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-0.3%
This Month
-5.15%
Year To Date
+18.96%
2 Years
+55.64%
5 Years
+57.05%
10 Years
+10.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade28.2%
- 💰 Finance21.09%
- 🖥️ Technology Services20.55%
- 💻 Electronic Technology10.33%
- 📊 ETFs7.85%
- ⛏️ Energy Minerals5.89%
- 🪙 Cryptocurrencies4.41%
- 💼 Commercial Services1.64%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.23%
- 🇺🇸 NYSE31.32%
- 🌍 Digital Currency4.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.1%
- 🇺🇾 Uruguay10.61%
Dividends
Dividend Yield
0.51%
8 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX (3.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-2.25
-2.25
-3
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-2.25
-2.25
-3
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.82
High:
COST
53.93COSTLow:
QBTS
-17.17QBTSDetails
PEG Ratio
377.49
High:
MELI
997.84MELILow:
NVDA
56.47NVDADetails
Price/Book
10.61
High:
MA
60.42MALow:
CVX
1.99CVXDetails
Price/Sales
7.19
High:QBTS
271.44QBTSLow:COST
1.6COSTDetails
Price/CF
23.71
High:NVDA
44.64NVDALow:CVX
8.97CVXDetails
Price/FCF
53.6
High:
AMZN
325.85AMZNLow:MELI
12.83MELIDetails
P/E Ratio
31.82
High:COST
53.93COSTLow:QBTS
-17.17QBTSDetails
PEG Ratio
377.49
High:MELI
997.84MELILow:NVDA
56.47NVDADetails
Price/Book
10.61
High:MA
60.42MALow:CVX
1.99CVXDetails
Price/Sales
7.19
High:QBTS
271.44QBTSLow:COST
1.6COSTDetails
Price/CF
23.71
High:NVDA
44.64NVDALow:CVX
8.97CVXDetails
Price/FCF
53.6
High:AMZN
325.85AMZNLow:MELI
12.83MELIDetails
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 |
-5.9% | Feb 2026 | - | 2 |
-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 |