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+0.24%
This Month
+16.01%
Year To Date
+37.09%
2 Years
+66.38%
5 Years
+66.38%
10 Years
+12.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash64.78%
- 🛍️ Retail Trade13.4%
- 💰 Finance11.26%
- 📊 ETFs3.87%
- 🪙 Cryptocurrencies3.75%
- 💼 Commercial Services1.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq17.27%
- 🇺🇸 NYSE12.97%
- 🌍 Digital Currency3.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.61%
- 🇺🇾 Uruguay4.76%
Dividends
Dividend Yield
0.13%
3 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SPGI (0.78%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SPGI | Pay Day | Dec 10, 2025 | $0.96 |
Performance Metrics
Score 4.4/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-1.04
-1.04
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-1.04
-1.04
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.44
High:
MELI
51.74MELILow:
MA
35.41MADetails
PEG Ratio
282.26
High:
COST
510.64COSTLow:MELI
116.23MELIDetails
Price/Book
23.19
High:MA
63.05MALow:
SPGI
4.58SPGIDetails
Price/Sales
3.45
High:MA
15.91MALow:COST
1.49COSTDetails
Price/CF
28.83
High:COST
31.46COSTLow:MELI
15.37MELIDetails
Price/FCF
41.68
High:COST
74.2COSTLow:MELI
17.91MELIDetails
P/E Ratio
40.44
High:MELI
51.74MELILow:MA
35.41MADetails
PEG Ratio
282.26
High:COST
510.64COSTLow:MELI
116.23MELIDetails
Price/Book
23.19
High:MA
63.05MALow:SPGI
4.58SPGIDetails
Price/Sales
3.45
High:MA
15.91MALow:COST
1.49COSTDetails
Price/CF
28.83
High:COST
31.46COSTLow:MELI
15.37MELIDetails
Price/FCF
41.68
High:COST
74.2COSTLow: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 |
-1.14% | Jun 2021 | Aug 2021 | 2 |
-0.42% | Nov 2025 | - | 2 |