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+4.06%
This Month
+4.06%
Year To Date
-0.16%
2 Years
+33.37%
5 Years
+138.69%
10 Years
+17.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology30.69%
- 👥 Copy Trading21.49%
- 🪙 Cryptocurrencies17.65%
- 💵 Cash8.58%
- ⛏️ Energy Minerals6.61%
- 🛍️ Retail Trade6.05%
- 🛠️ Producer Manufacturing4.59%
- 💰 Finance0.88%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.69%
- 🌍 Digital Currency17.65%
- 🇺🇸 Nasdaq10.92%
- 🇬🇧 LSE2.69%
- 🇭🇰 Hong Kong Exchanges0.19%
- 🇫🇷 Euronext Paris0.18%
- 🇳🇱 Euronext Amsterdam0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.73%
- 🇨🇴 Colombia11.2%
- 🇬🇧 United Kingdom2.69%
- 🇨🇳 China0.48%
- 🇺🇾 Uruguay0.27%
- 🇫🇷 France0.15%
- 🇩🇰 Denmark0.11%
- 🇳🇱 Netherlands0.11%
Dividends
Dividend Yield
2.81%
6 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EC (7.9%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-3.4
-3.4
-4
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-3.4
-3.4
-4
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.34
High:
CPNG
96.92CPNGLow:
EC
9.51ECDetails
PEG Ratio
18.86
High:
TGLS
67.77TGLSLow:
PFE
11.54PFEDetails
Price/Book
1.63
High:CPNG
7.87CPNGLow:EC
1.25ECDetails
Price/Sales
2.12
High:
EQIX
8.5EQIXLow:EC
0.87ECDetails
Price/CF
9.79
High:CPNG
25.41CPNGLow:EC
2.78ECDetails
Price/FCF
114.95
High:PFE
202.63PFELow:EC
11.56ECDetails
P/E Ratio
15.34
High:CPNG
96.92CPNGLow:EC
9.51ECDetails
PEG Ratio
18.86
High:TGLS
67.77TGLSLow:PFE
11.54PFEDetails
Price/Book
1.63
High:CPNG
7.87CPNGLow:EC
1.25ECDetails
Price/Sales
2.12
High:EQIX
8.5EQIXLow:EC
0.87ECDetails
Price/CF
9.79
High:CPNG
25.41CPNGLow:EC
2.78ECDetails
Price/FCF
114.95
High:PFE
202.63PFELow:EC
11.56ECDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.59% | Jan 2022 | Nov 2023 | 22 |
-33.48% | Feb 2025 | - | 12 |
-9.04% | Apr 2024 | Nov 2024 | 7 |
-8.9% | Jan 2024 | Feb 2024 | 1 |
-7.27% | Sep 2020 | Nov 2020 | 2 |
-3.63% | Dec 2024 | Jan 2025 | 1 |
-3.37% | Nov 2021 | Dec 2021 | 1 |
-2.76% | Jul 2021 | Oct 2021 | 3 |
-1.69% | Feb 2021 | Mar 2021 | 1 |
-1.49% | Jun 2020 | Aug 2020 | 2 |