies15.76%
- 🚗 Consumer Durables12.61%
- 💻 Electronic Technology3.85%
- 🖥️ Technology Services1.93%
- 🍞 Consumer Non Durables0.62%
- 🏥 Health Services0.42%
- 🧬 Health Technology0.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.89%
- 🇺🇸 NYSE25.56%
- 🌍 Digital Currency15.76%
- 🇬🇧 LSE4.26%
- 🇮🇹 Borsa Italiana0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.2%
- 🇩🇰 Denmark0.36%
- 🇮🇹 Italy0.23%
Dividends
Dividend Yield
1.05%
9 out of 20 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VNQ (4.07%)
Performance Metrics
Score 5.1/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
0.61
0.61
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
0.61
0.61
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
69.6
High:
TSLA
181TSLALow:
MSTR
-17.53MSTRDetails
PEG Ratio
57.48
High:
NVO
139.4NVOLow:
HIMS
1.4HIMSDetails
Price/Book
19.32
High:
NVDA
42.09NVDALow:
MARA
1.42MARADetails
Price/Sales
14.96
High:MSTR
213.46MSTRLow:
LDO.MI
1.59LDO.MIDetails
Price/CF
40.66
High:
TTWO
18,296.3TTWOLow:LDO.MI
8.85LDO.MIDetails
Price/FCF
58.65
High:MSTR
1,187.5MSTRLow:LDO.MI
23.6LDO.MIDetails
P/E Ratio
69.6
High:TSLA
181TSLALow:MSTR
-17.53MSTRDetails
PEG Ratio
57.48
High:NVO
139.4NVOLow:HIMS
1.4HIMSDetails
Price/Book
19.32
High:NVDA
42.09NVDALow:MARA
1.42MARADetails
Price/Sales
14.96
High:MSTR
213.46MSTRLow:LDO.MI
1.59LDO.MIDetails
Price/CF
40.66
High:TTWO
18,296.3TTWOLow:LDO.MI
8.85LDO.MIDetails
Price/FCF
58.65
High:MSTR
1,187.5MSTRLow:LDO.MI
23.6LDO.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.22% | Feb 2025 | Jun 2025 | 4 |
-9.27% | Sep 2022 | Jan 2023 | 4 |
-7.7% | Aug 2023 | Dec 2023 | 4 |
-6.76% | Apr 2024 | Jul 2024 | 3 |
-3.16% | Aug 2024 | Sep 2024 | 1 |
-2.87% | Jan 2024 | Feb 2024 | 1 |
-2.72% | Feb 2023 | Apr 2023 | 2 |
-2.1% | Dec 2024 | Jan 2025 | 1 |
-1.21% | Oct 2024 | Nov 2024 | 1 |
-0.7% | May 2023 | Jun 2023 | 1 |