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-10.75%
This Month
-20.57%
Year To Date
-20.8%
2 Years
+1525.06%
5 Years
+171.49%
10 Years
+12.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies97.52%
- 🖥️ Technology Services2.47%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency97.52%
- 🇺🇸 Nasdaq2.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.47%
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 6.5/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
37.8
37.8
-2
0
2
38
38
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
6.38
6.38
0
0.75
1.25
7
7
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
37.8
37.8
-2
0
2
38
38
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
6.38
6.38
0
0.75
1.25
7
7
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
6.96
High:
MSTR
6.96MSTRLow:MSTR
6.96MSTRDetails
PEG Ratio
0.5
High:MSTR
0.5MSTRLow:MSTR
0.5MSTRDetails
Price/Book
0.82
High:MSTR
0.82MSTRLow:MSTR
0.82MSTRDetails
Price/Sales
99.42
High:MSTR
99.42MSTRLow:MSTR
99.42MSTRDetails
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
6.96
High:MSTR
6.96MSTRLow:MSTR
6.96MSTRDetails
PEG Ratio
0.5
High:MSTR
0.5MSTRLow:MSTR
0.5MSTRDetails
Price/Book
0.82
High:MSTR
0.82MSTRLow:MSTR
0.82MSTRDetails
Price/Sales
99.42
High:MSTR
99.42MSTRLow:MSTR
99.42MSTRDetails
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 |
-43.61% | Oct 2025 | - | 5 |
-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 |