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+2.17%
This Month
-6.54%
Year To Date
+29.52%
2 Years
+68.82%
5 Years
+68.82%
10 Years
+23.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services50.04%
- 🚗 Consumer Durables14.12%
- 💰 Finance9.92%
- 💼 Commercial Services9.69%
- 🛍️ Retail Trade8.59%
- 🧬 Health Technology4.16%
- 💻 Electronic Technology2.66%
- 💵 Cash0.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.85%
- 🇺🇸 NYSE40.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.92%
- 🇺🇾 Uruguay8.59%
- 🇨🇳 China5.51%
- 🇩🇰 Denmark4.16%
Dividends
Dividend Yield
0.65%
9 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
3.53
3.53
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
2
2
0
0.3
0.6
2
2
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
3.53
3.53
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
2
2
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.47
High:
DDOG
399.49DDOGLow:
TEM.US
-36.45TEM.USDetails
PEG Ratio
272.42
High:
MELI
997.84MELILow:TEM.US
-51.81TEM.USDetails
Price/Book
8.92
High:
AAPL
43.77AAPLLow:
FICO
-19.24FICODetails
Price/Sales
8.37
High:
NVDA
20.71NVDALow:
LEN
0.79LENDetails
Price/CF
19.69
High:LEN
66.49LENLow:MELI
11.2MELIDetails
Price/FCF
43.61
High:
BLK
440.38BLKLow:MELI
12.83MELIDetails
P/E Ratio
29.47
High:DDOG
399.49DDOGLow:TEM.US
-36.45TEM.USDetails
PEG Ratio
272.42
High:MELI
997.84MELILow:TEM.US
-51.81TEM.USDetails
Price/Book
8.92
High:AAPL
43.77AAPLLow:FICO
-19.24FICODetails
Price/Sales
8.37
High:NVDA
20.71NVDALow:LEN
0.79LENDetails
Price/CF
19.69
High:LEN
66.49LENLow:MELI
11.2MELIDetails
Price/FCF
43.61
High:BLK
440.38BLKLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.37% | Dec 2025 | - | 4 |
-9.31% | Mar 2025 | Jun 2025 | 3 |
-4.25% | Mar 2024 | Jun 2024 | 3 |
-2.42% | Oct 2024 | Nov 2024 | 1 |
-2.3% | Sep 2023 | Nov 2023 | 2 |
-1.84% | Dec 2024 | Jan 2025 | 1 |
-0.7% | Jul 2025 | Aug 2025 | 1 |