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-4.03%
This Month
-5.41%
Year To Date
+13.2%
2 Years
+13.63%
5 Years
+13.63%
10 Years
+4.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.85%
- 💰 Finance23.97%
- 🧩 Miscellaneous19.61%
- 🛍️ Retail Trade18.25%
- 💻 Electronic Technology11.83%
- 💵 Cash0.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.6%
- 🇺🇸 NYSE46.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.14%
- 🇧🇷 Brazil9.46%
- 🇺🇾 Uruguay6.3%
Dividends
Dividend Yield
0.44%
5 out of 9 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $HD (3%)
Performance Metrics
Score 2.8/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-10.46
-10.46
-11
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-1.37
-1.37
-2
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-10.46
-10.46
-11
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-1.37
-1.37
-2
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.46
High:
MELI
43.17MELILow:
BRK.B
14.25BRK.BDetails
PEG Ratio
198.99
High:
META
376.16METALow:
NU
39.49NUDetails
Price/Book
6.24
High:
AAPL
42.87AAPLLow:BRK.B
1.42BRK.BDetails
Price/Sales
5.96
High:AAPL
10.15AAPLLow:
HD
1.85HDDetails
Price/CF
17.41
High:AAPL
26.13AAPLLow:NU
8.55NUDetails
Price/FCF
41.22
High:
AMZN
325.85AMZNLow:NU
8.56NUDetails
P/E Ratio
26.46
High:MELI
43.17MELILow:BRK.B
14.25BRK.BDetails
PEG Ratio
198.99
High:META
376.16METALow:NU
39.49NUDetails
Price/Book
6.24
High:AAPL
42.87AAPLLow:BRK.B
1.42BRK.BDetails
Price/Sales
5.96
High:AAPL
10.15AAPLLow:HD
1.85HDDetails
Price/CF
17.41
High:AAPL
26.13AAPLLow:NU
8.55NUDetails
Price/FCF
41.22
High:AMZN
325.85AMZNLow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.93% | Feb 2026 | - | 5 |
-9.17% | Feb 2025 | Jun 2025 | 4 |
-6.8% | Mar 2024 | Jun 2024 | 3 |
-4.02% | Oct 2024 | Jan 2025 | 3 |
-2.38% | Oct 2025 | Jan 2026 | 3 |
-0.52% | Jul 2024 | Aug 2024 | 1 |
-0.41% | Jul 2025 | Aug 2025 | 1 |