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-0.13%
This Month
-0.33%
Year To Date
+42.15%
2 Years
-19.94%
5 Years
+34.09%
10 Years
+4.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services52.41%
- 🛍️ Retail Trade21.09%
- 💰 Finance17.7%
- 🚚 Transportation8.8%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.77%
- 🇺🇸 NYSE15.93%
- 🇬🇧 LSE13.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.81%
- 🇺🇾 Uruguay16.01%
- 🇸🇬 Singapore13.87%
- 🇬🇧 United Kingdom13.3%
Dividends
Dividend Yield
0.34%
3 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $INTU (1.1%)
Performance Metrics
Score 3.3/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-3.83
-3.83
-4
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-3.83
-3.83
-4
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.16
High:
GRAB
56.2GRABLow:
MSFT
23.11MSFTDetails
PEG Ratio
263.84
High:
MELI
969.63MELILow:
SE
12.98SEDetails
Price/Book
6.9
High:MELI
12.91MELILow:
SOFI
1.89SOFIDetails
Price/Sales
7.81
High:
RDDT
12.55RDDTLow:SE
2.29SEDetails
Price/CF
18.55
High:GRAB
95.66GRABLow:MELI
11.2MELIDetails
Price/FCF
49.5
High:GRAB
164.91GRABLow:MELI
12.83MELIDetails
P/E Ratio
24.16
High:GRAB
56.2GRABLow:MSFT
23.11MSFTDetails
PEG Ratio
263.84
High:MELI
969.63MELILow:SE
12.98SEDetails
Price/Book
6.9
High:MELI
12.91MELILow:SOFI
1.89SOFIDetails
Price/Sales
7.81
High:RDDT
12.55RDDTLow:SE
2.29SEDetails
Price/CF
18.55
High:GRAB
95.66GRABLow:MELI
11.2MELIDetails
Price/FCF
49.5
High:GRAB
164.91GRABLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.24% | Jul 2021 | - | 58 |
-21.36% | Mar 2020 | Nov 2020 | 8 |
-0.89% | Mar 2021 | Jun 2021 | 3 |