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-3.21%
This Month
-3.21%
Year To Date
+29.26%
2 Years
+96.37%
5 Years
+96.37%
10 Years
+22.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance25%
- 🖥️ Technology Services22.66%
- 💻 Electronic Technology16.81%
- 📊 ETFs15.22%
- 🛍️ Retail Trade8.22%
- 💵 Cash7.91%
- ⚡ Utilities3.22%
- 🪙 Cryptocurrencies1.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.69%
- 🇺🇸 NYSE29.05%
- 🇬🇧 LSE13.09%
- 🌍 Digital Currency1.59%
- 🇪🇸 Bolsa De Madrid1.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.78%
- 🇮🇱 Israel1.83%
- 🇪🇸 Spain1.3%
Dividends
Dividend Yield
0.3%
8 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SAN.MC (1.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
2.68
2.68
0
1
2
3
3
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
2.99
2.99
0
0.3
0.6
3
3
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
2.68
2.68
0
1
2
3
3
Jensen's Alpha
6.16
6.16
-2
0
2
7
7
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
2.99
2.99
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
31.1
High:
VST
59.17VSTLow:
SAN.MC
11.69SAN.MCDetails
PEG Ratio
292.7
High:
V
1,170.87VLow:
ADBE
52.37ADBEDetails
Price/Book
9.36
High:
MA
59.37MALow:
BRK.B
1.46BRK.BDetails
Price/Sales
6.97
High:V
15.9VLow:SAN.MC
1.52SAN.MCDetails
Price/CF
25.98
High:
AAPL
34.06AAPLLow:
AXP
10.89AXPDetails
Price/FCF
55.26
High:
AMZN
225.5AMZNLow:ADBE
13.55ADBEDetails
P/E Ratio
31.1
High:VST
59.17VSTLow:SAN.MC
11.69SAN.MCDetails
PEG Ratio
292.7
High:V
1,170.87VLow:ADBE
52.37ADBEDetails
Price/Book
9.36
High:MA
59.37MALow:BRK.B
1.46BRK.BDetails
Price/Sales
6.97
High:V
15.9VLow:SAN.MC
1.52SAN.MCDetails
Price/CF
25.98
High:AAPL
34.06AAPLLow:AXP
10.89AXPDetails
Price/FCF
55.26
High:AMZN
225.5AMZNLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.91% | Feb 2025 | Jun 2025 | 4 |
-5.38% | Sep 2023 | Nov 2023 | 2 |
-4.89% | Apr 2024 | Jun 2024 | 2 |
-3.47% | Nov 2025 | - | 3 |
-3.47% | Dec 2022 | Jan 2023 | 1 |
-3.29% | Feb 2023 | Mar 2023 | 1 |
-0.83% | Dec 2024 | Jan 2025 | 1 |
-0.37% | Oct 2024 | Nov 2024 | 1 |