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-0.96%
This Month
-5.14%
Year To Date
+32.08%
2 Years
+53.36%
5 Years
+37.07%
10 Years
+3.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services42.02%
- 📊 ETFs31.61%
- 🛍️ Retail Trade17.43%
- 💼 Commercial Services5.79%
- 🍞 Consumer Non Durables2.81%
- 🧩 Miscellaneous0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.35%
- 🇺🇸 NYSE30.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.33%
- 🇨🇦 Canada2.81%
- 🇺🇾 Uruguay0.91%
Dividends
Dividend Yield
0.23%
5 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BBWI (3.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-6.94
-6.94
-7
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-6.94
-6.94
-7
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
-0.38
-0.38
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.92
High:
MELI
44.91MELILow:
TEAM
-106.77TEAMDetails
PEG Ratio
108.88
High:MELI
997.84MELILow:TEAM
-232.81TEAMDetails
Price/Book
7.55
High:
NFLX
15.65NFLXLow:
BBWI
-2.96BBWIDetails
Price/Sales
6.48
High:
MSFT
9.9MSFTLow:BBWI
0.64BBWIDetails
Price/CF
21.54
High:NFLX
39.88NFLXLow:BBWI
4.27BBWIDetails
Price/FCF
74.65
High:
AMZN
325.85AMZNLow:BBWI
6.49BBWIDetails
P/E Ratio
27.92
High:MELI
44.91MELILow:TEAM
-106.77TEAMDetails
PEG Ratio
108.88
High:MELI
997.84MELILow:TEAM
-232.81TEAMDetails
Price/Book
7.55
High:NFLX
15.65NFLXLow:BBWI
-2.96BBWIDetails
Price/Sales
6.48
High:MSFT
9.9MSFTLow:BBWI
0.64BBWIDetails
Price/CF
21.54
High:NFLX
39.88NFLXLow:BBWI
4.27BBWIDetails
Price/FCF
74.65
High:AMZN
325.85AMZNLow:BBWI
6.49BBWIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.13% | Jan 2018 | Jun 2021 | 41 |
-43.06% | Dec 2021 | Nov 2024 | 35 |
-15.42% | Feb 2025 | Jul 2025 | 5 |
-7.7% | Sep 2021 | Oct 2021 | 1 |
-5.94% | Nov 2025 | - | 5 |
-0.81% | Jul 2021 | Aug 2021 | 1 |