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+1.1%
Today
-1.33%
This Month
-23.31%
Year To Date
+22.4%
2 Years
+37.82%
5 Years
+13.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.62%
- 🪙 Cryptocurrencies25.36%
- 💵 Cash11.09%
- 🖥️ Technology Services5.32%
- 💻 Electronic Technology5.11%
- 🍞 Consumer Non Durables3.17%
- 🛍️ Retail Trade3.05%
- 🪨 Non Energy Minerals2.43%
- 🚗 Consumer Durables2.04%
- 💇♀️ Consumer Services1.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.94%
- 🌍 Digital Currency25.36%
- 🇺🇸 Nasdaq19.67%
- 🇬🇧 LSE7.49%
- 🇺🇸 Chicago Board Options Exchange3.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.37%
- 🇨🇦 Canada2.43%
- 🇺🇾 Uruguay0.88%
Dividends
Dividend Yield
0.49%
20 out of 43 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PEP (3.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VBR | 0.08% | 2.27% | - |
 VOO | 0.05% | 1.36% | - |
 MDLZ | 0.05% | 2.73% | $1.7 |
 GOLD.BARRICK | 0.05% | 1.91% | $0.4 |
 VT.US | 0.03% | 1.95% | - |
 GDX | 0.03% | 0.88% | - |
 QUAL | 0.03% | 1.07% | - |
 KO | 0.02% | 2.69% | $1.89 |
 VIG | 0.02% | 1.83% | - |
 PEP | 0.02% | 3.79% | $5.15 |
 MCD | 0.02% | 2.21% | $6.53 |
 AAPL | 0.02% | 0.51% | $0.97 |
 GOOG | 0.02% | 0.52% | $0.2 |
 VTI | 0.01% | 1.36% | - |
 QQQ | 0.01% | 0.64% | - |
 DIS | 0.01% | 1.18% | $0.75 |
 MSFT | 0.01% | 0.88% | $3 |
 MTUM | 0.01% | 0.95% | - |
 VGT | 0.01% | 0.59% | - |
 NVDA | 0% | 0.04% | $0.02 |
Performance Metrics
Score 4/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.06
-1.06
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.06
-1.06
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.18
High:
TSLA
118.42TSLALow:
MARA
9.23MARADetails
PEG Ratio
67.36
High:
PEP
356.23PEPLow:
NVDA
23.61NVDADetails
Price/Book
10.38
High:
AAPL
44.38AAPLLow:
MCD
-58.64MCDDetails
Price/Sales
5.88
High:NVDA
19.21NVDALow:
DIS
1.67DISDetails
Price/CF
26.86
High:TSLA
95.18TSLALow:
GOLD.BARRICK
5.9GOLD.BARRICKDetails
Price/FCF
50.75
High:PEP
5,253.35PEPLow:
MELI
16.1MELIDetails
P/E Ratio
28.18
High:TSLA
118.42TSLALow:MARA
9.23MARADetails
PEG Ratio
67.36
High:PEP
356.23PEPLow:NVDA
23.61NVDADetails
Price/Book
10.38
High:AAPL
44.38AAPLLow:MCD
-58.64MCDDetails
Price/Sales
5.88
High:NVDA
19.21NVDALow:DIS
1.67DISDetails
Price/CF
26.86
High:TSLA
95.18TSLALow:GOLD.BARRICK
5.9GOLD.BARRICKDetails
Price/FCF
50.75
High:PEP
5,253.35PEPLow:MELI
16.1MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.75% | Dec 2024 | - | 5 |
-11.97% | Apr 2024 | Nov 2024 | 7 |
-10.68% | Aug 2023 | Nov 2023 | 3 |
-6.56% | Aug 2022 | Jan 2023 | 5 |
-3.69% | Jan 2024 | Feb 2024 | 1 |
-1.81% | Apr 2023 | Jun 2023 | 2 |
-1.76% | Feb 2023 | Mar 2023 | 1 |