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+0.39%
Today
-0.65%
This Month
-11.82%
Year To Date
+48.68%
2 Years
+174.1%
5 Years
+33.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.98%
- 🪙 Cryptocurrencies21.24%
- 💇♀️ Consumer Services16.44%
- 🛍️ Retail Trade9.79%
- 🍞 Consumer Non Durables4.96%
- 💰 Finance2.77%
- 💼 Commercial Services2.73%
- 🚗 Consumer Durables1.82%
- 📊 ETFs1.56%
- 🖥️ Technology Services1.21%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency21.24%
- 🇺🇸 Nasdaq21.06%
- 🇺🇸 NYSE11.53%
- 🇨🇭 SIX4.96%
- 🇭🇰 Hong Kong Exchanges3.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.45%
- 🇨🇭 Switzerland4.96%
- 🇨🇳 China4.25%
- 🇺🇾 Uruguay4.1%
- 🇨🇦 Canada1.95%
Dividends
Dividend Yield
0.59%
8 out of 24 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BNS (6.03%)
Performance Metrics
Score 8.4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.15
2.15
0
1
2
3
3
Jensen's Alpha
21.34
21.34
-2
0
2
22
22
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
2.39
2.39
0
0.75
1.25
3
3
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.15
2.15
0
1
2
3
3
Jensen's Alpha
21.34
21.34
-2
0
2
22
22
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
2.39
2.39
0
0.75
1.25
3
3
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.84
High:
TSLA
142.71TSLALow:
XYZ
12.64XYZDetails
PEG Ratio
75.65
High:
PYPL
363.77PYPLLow:XYZ
0.03XYZDetails
Price/Book
4.86
High:
MELI
25.69MELILow:
SBUX
-12.75SBUXDetails
Price/Sales
2.99
High:TSLA
9.55TSLALow:
BNS
1.12BNSDetails
Price/CF
16.68
High:TSLA
54.2TSLALow:BNS
6.98BNSDetails
Price/FCF
41.76
High:SBUX
374.53SBUXLow:
EXPE
10.86EXPEDetails
P/E Ratio
29.84
High:TSLA
142.71TSLALow:XYZ
12.64XYZDetails
PEG Ratio
75.65
High:PYPL
363.77PYPLLow:XYZ
0.03XYZDetails
Price/Book
4.86
High:MELI
25.69MELILow:SBUX
-12.75SBUXDetails
Price/Sales
2.99
High:TSLA
9.55TSLALow:BNS
1.12BNSDetails
Price/CF
16.68
High:TSLA
54.2TSLALow:BNS
6.98BNSDetails
Price/FCF
41.76
High:SBUX
374.53SBUXLow:EXPE
10.86EXPEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.69% | Nov 2021 | Mar 2024 | 28 |
-24.45% | Feb 2020 | Jun 2020 | 4 |
-16.69% | Apr 2024 | Nov 2024 | 7 |
-16.52% | Feb 2025 | - | 3 |
-9.64% | Sep 2018 | Apr 2019 | 7 |
-8.95% | Mar 2018 | Jun 2018 | 3 |
-7.44% | Sep 2017 | Nov 2017 | 2 |
-5.37% | May 2019 | Jun 2019 | 1 |
-5.35% | Nov 2019 | Dec 2019 | 1 |
-4.92% | Sep 2020 | Nov 2020 | 2 |
-4.35% | Aug 2019 | Oct 2019 | 2 |
-4.32% | Jun 2017 | Aug 2017 | 2 |
-0.87% | Sep 2021 | Oct 2021 | 1 |
-0.76% | Jun 2021 | Jul 2021 | 1 |