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+8.48%
This Month
-4.7%
Year To Date
+40.32%
2 Years
+69.16%
5 Years
+69.16%
10 Years
+15.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies70.3%
- ⛏️ Energy Minerals8.56%
- 🚚 Transportation7.26%
- 🧩 Miscellaneous5.58%
- 💵 Cash3.85%
- 🚗 Consumer Durables3.8%
- 📊 ETFs1.56%
- 💻 Electronic Technology1.03%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency70.3%
- 🇺🇸 NYSE15.7%
- 🇮🇹 Borsa Italiana8.29%
- 🇺🇸 Nasdaq3.8%
Countries Breakdown
- Country
- Total
- 🇧🇷 Brazil8.56%
- 🇮🇹 Italy8.29%
- 🇺🇸 United States3.8%
Dividends
Dividend Yield
1.18%
4 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR (8.24%)
Performance Metrics
Score 5.2/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
1.58
1.58
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
1.58
1.58
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
49.12
High:
TSLA
361.43TSLALow:
PBR
7.07PBRDetails
PEG Ratio
64.56
High:
LDO.MI
198.29LDO.MILow:PBR
4.13PBRDetails
Price/Book
8.04
High:TSLA
17.76TSLALow:PBR
1.83PBRDetails
Price/Sales
6.35
High:TSLA
14.51TSLALow:
PST.MI
1.36PST.MIDetails
Price/CF
16.91
High:TSLA
107.92TSLALow:PBR
2.23PBRDetails
Price/FCF
75.09
High:TSLA
255.88TSLALow:PBR
11.53PBRDetails
P/E Ratio
49.12
High:TSLA
361.43TSLALow:PBR
7.07PBRDetails
PEG Ratio
64.56
High:LDO.MI
198.29LDO.MILow:PBR
4.13PBRDetails
Price/Book
8.04
High:TSLA
17.76TSLALow:PBR
1.83PBRDetails
Price/Sales
6.35
High:TSLA
14.51TSLALow:PST.MI
1.36PST.MIDetails
Price/CF
16.91
High:TSLA
107.92TSLALow:PBR
2.23PBRDetails
Price/FCF
75.09
High:TSLA
255.88TSLALow:PBR
11.53PBRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.6% | Aug 2025 | - | 9 |
-15.78% | Nov 2022 | Jul 2023 | 8 |
-14.09% | Feb 2025 | Jul 2025 | 5 |
-9.74% | Apr 2024 | Nov 2024 | 7 |
-7.69% | Aug 2023 | Oct 2023 | 2 |
-2.45% | Jan 2024 | Feb 2024 | 1 |
-2.34% | Dec 2024 | Jan 2025 | 1 |