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+15.62%
This Month
-4.64%
Year To Date
+89.71%
2 Years
+55.06%
5 Years
+55.06%
10 Years
+31.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology18.89%
- 💻 Electronic Technology14.54%
- 🪙 Cryptocurrencies14.41%
- 🛠️ Producer Manufacturing12.03%
- 💼 Commercial Services11.42%
- 🛍️ Retail Trade10.4%
- 💰 Finance7.82%
- 🚗 Consumer Durables6.86%
- ⚡ Utilities3.56%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.52%
- 🇺🇸 NYSE33%
- 🌍 Digital Currency14.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.17%
- 🇸🇬 Singapore9.49%
- 🇨🇳 China6.86%
Dividends
Dividend Yield
0.02%
1 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VST (0.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VST | 0.02% | 0.56% | $0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
2.72
2.72
0
0.8
1.2
0
3
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-9.84
-9.84
-10
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
2.72
2.72
0
0.8
1.2
0
3
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-9.84
-9.84
-10
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-27.55
High:
MNKD
172.78MNKDLow:
OKLO
-94.95OKLODetails
PEG Ratio
-126.06
High:
BOOT
86.52BOOTLow:
MH
-810.82MHDetails
Price/Book
4.78
High:
NIO
27.69NIOLow:MNKD
-17.13MNKDDetails
Price/Sales
2.15
High:
BEAM
23.57BEAMLow:OKLO
-OKLODetails
Price/CF
16.02
High:BEAM
274.15BEAMLow:
TPICQ
0.63TPICQDetails
Price/FCF
32.39
High:BEAM
133.13BEAMLow:TPICQ
0.91TPICQDetails
P/E Ratio
-27.55
High:MNKD
172.78MNKDLow:OKLO
-94.95OKLODetails
PEG Ratio
-126.06
High:BOOT
86.52BOOTLow:MH
-810.82MHDetails
Price/Book
4.78
High:NIO
27.69NIOLow:MNKD
-17.13MNKDDetails
Price/Sales
2.15
High:BEAM
23.57BEAMLow:OKLO
-OKLODetails
Price/CF
16.02
High:BEAM
274.15BEAMLow:TPICQ
0.63TPICQDetails
Price/FCF
32.39
High:BEAM
133.13BEAMLow:TPICQ
0.91TPICQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.54% | Nov 2025 | - | 6 |
-23.33% | Mar 2024 | May 2024 | 2 |
-16.42% | Dec 2024 | Jul 2025 | 7 |
-16.02% | Jun 2024 | Nov 2024 | 5 |