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+1.28%
Today
+4.41%
This Month
-3.54%
Year To Date
+116.11%
2 Years
+377.54%
5 Years
+28.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies77.93%
- 📊 ETFs17.4%
- 💵 Cash4.98%
- 🖥️ Technology Services1.34%
- 💻 Electronic Technology0.25%
- 🪨 Non Energy Minerals0.05%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency77.93%
- 🇺🇸 NYSE14.95%
- 🇺🇸 Nasdaq2.07%
- 🇬🇧 LSE1.12%
- 🇺🇸 Chicago Board Options Exchange0.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.48%
- 🇦🇺 Australia0.1%
- 🇨🇦 Canada0.05%
Dividends
Dividend Yield
0.25%
8 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IAPD.L (9.65%)
Performance Metrics
Score 7.5/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
20.54
20.54
-2
0
2
21
21
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
20.54
20.54
-2
0
2
21
21
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
10.98
High:
GOLD.BARRICK
16.47GOLD.BARRICKLow:
RKLB
-51.5RKLBDetails
PEG Ratio
1.7
High:GOLD.BARRICK
23.87GOLD.BARRICKLow:
HUT
0.88HUTDetails
Price/Book
2.07
High:RKLB
26.04RKLBLow:
IREN
0.93IRENDetails
Price/Sales
5.84
High:RKLB
22.71RKLBLow:GOLD.BARRICK
2.73GOLD.BARRICKDetails
Price/CF
6.29
High:IREN
35.25IRENLow:GOLD.BARRICK
5.9GOLD.BARRICKDetails
Price/FCF
34.99
High:HUT
36.45HUTLow:GOLD.BARRICK
33.75GOLD.BARRICKDetails
P/E Ratio
10.98
High:GOLD.BARRICK
16.47GOLD.BARRICKLow:RKLB
-51.5RKLBDetails
PEG Ratio
1.7
High:GOLD.BARRICK
23.87GOLD.BARRICKLow:HUT
0.88HUTDetails
Price/Book
2.07
High:RKLB
26.04RKLBLow:IREN
0.93IRENDetails
Price/Sales
5.84
High:RKLB
22.71RKLBLow:GOLD.BARRICK
2.73GOLD.BARRICKDetails
Price/CF
6.29
High:IREN
35.25IRENLow:GOLD.BARRICK
5.9GOLD.BARRICKDetails
Price/FCF
34.99
High:HUT
36.45HUTLow:GOLD.BARRICK
33.75GOLD.BARRICKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.64% | Nov 2021 | Feb 2024 | 27 |
-34.16% | Jan 2018 | Jun 2020 | 29 |
-23.63% | May 2021 | Oct 2021 | 5 |
-17.14% | Nov 2014 | Oct 2015 | 11 |
-15.82% | Feb 2025 | - | 3 |
-11.75% | Dec 2015 | Jun 2016 | 6 |
-9.54% | Jul 2016 | Dec 2016 | 5 |
-9.28% | Apr 2024 | Oct 2024 | 6 |
-8.21% | Jun 2017 | Aug 2017 | 2 |
-5.56% | Sep 2020 | Oct 2020 | 1 |
-4.96% | Dec 2024 | Jan 2025 | 1 |
-4.77% | Sep 2017 | Oct 2017 | 1 |
-0.9% | Jan 2017 | Feb 2017 | 1 |
-0.33% | Mar 2017 | Apr 2017 | 1 |