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+0.36%
This Month
+24.84%
Year To Date
+188.26%
2 Years
+98.1%
5 Years
+188.82%
10 Years
+14.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies62.09%
- 💵 Cash18.21%
- 💻 Electronic Technology10.34%
- 🖥️ Technology Services4.69%
- 🛍️ Retail Trade4.13%
- 🚗 Consumer Durables2.88%
- 💇♀️ Consumer Services1.63%
- 📊 ETFs1.44%
- 🪨 Non Energy Minerals1%
- 🛠️ Producer Manufacturing0.71%
- 💼 Commercial Services0.62%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency62.09%
- 🇺🇸 Nasdaq15.16%
- 🇺🇸 NYSE10.55%
- 🇫🇷 Euronext Paris1.01%
- 🇩🇪 FRA0.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.54%
- 🇹🇼 Taiwan1.73%
- 🇫🇷 France1.01%
- 🇨🇦 Canada1%
- 🇩🇪 Germany0.71%
Dividends
Dividend Yield
0.16%
9 out of 18 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $IPS.PA (5.33%)
Performance Metrics
Score 5.5/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
2.7
2.7
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
2.7
2.7
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.43
High:
TSLA
203.17TSLALow:
DUE.DE
-73.33DUE.DEDetails
PEG Ratio
188.32
High:
BWXT
508.41BWXTLow:
CMCSA
9.25CMCSADetails
Price/Book
8.98
High:
LMT
20.18LMTLow:
SOI.PA
0.74SOI.PADetails
Price/Sales
6.36
High:
ANET
22.84ANETLow:DUE.DE
0.34DUE.DEDetails
Price/CF
23.82
High:TSLA
70.91TSLALow:CMCSA
4.26CMCSADetails
Price/FCF
99.32
High:LMT
457.22LMTLow:DUE.DE
7.78DUE.DEDetails
P/E Ratio
38.43
High:TSLA
203.17TSLALow:DUE.DE
-73.33DUE.DEDetails
PEG Ratio
188.32
High:BWXT
508.41BWXTLow:CMCSA
9.25CMCSADetails
Price/Book
8.98
High:LMT
20.18LMTLow:SOI.PA
0.74SOI.PADetails
Price/Sales
6.36
High:ANET
22.84ANETLow:DUE.DE
0.34DUE.DEDetails
Price/CF
23.82
High:TSLA
70.91TSLALow:CMCSA
4.26CMCSADetails
Price/FCF
99.32
High:LMT
457.22LMTLow:DUE.DE
7.78DUE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.4% | Nov 2021 | Mar 2024 | 28 |
-27.12% | Dec 2024 | Jul 2025 | 7 |
-20.74% | Apr 2024 | Nov 2024 | 7 |
-20.24% | Oct 2018 | Dec 2019 | 14 |
-7.07% | Sep 2021 | Oct 2021 | 1 |
-6.67% | Feb 2018 | May 2018 | 3 |
-2.96% | May 2021 | Aug 2021 | 3 |
-2.82% | Feb 2020 | May 2020 | 3 |
-2.02% | Sep 2020 | Nov 2020 | 2 |
-0.53% | Mar 2021 | Apr 2021 | 1 |
-0.21% | Jun 2018 | Jul 2018 | 1 |