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-5.01%
This Month
+1.67%
Year To Date
+60.3%
2 Years
+74.73%
5 Years
+233.04%
10 Years
+19.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous25.51%
- 🚗 Consumer Durables21.53%
- 🖥️ Technology Services20.36%
- 🛍️ Retail Trade11.55%
- 📊 ETFs7.15%
- 💻 Electronic Technology6.92%
- 🪙 Cryptocurrencies3.5%
- 🍞 Consumer Non Durables1.85%
- 💇♀️ Consumer Services0.78%
- 🛠️ Producer Manufacturing0.55%
- 💰 Finance0.29%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.5%
- 🇺🇸 NYSE34.35%
- 🌍 Digital Currency3.5%
- 🇪🇸 Bolsa De Madrid0.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.57%
- 🇪🇸 Spain0.65%
- 🇯🇵 Japan0.32%
- 🇧🇷 Brazil0.29%
Dividends
Dividend Yield
0.44%
11 out of 22 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.76%)
Performance Metrics
Score 6/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
1.78
1.78
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
1.78
1.78
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.06
High:
TSLA
382.29TSLALow:
TM
9.17TMDetails
PEG Ratio
125.3
High:
ABNB
1,400.27ABNBLow:
GEV
7.1GEVDetails
Price/Book
11.3
High:
AAPL
42.87AAPLLow:TM
0.93TMDetails
Price/Sales
8.44
High:
PLTR
69.73PLTRLow:
TGT
0.53TGTDetails
Price/CF
23.94
High:PLTR
138.09PLTRLow:TM
7.42TMDetails
Price/FCF
69.98
High:
NKE
947.69NKELow:
NU
8.56NUDetails
P/E Ratio
38.06
High:TSLA
382.29TSLALow:TM
9.17TMDetails
PEG Ratio
125.3
High:ABNB
1,400.27ABNBLow:GEV
7.1GEVDetails
Price/Book
11.3
High:AAPL
42.87AAPLLow:TM
0.93TMDetails
Price/Sales
8.44
High:PLTR
69.73PLTRLow:TGT
0.53TGTDetails
Price/CF
23.94
High:PLTR
138.09PLTRLow:TM
7.42TMDetails
Price/FCF
69.98
High:NKE
947.69NKELow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.07% | Nov 2021 | Nov 2024 | 36 |
-18.83% | Feb 2025 | Aug 2025 | 6 |
-16.02% | Sep 2020 | Jan 2021 | 4 |
-15.99% | Feb 2020 | Apr 2020 | 2 |
-11.16% | Nov 2025 | May 2026 | 6 |
-6.55% | Aug 2019 | Dec 2019 | 4 |
-5.01% | Jun 2026 | - | 1 |
-3.87% | May 2021 | Jun 2021 | 1 |
-3.64% | Feb 2021 | Apr 2021 | 2 |
-3.02% | Sep 2021 | Oct 2021 | 1 |