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+0.22%
This Month
+0.22%
Year To Date
+69.58%
2 Years
+82.5%
5 Years
+48.29%
10 Years
+7.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies62.3%
- 💻 Electronic Technology16.38%
- 🖥️ Technology Services7.03%
- 🛠️ Producer Manufacturing3.92%
- 🚚 Transportation2.71%
- 💇♀️ Consumer Services2.31%
- 💰 Finance2.07%
- 🏭 Industrial Services1.66%
- 🍞 Consumer Non Durables1.34%
- 🧪 Process Industries0.28%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency62.3%
- 🇺🇸 Nasdaq21.43%
- 🇺🇸 NYSE16.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.74%
- 🇹🇼 Taiwan3.68%
- 🇨🇦 Canada0.28%
Dividends
Dividend Yield
0.27%
11 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KO (2.85%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-6.93
-6.93
-7
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-6.93
-6.93
-7
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.82
High:
NVDA
44.11NVDALow:
ACB
-5.59ACBDetails
PEG Ratio
170.92
High:
JPM
1,131.13JPMLow:
UAL
53.58UALDetails
Price/Book
14.72
High:
AAPL
49.43AAPLLow:ACB
0.61ACBDetails
Price/Sales
12.27
High:NVDA
23.3NVDALow:UAL
0.61UALDetails
Price/CF
31.23
High:NVDA
54.84NVDALow:UAL
3.37UALDetails
Price/FCF
56.39
High:
KO
272.99KOLow:UAL
8.5UALDetails
P/E Ratio
35.82
High:NVDA
44.11NVDALow:ACB
-5.59ACBDetails
PEG Ratio
170.92
High:JPM
1,131.13JPMLow:UAL
53.58UALDetails
Price/Book
14.72
High:AAPL
49.43AAPLLow:ACB
0.61ACBDetails
Price/Sales
12.27
High:NVDA
23.3NVDALow:UAL
0.61UALDetails
Price/CF
31.23
High:NVDA
54.84NVDALow:UAL
3.37UALDetails
Price/FCF
56.39
High:KO
272.99KOLow:UAL
8.5UALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.86% | Jul 2020 | Nov 2024 | 52 |
-18.28% | Feb 2025 | Jun 2025 | 4 |
-14.18% | Oct 2025 | - | 4 |
-2.66% | Aug 2025 | Sep 2025 | 1 |
-2.14% | Dec 2024 | Jan 2025 | 1 |