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+1.47%
This Month
-10.52%
Year To Date
-9.12%
2 Years
-2.22%
5 Years
+82.99%
10 Years
+7.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💼 Commercial Services31.16%
- 🖥️ Technology Services27.19%
- 💰 Finance19.64%
- 🪙 Cryptocurrencies15.61%
- 🛍️ Retail Trade5.12%
- 💵 Cash1.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.95%
- 🇺🇸 Nasdaq38.57%
- 🌍 Digital Currency15.61%
- 🇳🇱 Euronext Amsterdam1.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.38%
- 🇧🇷 Brazil3.31%
- 🇺🇾 Uruguay2.93%
- 🇸🇬 Singapore2.19%
- 🇳🇱 Netherlands1.59%
- 🇰🇾 Cayman Islands1.48%
- 🇬🇧 United Kingdom1.23%
Dividends
Dividend Yield
0.49%
9 out of 38 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WU (13.66%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AXP | Pay Day | Nov 10, 2026 | $0.95 |
 V | Ex-Dividend | Nov 11, 2026 | $0.67 |
 PRGS | Ex-Dividend | Dec 2, 2026 | $0.18 |
 PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
 JKHY | Ex-Dividend | Dec 4, 2026 | $0.61 |
 FIS.US | Ex-Dividend | Dec 11, 2026 | $0.44 |
 GPN | Ex-Dividend | Dec 11, 2026 | $0.25 |
 WU | Ex-Dividend | Dec 16, 2026 | $0.23 |
 PAGS | Ex-Dividend | Dec 16, 2026 | $0.00 |
AXP | Ex-Dividend | Jan 9, 2027 | $0.95 |
 MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
Performance Metrics
Score 3.3/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-5.64
-5.64
-6
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-5.64
-5.64
-6
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.85
High:
CHYM
160.09CHYMLow:
CRCL
-117.37CRCLDetails
PEG Ratio
1.16
High:
EEFT
7EEFTLow:FIS.US
0FIS.USDetails
Price/Book
9.58
High:MA
84.38MALow:PAGS
0.72PAGSDetails
Price/Sales
4.97
High:V
17.33VLow:
BLSH
0.02BLSHDetails
Price/CF
19.79
High:BLSH
68.48BLSHLow:
STNE
2.82STNEDetails
Price/FCF
26.5
High:BLSH
78.59BLSHLow:PRGS
6.03PRGSDetails
P/E Ratio
32.85
High:CHYM
160.09CHYMLow:CRCL
-117.37CRCLDetails
PEG Ratio
1.16
High:EEFT
7EEFTLow:FIS.US
0FIS.USDetails
Price/Book
9.58
High:MA
84.38MALow:PAGS
0.72PAGSDetails
Price/Sales
4.97
High:V
17.33VLow:BLSH
0.02BLSHDetails
Price/CF
19.79
High:BLSH
68.48BLSHLow:STNE
2.82STNEDetails
Price/FCF
26.5
High:BLSH
78.59BLSHLow:PRGS
6.03PRGSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.19% | May 2021 | - | 67 |
-27.53% | Feb 2020 | Jul 2020 | 5 |
-24.48% | Oct 2018 | Jan 2020 | 15 |
-5.86% | Sep 2020 | Nov 2020 | 2 |