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-1.61%
This Month
-7.95%
Year To Date
-62.81%
2 Years
-73.79%
5 Years
-77.14%
10 Years
-21.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.87%
- 🛍️ Retail Trade16.17%
- 🍞 Consumer Non Durables11.4%
- 🧬 Health Technology11.27%
- 💻 Electronic Technology9.37%
- 🏥 Health Services8.49%
- 💰 Finance8.12%
- 🖥️ Technology Services7.14%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.44%
- 🇺🇸 NYSE29.52%
- 🌍 Digital Currency27.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.79%
- 🇺🇾 Uruguay16.17%
Dividends
Dividend Yield
1%
6 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MDLZ (3.38%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.1/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-26.31
-26.31
-27
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.45
-0.45
-1
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-26.31
-26.31
-27
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.45
-0.45
-1
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.69
High:
ABBV
100.02ABBVLow:
IONQ
-15.57IONQDetails
PEG Ratio
455.86
High:
MELI
997.84MELILow:
ACHR
-22.06ACHRDetails
Price/Book
11.52
High:
MA
60.42MALow:ABBV
-127.69ABBVDetails
Price/Sales
6.38
High:ACHR
16,098.64ACHRLow:
UNH
0.59UNHDetails
Price/CF
26.7
High:
NVDA
44.64NVDALow:MELI
11.2MELIDetails
Price/FCF
52.79
High:
MDLZ
92.98MDLZLow:MELI
12.83MELIDetails
P/E Ratio
31.69
High:ABBV
100.02ABBVLow:IONQ
-15.57IONQDetails
PEG Ratio
455.86
High:MELI
997.84MELILow:ACHR
-22.06ACHRDetails
Price/Book
11.52
High:MA
60.42MALow:ABBV
-127.69ABBVDetails
Price/Sales
6.38
High:ACHR
16,098.64ACHRLow:UNH
0.59UNHDetails
Price/CF
26.7
High:NVDA
44.64NVDALow:MELI
11.2MELIDetails
Price/FCF
52.79
High:MDLZ
92.98MDLZLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.98% | Nov 2021 | - | 53 |
-58.79% | Feb 2020 | Apr 2021 | 14 |
-5.19% | Sep 2021 | Oct 2021 | 1 |
-4.4% | Jul 2021 | Aug 2021 | 1 |