Loading...
-1.35%
This Month
-2.86%
Year To Date
+23.42%
2 Years
+23.54%
5 Years
+247.38%
10 Years
+4.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services43.51%
- 🛍️ Retail Trade15.44%
- 📊 ETFs11.85%
- 💻 Electronic Technology7.78%
- 💵 Cash7.67%
- 💰 Finance6.76%
- 🪙 Cryptocurrencies3.83%
- 🧬 Health Technology3.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.07%
- 🇺🇸 NYSE14.08%
- 🌍 Digital Currency3.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.54%
- 🇧🇷 Brazil6.76%
Dividends
Dividend Yield
0.41%
6 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VTRS (3.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
0.39
0.39
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
0.39
0.39
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.5
High:
AAPL
33.21AAPLLow:
INTC
-556.53INTCDetails
PEG Ratio
76.25
High:
ITUB
168.1ITUBLow:INTC
-566.72INTCDetails
Price/Book
8.12
High:AAPL
43.77AAPLLow:
VTRS
1.15VTRSDetails
Price/Sales
6.69
High:
MSFT
9.9MSFTLow:VTRS
1.19VTRSDetails
Price/CF
20.54
High:AAPL
29.89AAPLLow:ITUB
3.92ITUBDetails
Price/FCF
62.94
High:
AMZN
325.85AMZNLow:ITUB
6.27ITUBDetails
P/E Ratio
28.5
High:AAPL
33.21AAPLLow:INTC
-556.53INTCDetails
PEG Ratio
76.25
High:ITUB
168.1ITUBLow:INTC
-566.72INTCDetails
Price/Book
8.12
High:AAPL
43.77AAPLLow:VTRS
1.15VTRSDetails
Price/Sales
6.69
High:MSFT
9.9MSFTLow:VTRS
1.19VTRSDetails
Price/CF
20.54
High:AAPL
29.89AAPLLow:ITUB
3.92ITUBDetails
Price/FCF
62.94
High:AMZN
325.85AMZNLow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.12% | Jul 2014 | Aug 2020 | 73 |
-38.1% | Nov 2021 | Nov 2024 | 36 |
-12.26% | May 2014 | Jun 2014 | 1 |
-8.33% | May 2021 | Oct 2021 | 5 |
-5.95% | Sep 2020 | Nov 2020 | 2 |
-4.95% | Feb 2025 | Jun 2025 | 4 |
-4.49% | Feb 2026 | - | 2 |
-2.37% | Dec 2024 | Jan 2025 | 1 |
-0.85% | Dec 2025 | Jan 2026 | 1 |
-0.07% | Jan 2021 | Feb 2021 | 1 |