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-4.66%
This Month
-11.68%
Year To Date
+92.89%
2 Years
+220.17%
5 Years
+336.62%
10 Years
+32.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies97.59%
- 💻 Electronic Technology1.6%
- 🖥️ Technology Services0.6%
- 🧬 Health Technology0.15%
- 💼 Commercial Services0.06%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency97.59%
- 🇺🇸 Nasdaq2.35%
- 🇺🇸 NYSE0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.41%
Dividends
Dividend Yield
0%
1 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
2.39
2.39
0
0.8
1.2
0
3
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
24.58
24.58
-2
0
2
25
25
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
2.39
2.39
0
0.8
1.2
0
3
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
24.58
24.58
-2
0
2
25
25
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.77
High:
ISRG
71.78ISRGLow:
MSTR
8.21MSTRDetails
PEG Ratio
75.57
High:ISRG
335.92ISRGLow:MSTR
0.59MSTRDetails
Price/Book
31.38
High:
NVDA
35.78NVDALow:MSTR
0.97MSTRDetails
Price/Sales
22.84
High:MSTR
117.17MSTRLow:
XYZ
1.68XYZDetails
Price/CF
55
High:MSTR
7,511.07MSTRLow:XYZ
22.78XYZDetails
Price/FCF
59.93
High:MSTR
1,187.5MSTRLow:XYZ
24.53XYZDetails
P/E Ratio
42.77
High:ISRG
71.78ISRGLow:MSTR
8.21MSTRDetails
PEG Ratio
75.57
High:ISRG
335.92ISRGLow:MSTR
0.59MSTRDetails
Price/Book
31.38
High:NVDA
35.78NVDALow:MSTR
0.97MSTRDetails
Price/Sales
22.84
High:MSTR
117.17MSTRLow:XYZ
1.68XYZDetails
Price/CF
55
High:MSTR
7,511.07MSTRLow:XYZ
22.78XYZDetails
Price/FCF
59.93
High:MSTR
1,187.5MSTRLow:XYZ
24.53XYZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.61% | Nov 2021 | Nov 2024 | 36 |
-35.14% | May 2021 | Oct 2021 | 5 |
-28.91% | Dec 2020 | Feb 2021 | 2 |
-28.8% | Aug 2025 | - | 5 |
-28.23% | Feb 2025 | Jul 2025 | 5 |
-22.61% | Mar 2020 | May 2020 | 2 |
-12.37% | Sep 2020 | Nov 2020 | 2 |
-4.24% | Dec 2024 | Jan 2025 | 1 |
-2.04% | Jun 2020 | Jul 2020 | 1 |