Loading...
-0.08%
This Month
-3.41%
Year To Date
+103.03%
2 Years
+68.83%
5 Years
+102.85%
10 Years
+13.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.41%
- 📊 ETFs30.1%
- 🪨 Non Energy Minerals23.12%
- 🚗 Consumer Durables16.31%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.23%
- 🇺🇸 Nasdaq46.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.71%
- 🇧🇷 Brazil23.12%
Dividends
Dividend Yield
1.82%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VALE | 1.82% | 7.89% | $1.33 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
1.74
1.74
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
1.74
1.74
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
227.33
High:
TSLA
377.27TSLALow:VALE
29.69VALEDetails
PEG Ratio
104.1
High:
PLTR
104.1PLTRLow:PLTR
104.1PLTRDetails
Price/Book
16.04
High:PLTR
49.59PLTRLow:VALE
2.04VALEDetails
Price/Sales
14.16
High:PLTR
88.09PLTRLow:VALE
1.79VALEDetails
Price/CF
69.42
High:PLTR
214.31PLTRLow:VALE
6.12VALEDetails
Price/FCF
248.72
High:VALE
565.82VALELow:PLTR
217.77PLTRDetails
P/E Ratio
227.33
High:TSLA
377.27TSLALow:VALE
29.69VALEDetails
PEG Ratio
104.1
High:PLTR
104.1PLTRLow:PLTR
104.1PLTRDetails
Price/Book
16.04
High:PLTR
49.59PLTRLow:VALE
2.04VALEDetails
Price/Sales
14.16
High:PLTR
88.09PLTRLow:VALE
1.79VALEDetails
Price/CF
69.42
High:PLTR
214.31PLTRLow:VALE
6.12VALEDetails
Price/FCF
248.72
High:VALE
565.82VALELow:PLTR
217.77PLTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.25% | Feb 2021 | Jul 2025 | 53 |
-6.54% | Nov 2025 | - | 5 |
-1.3% | Oct 2020 | Nov 2020 | 1 |