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+4.61%
This Month
+17.1%
Year To Date
+74.31%
2 Years
+66.55%
5 Years
+66.55%
10 Years
+18.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs38.06%
- 💵 Cash34.99%
- 🚗 Consumer Durables14.46%
- 🪙 Cryptocurrencies14.4%
- 💻 Electronic Technology4.21%
- 🖥️ Technology Services1.41%
- 🧩 Miscellaneous1.09%
- 🧬 Health Technology0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.14%
- 🌍 Digital Currency14.4%
- 🇺🇸 NYSE12.85%
- 🇬🇧 LSE6.51%
- 🇩🇪 Xetra ETFs4.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.08%
- 🇩🇰 Denmark0.24%
Dividends
Dividend Yield
0.62%
5 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BND (3.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Oct 2, 2025 | $0.01 |
Performance Metrics
Score 5.1/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
-0.2
-0.2
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
-0.2
-0.2
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
84.44
High:
PLTR
568.99PLTRLow:
MARA
14.55MARADetails
PEG Ratio
120.88
High:PLTR
726.08PLTRLow:
MSTR
2.32MSTRDetails
Price/Book
23.97
High:PLTR
68.49PLTRLow:MARA
1.23MARADetails
Price/Sales
19.48
High:MSTR
217.5MSTRLow:
NVO
5.44NVODetails
Price/CF
62.34
High:MSTR
7,511.07MSTRLow:NVO
17.36NVODetails
Price/FCF
93.78
High:MSTR
1,187.5MSTRLow:MARA
43.59MARADetails
P/E Ratio
84.44
High:PLTR
568.99PLTRLow:MARA
14.55MARADetails
PEG Ratio
120.88
High:PLTR
726.08PLTRLow:MSTR
2.32MSTRDetails
Price/Book
23.97
High:PLTR
68.49PLTRLow:MARA
1.23MARADetails
Price/Sales
19.48
High:MSTR
217.5MSTRLow:NVO
5.44NVODetails
Price/CF
62.34
High:MSTR
7,511.07MSTRLow:NVO
17.36NVODetails
Price/FCF
93.78
High:MSTR
1,187.5MSTRLow:MARA
43.59MARADetails
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 |