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-3.04%
This Month
-1.81%
Year To Date
+18.41%
2 Years
+58.6%
5 Years
+62.59%
10 Years
+10.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.7%
- 🛍️ Retail Trade23.19%
- 💰 Finance23.02%
- 💻 Electronic Technology8.33%
- 🧩 Miscellaneous6.38%
- ⛏️ Energy Minerals5.12%
- 🪙 Cryptocurrencies4.59%
- 💼 Commercial Services1.33%
- 💵 Cash0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.75%
- 🇺🇸 NYSE30.32%
- 🌍 Digital Currency4.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.89%
- 🇺🇾 Uruguay6.95%
- 🇨🇳 China0.85%
Dividends
Dividend Yield
0.55%
10 out of 13 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $CVX.US (3.7%)
Next Dividends
Performance Metrics
Score 3.9/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-1.95
-1.95
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-1.95
-1.95
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.2
High:
COST
48.91COSTLow:
BABA
19.65BABADetails
PEG Ratio
187.2
High:COST
385.33COSTLow:
NVDA
30.57NVDADetails
Price/Book
10.45
High:
MA
63.6MALow:BABA
1.9BABADetails
Price/Sales
8.34
High:NVDA
21.04NVDALow:COST
1.47COSTDetails
Price/CF
21.18
High:NVDA
40.43NVDALow:
MELI
9.01MELIDetails
Price/FCF
52.93
High:BABA
1,196.17BABALow:MELI
10.23MELIDetails
P/E Ratio
29.2
High:COST
48.91COSTLow:BABA
19.65BABADetails
PEG Ratio
187.2
High:COST
385.33COSTLow:NVDA
30.57NVDADetails
Price/Book
10.45
High:MA
63.6MALow:BABA
1.9BABADetails
Price/Sales
8.34
High:NVDA
21.04NVDALow:COST
1.47COSTDetails
Price/CF
21.18
High:NVDA
40.43NVDALow:MELI
9.01MELIDetails
Price/FCF
52.93
High:BABA
1,196.17BABALow:MELI
10.23MELIDetails
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 |
-9.07% | Feb 2026 | May 2026 | 3 |
-3.04% | Jun 2026 | - | 1 |
-2.56% | Oct 2024 | Jan 2025 | 3 |
-1.84% | Apr 2024 | May 2024 | 1 |
-1.14% | Jun 2021 | Aug 2021 | 2 |
-0.66% | Nov 2025 | Jan 2026 | 2 |