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-0.35%
This Month
+2.31%
Year To Date
+32.98%
2 Years
+17.98%
5 Years
+215%
10 Years
+17.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies29.85%
- 💰 Finance11.57%
- 🍞 Consumer Non Durables8.56%
- 💻 Electronic Technology7.89%
- 📊 ETFs7.8%
- 🪨 Non Energy Minerals6.23%
- 🛍️ Retail Trade5.6%
- 🖥️ Technology Services5.38%
- 💇♀️ Consumer Services4.38%
- 🧬 Health Technology3.2%
- ⛏️ Energy Minerals2.34%
- 🧩 Miscellaneous1.79%
- 🏥 Health Services1.51%
- 🚚 Transportation1.41%
- 💼 Commercial Services0.85%
- 📡 Communications0.84%
- 🛠️ Producer Manufacturing0.72%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.26%
- 🌍 Digital Currency29.85%
- 🇺🇸 Nasdaq20.35%
- 🇮🇹 Borsa Italiana2.83%
- 🇺🇸 Chicago Board Options Exchange1.88%
- 🇭🇰 Hong Kong Exchanges1.09%
- 🇨🇭 SIX0.65%
- 🇳🇴 Oslo Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.23%
- 🇧🇷 Brazil5.38%
- 🇨🇳 China4.61%
- 🇬🇧 United Kingdom2.89%
- 🇱🇺 Luxembourg2.83%
- 🇨🇦 Canada2.76%
- 🇮🇱 Israel1.33%
- 🇲🇽 Mexico1.22%
- 🇦🇷 Argentina0.98%
- 🇨🇭 Switzerland0.92%
- 🇫🇮 Finland0.7%
- 🇰🇿 Kazakhstan0.62%
- 🇳🇴 Norway0.03%
Dividends
Dividend Yield
1.02%
43 out of 96 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TEN.MI | 0.11% | 3.97% | $0.55 |
 ARE | 0.09% | 6.83% | $5.02 |
 NKE | 0.08% | 4.38% | $1.45 |
 B | 0.06% | 2.26% | $0.4 |
 DEO | 0.06% | 2.06% | $3.99 |
 STZ | 0.06% | 3.12% | $3.68 |
 MRK | 0.05% | 2.28% | $3.04 |
 BBD | 0.05% | 2.59% | $0.06 |
 VALE | 0.05% | 7.35% | $1.33 |
 PFE | 0.05% | 5.77% | $1.66 |
 UNH | 0.03% | 2.17% | $7.74 |
 T.US | 0.03% | 5.05% | $1.11 |
 KO | 0.03% | 2.26% | $1.89 |
 NESN.ZU | 0.02% | 3.72% | $3 |
 KSPI | 0.02% | 3.8% | - |
 BABA | 0.02% | 0.99% | $0.98 |
 DIS | 0.02% | 1.35% | $0.75 |
 QSR | 0.02% | 3.45% | $2.26 |
 CSCO | 0.02% | 1.56% | $1.58 |
 WMT | 0.01% | 0.84% | $0.81 |
 SBUX | 0.01% | 2.52% | $2.24 |
 CCL | 0.01% | 1.66% | - |
 JD.US | 0.01% | 3.81% | $0.74 |
 NOK | 0.01% | 1.3% | $0.1 |
 IBM | 0.01% | 2.75% | $6.65 |
 MSFT | 0.01% | 0.7% | $3 |
 0700.HK | 0.01% | 1.35% | $3.4 |
 PYPL | 0.01% | 0.97% | - |
 PBR | 0.01% | 4.56% | $1.73 |
 LMT | 0.01% | 2.52% | $12.45 |
 DAL | 0.01% | 1.03% | $0.3 |
 V | 0.01% | 0.66% | $2.01 |
 MMM | 0% | 1.81% | $5.21 |
 QCOM | 0% | 2.05% | $3.25 |
 GRMN | 0% | 1.45% | $3.71 |
 QQQ | 0% | 0.39% | - |
 PG | 0% | 2.71% | $3.83 |
 WYNN | 0% | 1.31% | $1 |
 01211.HK | 0% | 0.58% | $3.41 |
 MCD | 0% | 3.07% | $6.53 |
 AAPL | 0% | 0.31% | $0.97 |
 AXP | 0% | 1.13% | $2.6 |
 XP | 0% | 0% | $0 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Ex-Dividend | Oct 24, 2026 | $0.43 |
PG | Ex-Dividend | Oct 24, 2026 | $1.09 |
NOK | Ex-Dividend | Oct 28, 2026 | $0.04 |
STZ | Ex-Dividend | Oct 30, 2026 | $1.03 |
T.US | Pay Day | Nov 2, 2026 | $0.28 |
DAL | Pay Day | Nov 5, 2026 | $0.19 |
BBD | Ex-Dividend | Nov 5, 2026 | $0.00 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
