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-2.62%
This Month
-2.62%
Year To Date
+58.36%
2 Years
+68.12%
5 Years
+77.16%
10 Years
+9.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies20.96%
- 🖥️ Technology Services19.28%
- 📊 ETFs14.5%
- 🍞 Consumer Non Durables6.69%
- 💻 Electronic Technology6.64%
- 💵 Cash6.28%
- 💇♀️ Consumer Services5.68%
- 💰 Finance3.98%
- ⛏️ Energy Minerals3.36%
- 🛍️ Retail Trade2.57%
- 🧬 Health Technology1.84%
- 🚚 Transportation1.72%
- 💼 Commercial Services1.71%
- 🏥 Health Services1.37%
- 🚗 Consumer Durables1.13%
- 🪨 Non Energy Minerals0.68%
- 🏭 Industrial Services0.4%
- 🛠️ Producer Manufacturing0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.14%
- 🇺🇸 Nasdaq29.1%
- 🌍 Digital Currency20.96%
- 🇸🇦 Tadawul2.07%
- 🇫🇷 Euronext Paris1.02%
- 🇪🇸 Bolsa De Madrid0.76%
- 🇭🇰 Hong Kong Exchanges0.47%
- 🇬🇧 LSE0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.66%
- 🇨🇦 Canada4.9%
- 🇮🇱 Israel3.25%
- 🇹🇼 Taiwan2.18%
- 🇸🇦 Saudi Arabia2.07%
- 🇫🇷 France1.02%
- 🇲🇽 Mexico0.88%
- 🇪🇸 Spain0.76%
- 🇦🇷 Argentina0.72%
- 🇻🇬 Virgin Islands, British0.68%
- 🇺🇾 Uruguay0.48%
- 🇨🇳 China0.47%
- 🇬🇧 United Kingdom0.28%
Dividends
Dividend Yield
0.34%
19 out of 63 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QSR (3.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QSR | 0.06% | 3.68% | $2.26 |
 KO | 0.05% | 2.8% | $1.89 |
 NKE | 0.04% | 2.59% | $1.45 |
 GAP | 0.04% | 2.45% | $0.6 |
 UNH | 0.04% | 2.98% | $7.74 |
 TSM | 0.02% | 0.79% | $1.74 |
 EL.PA | 0.02% | 1.54% | $3.95 |
 MSFT | 0.01% | 0.78% | $3 |
 BN.US | 0.01% | 0.51% | $0.3 |
 GOOGL | 0.01% | 0.24% | $0.2 |
 PHM.MC | 0.01% | 1.02% | $0.65 |
 AAPL | 0.01% | 0.4% | $0.97 |
 DIS | 0.01% | 1.39% | $0.75 |
 IAG.L | 0.01% | 2.07% | - |
 META | 0.01% | 0.29% | $1 |
 SUPV.US | 0% | 1.52% | $0.15 |
 VG | 0% | 0.7% | - |
 EXPE | 0% | 0.6% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
3.14
3.14
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
3.14
3.14
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.23
High:
PLTR
367.98PLTRLow:
CRWD
-371.37CRWDDetails
PEG Ratio
185.56
High:EL.PA
1,696.01EL.PALow:
QS
-81.46QSDetails
Price/Book
12.55
High:PLTR
56.9PLTRLow:
IRBTQ
-0.06IRBTQDetails
Price/Sales
9.24
High:
SPCE
108.09SPCELow:
CRML
-CRMLDetails
Price/CF
25.96
High:PLTR
258.05PLTRLow:
YPF
2.23YPFDetails
Price/FCF
54.79
High:
VIST
1,621.11VISTLow:
CROX
6.3CROXDetails
P/E Ratio
36.23
High:PLTR
367.98PLTRLow:CRWD
-371.37CRWDDetails
PEG Ratio
185.56
High:EL.PA
1,696.01EL.PALow:QS
-81.46QSDetails
Price/Book
12.55
High:PLTR
56.9PLTRLow:IRBTQ
-0.06IRBTQDetails
Price/Sales
9.24
High:SPCE
108.09SPCELow:CRML
-CRMLDetails
Price/CF
25.96
High:PLTR
258.05PLTRLow:YPF
2.23YPFDetails
Price/FCF
54.79
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 |
-8.04% | Nov 2025 | - | 3 |
-2.93% | Sep 2021 | Oct 2021 | 1 |
-0.87% | Dec 2024 | Jan 2025 | 1 |
-0.85% | Aug 2025 | Sep 2025 | 1 |