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-0.74%
This Month
-0.74%
Year To Date
+33.67%
2 Years
+64.36%
5 Years
+64.36%
10 Years
+12.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash34.54%
- 🛍️ Retail Trade15.8%
- 💰 Finance13.94%
- 🖥️ Technology Services13.39%
- 📊 ETFs5.67%
- 💻 Electronic Technology5.29%
- ⛏️ Energy Minerals4.94%
- 🪙 Cryptocurrencies3.67%
- 💼 Commercial Services1.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.5%
- 🇺🇸 NYSE22.33%
- 🌍 Digital Currency3.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.61%
- 🇺🇾 Uruguay4.54%
Dividends
Dividend Yield
0.4%
7 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX (4.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-1.2
-1.2
-2
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
-1.2
-1.2
-2
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.99
High:
COST
51.65COSTLow:
QBTS
-20.01QBTSDetails
PEG Ratio
279.75
High:COST
539.35COSTLow:
NVDA
75.36NVDADetails
Price/Book
11.33
High:
MA
60.55MALow:
CVX
1.75CVXDetails
Price/Sales
7.1
High:QBTS
383.25QBTSLow:COST
1.53COSTDetails
Price/CF
23.51
High:NVDA
54.84NVDALow:CVX
9.49CVXDetails
Price/FCF
48.78
High:CVX
85.83CVXLow:
MELI
17.91MELIDetails
P/E Ratio
33.99
High:COST
51.65COSTLow:QBTS
-20.01QBTSDetails
PEG Ratio
279.75
High:COST
539.35COSTLow:NVDA
75.36NVDADetails
Price/Book
11.33
High:MA
60.55MALow:CVX
1.75CVXDetails
Price/Sales
7.1
High:QBTS
383.25QBTSLow:COST
1.53COSTDetails
Price/CF
23.51
High:NVDA
54.84NVDALow:CVX
9.49CVXDetails
Price/FCF
48.78
High:CVX
85.83CVXLow:MELI
17.91MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.4% | Apr 2022 | May 2023 | 13 |
-10.51% | Feb 2025 | Jul 2025 | 5 |
-10.11% | Sep 2021 | Mar 2022 | 6 |
-9.58% | Aug 2023 | Jan 2024 | 5 |
-2.56% | Oct 2024 | Jan 2025 | 3 |
-1.84% | Apr 2024 | May 2024 | 1 |
-1.39% | Nov 2025 | - | 3 |
-1.14% | Jun 2021 | Aug 2021 | 2 |