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-0.43%
This Month
+20.58%
Year To Date
+52.47%
2 Years
+79.96%
5 Years
+519.82%
10 Years
+24.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.82%
- 🛍️ Retail Trade19.39%
- 💰 Finance10.38%
- 💼 Commercial Services9.79%
- 📊 ETFs9.11%
- 💇♀️ Consumer Services9.07%
- 🪙 Cryptocurrencies3.58%
- 🚗 Consumer Durables2.45%
- 💻 Electronic Technology1.98%
- 🧬 Health Technology1.33%
- 🚚 Transportation1.05%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.54%
- 🇺🇸 NYSE26.79%
- 🇩🇪 Xetra ETFs9.11%
- 🌍 Digital Currency3.58%
- 🇳🇱 Euronext Amsterdam2.93%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.2%
- 🇺🇾 Uruguay8.52%
- 🇯🇵 Japan4.43%
- 🇳🇱 Netherlands2.93%
- 🇨🇦 Canada1.18%
Dividends
Dividend Yield
0.34%
13 out of 24 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $UMG.NV (2.42%)
Performance Metrics
Score 7.7/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
10.45
10.45
-2
0
2
11
11
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
10.45
10.45
-2
0
2
11
11
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.8
1.8
0
0.75
1.25
2
2
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.39
High:
BN.US
126.14BN.USLow:
H
-174.81HDetails
PEG Ratio
281.04
High:
V
1,180.28VLow:
UBER
4.2UBERDetails
Price/Book
7.78
High:
MELI
17.28MELILow:
BKNG
-34.43BKNGDetails
Price/Sales
7.42
High:
ADYEN.NV
17.96ADYEN.NVLow:BN.US
1.45BN.USDetails
Price/CF
21.6
High:
NFLX
54.35NFLXLow:
SONY
8.88SONYDetails
Price/FCF
56.5
High:H
430.59HLow:SONY
11.14SONYDetails
P/E Ratio
31.39
High:BN.US
126.14BN.USLow:H
-174.81HDetails
PEG Ratio
281.04
High:V
1,180.28VLow:UBER
4.2UBERDetails
Price/Book
7.78
High:MELI
17.28MELILow:BKNG
-34.43BKNGDetails
Price/Sales
7.42
High:ADYEN.NV
17.96ADYEN.NVLow:BN.US
1.45BN.USDetails
Price/CF
21.6
High:NFLX
54.35NFLXLow:SONY
8.88SONYDetails
Price/FCF
56.5
High:H
430.59HLow:SONY
11.14SONYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.54% | Nov 2021 | Feb 2024 | 27 |
-25.24% | Feb 2018 | Dec 2019 | 22 |
-7.01% | Feb 2025 | May 2025 | 3 |
-5.73% | Sep 2021 | Oct 2021 | 1 |
-5.58% | Feb 2020 | Apr 2020 | 2 |
-4.48% | Apr 2024 | May 2024 | 1 |
-1.79% | Jul 2024 | Aug 2024 | 1 |
-1.73% | Jul 2021 | Aug 2021 | 1 |
-1.52% | Jun 2017 | Jul 2017 | 1 |
-1.34% | Sep 2020 | Nov 2020 | 2 |
-1.21% | Mar 2021 | Apr 2021 | 1 |
-1.07% | Sep 2017 | Oct 2017 | 1 |
-1.06% | Jul 2025 | Aug 2025 | 1 |
-0.97% | May 2021 | Jun 2021 | 1 |
-0.68% | Oct 2024 | Nov 2024 | 1 |
-0.52% | Nov 2025 | - | 2 |
-0.29% | Sep 2025 | Oct 2025 | 1 |