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+0.2%
This Month
+36.81%
Year To Date
+74.9%
2 Years
+156.88%
5 Years
+261.21%
10 Years
+27.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance51.79%
- 📊 ETFs29.19%
- 🪙 Cryptocurrencies14.7%
- 🛍️ Retail Trade4.31%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.21%
- 🇺🇸 Chicago Board Options Exchange15.72%
- 🌍 Digital Currency14.7%
- 🇺🇸 NYSE12.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.1%
Dividends
Dividend Yield
0%
0 out of 6 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 8.4/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
2.39
2.39
0
1
2
3
3
Jensen's Alpha
11.17
11.17
-2
0
2
12
12
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
2.3
2.3
0
0.75
1.25
3
3
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
2.07
2.07
0
0.3
0.6
3
3
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
2.39
2.39
0
1
2
3
3
Jensen's Alpha
11.17
11.17
-2
0
2
12
12
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
2.3
2.3
0
0.75
1.25
3
3
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
2.07
2.07
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.77
High:
AMZN
31.95AMZNLow:
GLXY
-27.63GLXYDetails
PEG Ratio
63.01
High:AMZN
63.01AMZNLow:AMZN
63.01AMZNDetails
Price/Book
6.32
High:AMZN
6.54AMZNLow:GLXY
2.72GLXYDetails
Price/Sales
2.04
High:AMZN
3.55AMZNLow:GLXY
0.12GLXYDetails
Price/CF
17.83
High:AMZN
18.22AMZNLow:GLXY
9.74GLXYDetails
Price/FCF
211.01
High:AMZN
225.5AMZNLow:GLXY
60.08GLXYDetails
P/E Ratio
33.77
High:AMZN
31.95AMZNLow:GLXY
-27.63GLXYDetails
PEG Ratio
63.01
High:AMZN
63.01AMZNLow:AMZN
63.01AMZNDetails
Price/Book
6.32
High:AMZN
6.54AMZNLow:GLXY
2.72GLXYDetails
Price/Sales
2.04
High:AMZN
3.55AMZNLow:GLXY
0.12GLXYDetails
Price/CF
17.83
High:AMZN
18.22AMZNLow:GLXY
9.74GLXYDetails
Price/FCF
211.01
High:AMZN
225.5AMZNLow:GLXY
60.08GLXYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.07% | Apr 2022 | Jul 2023 | 15 |
-10.09% | Aug 2023 | Dec 2023 | 4 |
-8.02% | Feb 2025 | May 2025 | 3 |
-7.44% | Sep 2020 | Nov 2020 | 2 |
-2.09% | Dec 2024 | Jan 2025 | 1 |
-1.93% | Nov 2021 | Dec 2021 | 1 |
-1.75% | Nov 2025 | - | 2 |
-1.74% | Jul 2021 | Aug 2021 | 1 |
-1.11% | Apr 2024 | May 2024 | 1 |
-0.51% | Oct 2024 | Nov 2024 | 1 |
-0.17% | Sep 2021 | Oct 2021 | 1 |