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+2.6%
This Month
+23.93%
Year To Date
+64.07%
2 Years
+145.48%
5 Years
+118.47%
10 Years
+13.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade25.32%
- 🖥️ Technology Services21.82%
- 💰 Finance18.05%
- 🚗 Consumer Durables15.31%
- 💻 Electronic Technology10.36%
- 📊 ETFs3.98%
- 💇♀️ Consumer Services3.35%
- 💵 Cash2.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.67%
- 🇺🇸 NYSE16.6%
- 🇪🇸 Bolsa De Madrid13.15%
- 🇩🇪 FRA10.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.29%
- 🇪🇸 Spain13.15%
- 🇩🇪 Germany10.76%
Dividends
Dividend Yield
1.44%
8 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $O (5.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 6.1/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
2.72
2.72
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
2.72
2.72
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.52
High:
TSLA
306.67TSLALow:
ALV.DE
14.13ALV.DEDetails
PEG Ratio
475.63
High:
O
2,957.46OLow:
AMZN
63.01AMZNDetails
Price/Book
11.95
High:
AAPL
55.76AAPLLow:
SBUX
-11.98SBUXDetails
Price/Sales
7
High:TSLA
16.92TSLALow:ALV.DE
0.78ALV.DEDetails
Price/CF
23.83
High:TSLA
99.57TSLALow:ALV.DE
2.73ALV.DEDetails
Price/FCF
53.63
High:SBUX
1,256.06SBUXLow:ALV.DE
3.38ALV.DEDetails
P/E Ratio
37.52
High:TSLA
306.67TSLALow:ALV.DE
14.13ALV.DEDetails
PEG Ratio
475.63
High:O
2,957.46OLow:AMZN
63.01AMZNDetails
Price/Book
11.95
High:AAPL
55.76AAPLLow:SBUX
-11.98SBUXDetails
Price/Sales
7
High:TSLA
16.92TSLALow:ALV.DE
0.78ALV.DEDetails
Price/CF
23.83
High:TSLA
99.57TSLALow:ALV.DE
2.73ALV.DEDetails
Price/FCF
53.63
High:SBUX
1,256.06SBUXLow:ALV.DE
3.38ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.49% | Nov 2019 | Jun 2021 | 19 |
-17.34% | Jan 2022 | May 2023 | 16 |
-9.32% | Feb 2025 | Aug 2025 | 6 |
-8.33% | Aug 2023 | Nov 2023 | 3 |
-2.04% | Jan 2024 | Mar 2024 | 2 |
-1.91% | Sep 2021 | Oct 2021 | 1 |
-1.89% | Jul 2021 | Aug 2021 | 1 |
-1.1% | Apr 2024 | May 2024 | 1 |
-0.92% | Oct 2024 | Nov 2024 | 1 |