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-3.79%
This Month
+4.16%
Year To Date
+19.64%
2 Years
+20.94%
5 Years
+20.94%
10 Years
+13.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.24%
- 💻 Electronic Technology19.39%
- 🖥️ Technology Services7.97%
- ⚡ Utilities7.01%
- 🪨 Non Energy Minerals6.75%
- 💰 Finance6.46%
- ⛏️ Energy Minerals5.42%
- 🛍️ Retail Trade4.56%
- 💵 Cash3.91%
- 🧬 Health Technology1.97%
- 🪙 Cryptocurrencies1.79%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.36%
- 🇺🇸 Nasdaq28.39%
- 🇪🇸 Bolsa De Madrid7.01%
- 🌍 Digital Currency1.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.54%
- 🇪🇸 Spain7.01%
- 🇹🇼 Taiwan5.42%
- 🇨🇳 China4.56%
Dividends
Dividend Yield
0.81%
10 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-1.74
-1.74
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-1.74
-1.74
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-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
31.99
High:
FCX
43.55FCXLow:
INTC
-556.53INTCDetails
PEG Ratio
89.71
High:FCX
259.94FCXLow:INTC
-566.72INTCDetails
Price/Book
10.11
High:
AAPL
43.77AAPLLow:
EQT
1.61EQTDetails
Price/Sales
9.72
High:
NVDA
20.71NVDALow:
HST
2.27HSTDetails
Price/CF
22.2
High:NVDA
44.64NVDALow:EQT
6.57EQTDetails
Price/FCF
50.39
High:
BABA
1,196.17BABALow:EQT
13.77EQTDetails
P/E Ratio
31.99
High:FCX
43.55FCXLow:INTC
-556.53INTCDetails
PEG Ratio
89.71
High:FCX
259.94FCXLow:INTC
-566.72INTCDetails
Price/Book
10.11
High:AAPL
43.77AAPLLow:EQT
1.61EQTDetails
Price/Sales
9.72
High:NVDA
20.71NVDALow:HST
2.27HSTDetails
Price/CF
22.2
High:NVDA
44.64NVDALow:EQT
6.57EQTDetails
Price/FCF
50.39
High:BABA
1,196.17BABALow:EQT
13.77EQTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.38% | Jul 2024 | Jan 2026 | 18 |
-3.79% | Mar 2026 | - | 1 |