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+0.25%
This Month
+25.51%
Year To Date
+45.68%
2 Years
+37.93%
5 Years
+257.32%
10 Years
+4.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.77%
- 🧬 Health Technology13.02%
- 📊 ETFs10.83%
- 🛍️ Retail Trade8.49%
- 💻 Electronic Technology7.73%
- 💰 Finance5.59%
- 🪙 Cryptocurrencies4.65%
- 📡 Communications4.45%
- 💵 Cash3.8%
- 🍞 Consumer Non Durables3.23%
- 🛠️ Producer Manufacturing2.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.7%
- 🇺🇸 NYSE14.99%
- 🌍 Digital Currency4.65%
- 🇮🇹 Borsa Italiana4.45%
- 🇳🇱 Euronext Amsterdam3.23%
- 🇸🇪 Stockholm Stock Exchange2.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.27%
- 🇧🇷 Brazil5.59%
- 🇮🇹 Italy4.45%
- 🇳🇱 Netherlands3.23%
- 🇸🇪 Sweden2.72%
Dividends
Dividend Yield
1%
8 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ITUB (10.06%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 5.3/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
0.59
0.59
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
0.59
0.59
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.02
High:
INTC
3,906.6INTCLow:
TIT.MI
-384.92TIT.MIDetails
PEG Ratio
270.06
High:INTC
3,891.92INTCLow:TIT.MI
-398.23TIT.MIDetails
Price/Book
10.11
High:
AAPL
55.86AAPLLow:
GOSS
-9.36GOSSDetails
Price/Sales
8.24
High:GOSS
17.23GOSSLow:TIT.MI
0.77TIT.MIDetails
Price/CF
21.57
High:AAPL
34.06AAPLLow:
ITUB
3.83ITUBDetails
Price/FCF
56.27
High:
AMZN
225.5AMZNLow:ITUB
5.12ITUBDetails
P/E Ratio
33.02
High:INTC
3,906.6INTCLow:TIT.MI
-384.92TIT.MIDetails
PEG Ratio
270.06
High:INTC
3,891.92INTCLow:TIT.MI
-398.23TIT.MIDetails
Price/Book
10.11
High:AAPL
55.86AAPLLow:GOSS
-9.36GOSSDetails
Price/Sales
8.24
High:GOSS
17.23GOSSLow:TIT.MI
0.77TIT.MIDetails
Price/CF
21.57
High:AAPL
34.06AAPLLow:ITUB
3.83ITUBDetails
Price/FCF
56.27
High:AMZN
225.5AMZNLow:ITUB
5.12ITUBDetails
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 |
-2.37% | Dec 2024 | Jan 2025 | 1 |
-0.07% | Jan 2021 | Feb 2021 | 1 |