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+6.19%
This Month
-21.4%
Year To Date
+77.68%
2 Years
+274.91%
5 Years
+274.91%
10 Years
+44.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.49%
- 💻 Electronic Technology36.5%
- 🖥️ Technology Services18.49%
- 💵 Cash0.66%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency44.49%
- 🇺🇸 NYSE36.5%
- 🇺🇸 Nasdaq18.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.98%
Dividends
Dividend Yield
0.06%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $META (0.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0.06% | 0.34% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
2.36
2.36
0
0.8
1.2
0
3
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
22.68
22.68
-2
0
2
23
23
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
2.36
2.36
0
0.8
1.2
0
3
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
22.68
22.68
-2
0
2
23
23
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.04
High:META
22.42METALow:
ACHR
-6.35ACHRDetails
PEG Ratio
110.65
High:META
369.57METALow:ACHR
-20.51ACHRDetails
Price/Book
6.35
High:META
6.42METALow:ACHR
2.12ACHRDetails
Price/Sales
7.4
High:ACHR
14,955.54ACHRLow:META
7.36METADetails
Price/CF
11.83
High:META
11.83METALow:META
11.83METADetails
Price/FCF
34.18
High:META
34.18METALow:META
34.18METADetails
P/E Ratio
23.04
High:META
22.42METALow:ACHR
-6.35ACHRDetails
PEG Ratio
110.65
High:META
369.57METALow:ACHR
-20.51ACHRDetails
Price/Book
6.35
High:META
6.42METALow:ACHR
2.12ACHRDetails
Price/Sales
7.4
High:ACHR
14,955.54ACHRLow:META
7.36METADetails
Price/CF
11.83
High:META
11.83METALow:META
11.83METADetails
Price/FCF
34.18
High:META
34.18METALow:META
34.18METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.17% | Aug 2025 | - | 10 |
-27.31% | Feb 2025 | Jul 2025 | 5 |
-23.13% | Jul 2023 | Feb 2024 | 7 |
-15.98% | Apr 2024 | Sep 2024 | 5 |
-5.47% | Oct 2024 | Nov 2024 | 1 |
-0.2% | Dec 2022 | Jan 2023 | 1 |