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+8.37%
This Month
+21.04%
Year To Date
+221.2%
2 Years
+1509.94%
5 Years
+400.23%
10 Years
+22.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies96.3%
- 🖥️ Technology Services3.7%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency96.3%
- 🇺🇸 Nasdaq3.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.7%
Dividends
Dividend Yield
0%
0 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
47.93
47.93
-2
0
2
48
48
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
7.59
7.59
0
0.75
1.25
8
8
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
47.93
47.93
-2
0
2
48
48
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
7.59
7.59
0
0.75
1.25
8
8
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.5
High:
MSTR
29.5MSTRLow:MSTR
29.5MSTRDetails
PEG Ratio
2.37
High:MSTR
2.37MSTRLow:MSTR
2.37MSTRDetails
Price/Book
1.98
High:MSTR
1.98MSTRLow:MSTR
1.98MSTRDetails
Price/Sales
222.34
High:MSTR
222.34MSTRLow:MSTR
222.34MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
P/E Ratio
29.5
High:MSTR
29.5MSTRLow:MSTR
29.5MSTRDetails
PEG Ratio
2.37
High:MSTR
2.37MSTRLow:MSTR
2.37MSTRDetails
Price/Book
1.98
High:MSTR
1.98MSTRLow:MSTR
1.98MSTRDetails
Price/Sales
222.34
High:MSTR
222.34MSTRLow:MSTR
222.34MSTRDetails
Price/CF
7,511.07
High:MSTR
7,511.07MSTRLow:MSTR
7,511.07MSTRDetails
Price/FCF
1,187.5
High:MSTR
1,187.5MSTRLow:MSTR
1,187.5MSTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.62% | Nov 2018 | May 2022 | 42 |
-33.26% | Aug 2022 | Apr 2023 | 8 |
-30.52% | Apr 2024 | Nov 2024 | 7 |
-26.21% | Feb 2025 | Jul 2025 | 5 |
-15.48% | Jul 2023 | Oct 2023 | 3 |
-7.45% | Dec 2024 | Jan 2025 | 1 |
-6.61% | May 2023 | Jun 2023 | 1 |
-2.2% | Aug 2025 | Sep 2025 | 1 |