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0%
This Month
0%
Year To Date
+148.5%
2 Years
+105.14%
5 Years
+340.28%
10 Years
+32.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.22%
- 🛍️ Retail Trade18.7%
- 🪙 Cryptocurrencies14.95%
- 💰 Finance11.29%
- 🏥 Health Services8.64%
- 💻 Electronic Technology6.72%
- 🚚 Transportation5.67%
- 💵 Cash2.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.32%
- 🇺🇸 NYSE24.93%
- 🌍 Digital Currency14.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.6%
- 🇺🇾 Uruguay7.66%
Dividends
Dividend Yield
0.11%
4 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
22.87
22.87
-2
0
2
23
23
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.23
2.23
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
22.87
22.87
-2
0
2
23
23
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.23
2.23
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.78
High:
HIMS
60.03HIMSLow:
RBRK
-39.06RBRKDetails
PEG Ratio
129.22
High:
META
473.65METALow:
LMND
-137.31LMNDDetails
Price/Book
10.31
High:
NVDA
38.12NVDALow:RBRK
-29.19RBRKDetails
Price/Sales
8.08
High:
MSTR
100.9MSTRLow:
UBER
3.5UBERDetails
Price/CF
23.31
High:MSTR
7,511.07MSTRLow:
MELI
15.37MELIDetails
Price/FCF
63.12
High:MSTR
1,187.5MSTRLow:MELI
17.91MELIDetails
P/E Ratio
33.78
High:HIMS
60.03HIMSLow:RBRK
-39.06RBRKDetails
PEG Ratio
129.22
High:META
473.65METALow:LMND
-137.31LMNDDetails
Price/Book
10.31
High:NVDA
38.12NVDALow:RBRK
-29.19RBRKDetails
Price/Sales
8.08
High:MSTR
100.9MSTRLow:UBER
3.5UBERDetails
Price/CF
23.31
High:MSTR
7,511.07MSTRLow:MELI
15.37MELIDetails
Price/FCF
63.12
High:MSTR
1,187.5MSTRLow:MELI
17.91MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-66.67% | Nov 2021 | Mar 2024 | 28 |
-36.26% | May 2021 | Oct 2021 | 5 |
-18.31% | Feb 2025 | May 2025 | 3 |
-15.9% | Apr 2024 | Nov 2024 | 7 |
-8.25% | Nov 2025 | - | 2 |
-4.77% | Sep 2020 | Nov 2020 | 2 |
-3.02% | Dec 2024 | Jan 2025 | 1 |
-0.15% | Aug 2025 | Sep 2025 | 1 |
-0.08% | Feb 2021 | Mar 2021 | 1 |