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+1.2%
This Month
+12.47%
Year To Date
+65.28%
2 Years
+109.25%
5 Years
+87.46%
10 Years
+10.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash22.55%
- 🪙 Cryptocurrencies22.2%
- 🖥️ Technology Services13.25%
- 📊 ETFs12.77%
- 💇♀️ Consumer Services5.99%
- 💻 Electronic Technology4.63%
- 🍞 Consumer Non Durables2.86%
- 💰 Finance2.42%
- 💼 Commercial Services1.96%
- 🧬 Health Technology1.91%
- 🚚 Transportation1.81%
- 🚗 Consumer Durables1.74%
- 🛍️ Retail Trade1.56%
- ⛏️ Energy Minerals1.13%
- 🛠️ Producer Manufacturing0.4%
- 🏭 Industrial Services0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.27%
- 🌍 Digital Currency22.2%
- 🇺🇸 Nasdaq20.75%
- 🇫🇷 Euronext Paris1.12%
- 🇪🇸 Bolsa De Madrid0.75%
- 🇭🇰 Hong Kong Exchanges0.56%
- 🇬🇧 LSE0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.18%
- 🇨🇦 Canada5.22%
- 🇮🇱 Israel2.93%
- 🇫🇷 France1.12%
- 🇹🇼 Taiwan1.09%
- 🇲🇽 Mexico0.75%
- 🇪🇸 Spain0.75%
- 🇦🇷 Argentina0.65%
- 🇨🇳 China0.56%
- 🇺🇾 Uruguay0.43%
- 🇬🇧 United Kingdom0.27%
Dividends
Dividend Yield
0.21%
15 out of 54 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $QSR (3.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QSR | 0.06% | 3.54% | $2.26 |
 KO | 0.05% | 2.96% | $1.89 |
 GAP | 0.02% | 2.46% | $0.6 |
 EL.PA | 0.02% | 1.39% | $3.95 |
 BN.US | 0.01% | 0.51% | $0.3 |
 TSM | 0.01% | 0.88% | $1.74 |
 PHM.MC | 0.01% | 1.06% | $0.65 |
 AAPL | 0.01% | 0.37% | $0.97 |
 GOOGL | 0.01% | 0.27% | $0.2 |
 IAG.L | 0.01% | 2.15% | - |
 SUPV.US | 0% | 1.75% | $0.15 |
 DIS | 0% | 0.9% | $0.75 |
 VG | 0% | 1.1% | - |
 EXPE | 0% | 0.57% | - |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 5.7/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
3.59
3.59
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
3.59
3.59
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.1
High:
PLTR
439.45PLTRLow:
CRWD
-411.22CRWDDetails
PEG Ratio
217.63
High:
EL.PA
1,908.06EL.PALow:
QS
-102.28QSDetails
Price/Book
13.8
High:PLTR
67.95PLTRLow:
IRBT
-6.2IRBTDetails
Price/Sales
9.29
High:
SPCE
127.71SPCELow:QS
-QSDetails
Price/CF
27.22
High:PLTR
258.05PLTRLow:
YPF
2.23YPFDetails
Price/FCF
52.47
High:
VIST
1,621.11VISTLow:
CROX
6.3CROXDetails
P/E Ratio
37.1
High:PLTR
439.45PLTRLow:CRWD
-411.22CRWDDetails
PEG Ratio
217.63
High:EL.PA
1,908.06EL.PALow:QS
-102.28QSDetails
Price/Book
13.8
High:PLTR
67.95PLTRLow:IRBT
-6.2IRBTDetails
Price/Sales
9.29
High:SPCE
127.71SPCELow:QS
-QSDetails
Price/CF
27.22
High:PLTR
258.05PLTRLow:YPF
2.23YPFDetails
Price/FCF
52.47
High:VIST
1,621.11VISTLow:CROX
6.3CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.58% | Nov 2021 | Oct 2024 | 35 |
-18.62% | May 2020 | Feb 2021 | 9 |
-17.7% | Feb 2025 | Jun 2025 | 4 |
-11% | May 2021 | Aug 2021 | 3 |
-3.84% | Nov 2025 | - | 2 |
-2.93% | Sep 2021 | Oct 2021 | 1 |
-0.87% | Dec 2024 | Jan 2025 | 1 |
-0.85% | Aug 2025 | Sep 2025 | 1 |