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-1.61%
This Month
-1.61%
Year To Date
+53.75%
2 Years
+44.89%
5 Years
+78.22%
10 Years
+11.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services72.75%
- 💵 Cash10.42%
- 🛍️ Retail Trade9.07%
- 🪙 Cryptocurrencies7.74%
- 📊 ETFs1.77%
- 🚚 Transportation1.1%
- 🍞 Consumer Non Durables0.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq82.88%
- 🌍 Digital Currency7.74%
- 🇺🇸 NYSE1.77%
- 🇵🇹 Euronext Lisbon0.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.77%
- 🇺🇾 Uruguay1.8%
- 🇵🇹 Portugal0.78%
- 🇸🇬 Singapore0.32%
Dividends
Dividend Yield
0.27%
4 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CTT.LS (2.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-1.9
-1.9
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
-1.9
-1.9
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.1
High:
GRAB
149.83GRABLow:
CTT.LS
18.21CTT.LSDetails
PEG Ratio
193.37
High:
META
433.38METALow:
AMZN
64.36AMZNDetails
Price/Book
9.28
High:
MELI
16.59MELILow:GRAB
2.85GRABDetails
Price/Sales
8.83
High:
MSFT
11.55MSFTLow:CTT.LS
0.78CTT.LSDetails
Price/CF
19.7
High:GRAB
60.72GRABLow:CTT.LS
7.37CTT.LSDetails
Price/FCF
51.67
High:AMZN
225.5AMZNLow:CTT.LS
11.31CTT.LSDetails
P/E Ratio
31.1
High:GRAB
149.83GRABLow:CTT.LS
18.21CTT.LSDetails
PEG Ratio
193.37
High:META
433.38METALow:AMZN
64.36AMZNDetails
Price/Book
9.28
High:MELI
16.59MELILow:GRAB
2.85GRABDetails
Price/Sales
8.83
High:MSFT
11.55MSFTLow:CTT.LS
0.78CTT.LSDetails
Price/CF
19.7
High:GRAB
60.72GRABLow:CTT.LS
7.37CTT.LSDetails
Price/FCF
51.67
High:AMZN
225.5AMZNLow:CTT.LS
11.31CTT.LSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.52% | May 2021 | Sep 2024 | 40 |
-12.51% | Feb 2025 | Jul 2025 | 5 |
-3.58% | Sep 2020 | Nov 2020 | 2 |
-2.61% | Dec 2025 | - | 2 |
-1.66% | Dec 2020 | Jan 2021 | 1 |