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+6.54%
This Month
+6.45%
Year To Date
+51.32%
2 Years
+59.74%
5 Years
+59.74%
10 Years
+13.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.72%
- 💰 Finance19.55%
- 🧩 Miscellaneous12.92%
- 🖥️ Technology Services11.91%
- 🪙 Cryptocurrencies3.64%
- ⛏️ Energy Minerals3.29%
- 💻 Electronic Technology2.39%
- ⚡ Utilities0.86%
- 🧬 Health Technology0.27%
- 💵 Cash0.24%
- 🛍️ Retail Trade0.11%
- 🚗 Consumer Durables0.07%
- 🏥 Health Services0.04%
- 💼 Commercial Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.11%
- 🇺🇸 Nasdaq32.77%
- 🌍 Digital Currency3.64%
- 🇩🇪 FRA0.28%
Countries Breakdown
- Country
- Total
- 🇨🇴 Colombia18.36%
- 🇺🇸 United States15.06%
- 🇰🇾 Cayman Islands4.47%
- 🇩🇪 Germany0.28%
- 🇮🇱 Israel0.25%
- 🇩🇰 Denmark0.04%
- 🇨🇳 China0.03%
- 🇬🇧 United Kingdom0.02%
Dividends
Dividend Yield
0.58%
11 out of 32 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.24%)
Performance Metrics
Score 4.3/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-0.7
-0.7
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-0.7
-0.7
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.55
High:
TSLA
364.78TSLALow:
KLAR
-19.17KLARDetails
PEG Ratio
72.84
High:
NVO
209.07NVOLow:
NIO
-18.88NIODetails
Price/Book
8.34
High:
PLTR
47.39PLTRLow:
TDOC
0.79TDOCDetails
Price/Sales
9.94
High:PLTR
84.18PLTRLow:TDOC
0.43TDOCDetails
Price/CF
20.12
High:PLTR
214.31PLTRLow:
EC
3.08ECDetails
Price/FCF
55.69
High:
NEE
2,356.18NEELow:TDOC
4.42TDOCDetails
P/E Ratio
29.55
High:TSLA
364.78TSLALow:KLAR
-19.17KLARDetails
PEG Ratio
72.84
High:NVO
209.07NVOLow:NIO
-18.88NIODetails
Price/Book
8.34
High:PLTR
47.39PLTRLow:TDOC
0.79TDOCDetails
Price/Sales
9.94
High:PLTR
84.18PLTRLow:TDOC
0.43TDOCDetails
Price/CF
20.12
High:PLTR
214.31PLTRLow:EC
3.08ECDetails
Price/FCF
55.69
High:NEE
2,356.18NEELow:TDOC
4.42TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.03% | Aug 2022 | Jul 2023 | 11 |
-10.9% | Aug 2023 | Dec 2023 | 4 |
-6.7% | Feb 2025 | Jun 2025 | 4 |
-6.01% | Feb 2026 | Apr 2026 | 2 |
-4.3% | Jun 2022 | Jul 2022 | 1 |
-3.41% | Apr 2024 | May 2024 | 1 |
-3.26% | Dec 2024 | Jan 2025 | 1 |
-0.73% | Jan 2024 | Feb 2024 | 1 |
-0.38% | Dec 2025 | Jan 2026 | 1 |
-0.29% | Oct 2024 | Nov 2024 | 1 |