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-3.04%
This Month
+2.22%
Year To Date
+31.76%
2 Years
+15.87%
5 Years
+54.84%
10 Years
+6.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.92%
- 👥 Copy Trading48.54%
- 🛍️ Retail Trade10.12%
- 🖥️ Technology Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.89%
- 🇺🇸 NYSE9.21%
- 🇭🇰 Hong Kong Exchanges0.74%
- 🇳🇱 Euronext Amsterdam0.53%
- 🇫🇷 Euronext Paris0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.65%
- 🇺🇾 Uruguay2.01%
- 🇨🇳 China1.77%
- 🇳🇱 Netherlands0.65%
- 🇩🇰 Denmark0.4%
- 🇫🇷 France0.08%
Dividends
Dividend Yield
0.18%
1 out of 3 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: MarianoPardo (0.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MarianoPardo | 0.18% | 0.36% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (MarianoPardo) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 9988.HK (MarianoPardo) | Ex-Dividend | Jun 10, 2026 | $0.13 |
 MSFT (MarianoPardo) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (MarianoPardo) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 CRM (MarianoPardo) | Ex-Dividend | Jun 11, 2026 | $0.44 |
GOOG (MarianoPardo) | Pay Day | Jun 15, 2026 | $0.22 |
 PYPL (MarianoPardo) | Pay Day | Jun 25, 2026 | $0.14 |
 QCOM (MarianoPardo) | Pay Day | Jun 25, 2026 | $0.92 |
 BKNG (MarianoPardo) | Pay Day | Jun 30, 2026 | $0.42 |
CRM (MarianoPardo) | Pay Day | Jul 2, 2026 | $0.44 |
 JPM (MarianoPardo) | Ex-Dividend | Jul 6, 2026 | $1.50 |
9988.HK (MarianoPardo) | Pay Day | Jul 6, 2026 | $0.13 |
BABA (MarianoPardo) | Pay Day | Jul 13, 2026 | $1.05 |
JPM (MarianoPardo) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 3.6/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-3.15
-3.15
-4
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-3.15
-3.15
-4
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.39
High:
ULTA
17.34ULTALow:
03690.HK
-10.8603690.HKDetails
PEG Ratio
409.84
High:ULTA
409.84ULTALow:ULTA
409.84ULTADetails
Price/Book
7.74
High:ULTA
7.75ULTALow:03690.HK
2.8503690.HKDetails
Price/Sales
1.6
High:ULTA
1.6ULTALow:03690.HK
1.203690.HKDetails
Price/CF
15.16
High:03690.HK
64.3903690.HKLow:ULTA
15.15ULTADetails
Price/FCF
20.72
High:03690.HK
387.8103690.HKLow:ULTA
20.7ULTADetails
P/E Ratio
17.39
High:ULTA
17.34ULTALow:03690.HK
-10.8603690.HKDetails
PEG Ratio
409.84
High:ULTA
409.84ULTALow:ULTA
409.84ULTADetails
Price/Book
7.74
High:ULTA
7.75ULTALow:03690.HK
2.8503690.HKDetails
Price/Sales
1.6
High:ULTA
1.6ULTALow:03690.HK
1.203690.HKDetails
Price/CF
15.16
High:03690.HK
64.3903690.HKLow:ULTA
15.15ULTADetails
Price/FCF
20.72
High:03690.HK
387.8103690.HKLow:ULTA
20.7ULTADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.01% | Nov 2021 | Aug 2025 | 45 |
-13.71% | Feb 2020 | Aug 2020 | 6 |
-7.59% | Feb 2026 | Apr 2026 | 2 |
-5.58% | Sep 2020 | Nov 2020 | 2 |
-3.04% | Jun 2026 | - | 1 |
-2.93% | Sep 2021 | Oct 2021 | 1 |
-1.01% | Mar 2021 | Apr 2021 | 1 |
-0.63% | May 2021 | Jun 2021 | 1 |