CCL | Ex-Dividend | Nov 7, 2026 | $0.15 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
AXP | Pay Day | Nov 10, 2026 | $0.95 |
IBM | Ex-Dividend | Nov 10, 2026 | $1.69 |
BBD | Pay Day | Nov 10, 2026 | $0.00 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
SBUX | Ex-Dividend | Nov 14, 2026 | $0.62 |
WYNN | Ex-Dividend | Nov 14, 2026 | $0.25 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
WMT | Ex-Dividend | Nov 21, 2026 | $0.25 |
TEN.MI | Ex-Dividend | Nov 21, 2026 | $0.60 |
MMM | Ex-Dividend | Nov 24, 2026 | $0.78 |
PBR | Ex-Dividend | Nov 25, 2026 | $0.11 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
LMT | Ex-Dividend | Dec 1, 2026 | $3.45 |
B | Ex-Dividend | Dec 1, 2026 | $0.17 |
QCOM | Ex-Dividend | Dec 3, 2026 | $0.92 |
DEO | Pay Day | Dec 3, 2026 | $0.80 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
KSPI | Ex-Dividend | Dec 10, 2026 | $1.79 |
GRMN | Ex-Dividend | Dec 11, 2026 | $1.05 |
UNH | Ex-Dividend | Dec 14, 2026 | $2.21 |
KO | Ex-Dividend | Dec 15, 2026 | $0.53 |
MRK | Ex-Dividend | Dec 15, 2026 | $0.85 |
QSR | Ex-Dividend | Dec 18, 2026 | $0.65 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
ARE | Ex-Dividend | Dec 30, 2026 | $0.72 |
CSCO | Ex-Dividend | Jan 2, 2027 | $0.42 |
AXP | Ex-Dividend | Jan 9, 2027 | $0.95 |
T.US | Ex-Dividend | Jan 9, 2027 | $0.28 |
DAL | Ex-Dividend | Jan 15, 2027 | $0.19 |
VALE | Ex-Dividend | Feb 13, 2027 | $0.14 |
JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
DEO | Ex-Dividend | Apr 16, 2027 | $0.80 |
NESN.ZU | Ex-Dividend | Apr 20, 2027 | $3.96 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
XP | Ex-Dividend | Jun 10, 2027 | $0.20 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
01211.HK | Ex-Dividend | Jun 11, 2027 | $0.05 |
 YPF | Ex-Dividend | Jul 9, 2027 | $0.14 |
Performance Metrics
Score 5.5/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
1.26
1.26
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
1.26
1.26
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.66
High:
XYZ
135.71XYZLow:INTC
-54.8INTCDetails
PEG Ratio
1.24
High:PG
19.13PGLow:
UNIT
0UNITDetails
Price/Book
4
High:AAPL
46.13AAPLLow:MCD
-161.19MCDDetails
Price/Sales
3.45
High:V
15.77VLow:
AAL
0.14AALDetails
Price/CF
17.62
High:NOK
57.43NOKLow:XP
0.94XPDetails
Price/FCF
50.43
High:INTC
1,903.91INTCLow:XP
0.97XPDetails
P/E Ratio
26.66
High:XYZ
135.71XYZLow:INTC
-54.8INTCDetails
PEG Ratio
1.24
High:PG
19.13PGLow:UNIT
0UNITDetails
Price/Book
4
High:AAPL
46.13AAPLLow:MCD
-161.19MCDDetails
Price/Sales
3.45
High:V
15.77VLow:AAL
0.14AALDetails
Price/CF
17.62
High:NOK
57.43NOKLow:XP
0.94XPDetails
Price/FCF
50.43
High:INTC
1,903.91INTCLow:XP
0.97XPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.44% | Nov 2021 | Nov 2024 | 36 |
-26.59% | Feb 2020 | Nov 2020 | 9 |
-20.24% | May 2021 | Oct 2021 | 5 |
-19.18% | Oct 2025 | - | 13 |
-16.24% | Feb 2025 | Jul 2025 | 5 |
-7.42% | Nov 2019 | Jan 2020 | 2 |
-4.57% | Dec 2024 | Jan 2025 | 1 |