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-5.17%
Today
-5.17%
This Month
-22.79%
Year To Date
+78.5%
2 Years
+27.68%
5 Years
+7.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.5%
- 🪙 Cryptocurrencies30.04%
- 🚗 Consumer Durables20.55%
- 💻 Electronic Technology8.84%
- 👥 Copy Trading5.92%
- 🛍️ Retail Trade2.5%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.97%
- 🌍 Digital Currency30.04%
- 🇺🇸 NYSE2.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.97%
- 🇨🇦 Canada1.35%
- 🇬🇧 United Kingdom0%
- 🇱🇺 Luxembourg0%
Dividends
Dividend Yield
0.14%
8 out of 21 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.24%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL | Ex-Dividend | Apr 10 | $0.50 |
ORCL (saifsyn) | Ex-Dividend | Apr 10 | $0.50 |
ORCL | Pay Day | Apr 23 | $0.50 |
ORCL (saifsyn) | Pay Day | Apr 23 | $0.50 |
 MSFT | Ex-Dividend | May 15 | $0.83 |
MSFT (saifsyn) | Ex-Dividend | May 15 | $0.83 |
MSFT | Pay Day | Jun 12 | $0.83 |
MSFT (saifsyn) | Pay Day | Jun 12 | $0.83 |
Performance Metrics
Score 5/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
7.26
7.26
-2
0
2
8
8
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
7.26
7.26
-2
0
2
8
8
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.35
High:
TSLA
138.72TSLALow:
MSTR
-55.47MSTRDetails
PEG Ratio
74.25
High:
MSFT
248.67MSFTLow:
RBLX
-188.77RBLXDetails
Price/Book
9.98
High:RBLX
185.41RBLXLow:
FTCHQ
-FTCHQDetails
Price/Sales
8.35
High:MSTR
149.45MSTRLow:FTCHQ
-FTCHQDetails
Price/CF
30.87
High:MSTR
7,511.07MSTRLow:
META
16.66METADetails
Price/FCF
62.15
High:MSTR
1,187.5MSTRLow:
ADBE
20.9ADBEDetails
P/E Ratio
34.35
High:TSLA
138.72TSLALow:MSTR
-55.47MSTRDetails
PEG Ratio
74.25
High:MSFT
248.67MSFTLow:RBLX
-188.77RBLXDetails
Price/Book
9.98
High:RBLX
185.41RBLXLow:FTCHQ
-FTCHQDetails
Price/Sales
8.35
High:MSTR
149.45MSTRLow:FTCHQ
-FTCHQDetails
Price/CF
30.87
High:MSTR
7,511.07MSTRLow:META
16.66METADetails
Price/FCF
62.15
High:MSTR
1,187.5MSTRLow:ADBE
20.9ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.9% | Nov 2021 | Nov 2024 | 36 |
-25.46% | Dec 2024 | - | 4 |
-6.87% | Sep 2021 | Oct 2021 | 1 |