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-3.83%
This Month
-9.6%
Year To Date
+21.08%
2 Years
+34.05%
5 Years
+15.57%
10 Years
+1.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services58.96%
- 🛍️ Retail Trade21.66%
- 💻 Electronic Technology11.63%
- 💇♀️ Consumer Services7.45%
- 💵 Cash0.22%
- 🚗 Consumer Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.22%
- 🇺🇸 NYSE27.82%
- 🇭🇰 Hong Kong Exchanges7.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.37%
- 🇨🇳 China16.52%
- 🇺🇾 Uruguay7.23%
- 🇸🇬 Singapore5.58%
Dividends
Dividend Yield
0.42%
5 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-3.71
-3.71
-4
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-3.71
-3.71
-4
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.49
High:
MELI
44.91MELILow:
03690.HK
-199.4203690.HKDetails
PEG Ratio
142.55
High:MELI
997.84MELILow:
IDEXQ
-IDEXQDetails
Price/Book
9.48
High:
AAPL
43.77AAPLLow:IDEXQ
-0.01IDEXQDetails
Price/Sales
8.48
High:
SNOW
12.3SNOWLow:IDEXQ
0.01IDEXQDetails
Price/CF
24.1
High:03690.HK
64.3903690.HKLow:IDEXQ
0.73IDEXQDetails
Price/FCF
52.43
High:
BABA
1,196.17BABALow:IDEXQ
0.76IDEXQDetails
P/E Ratio
28.49
High:MELI
44.91MELILow:03690.HK
-199.4203690.HKDetails
PEG Ratio
142.55
High:MELI
997.84MELILow:IDEXQ
-IDEXQDetails
Price/Book
9.48
High:AAPL
43.77AAPLLow:IDEXQ
-0.01IDEXQDetails
Price/Sales
8.48
High:SNOW
12.3SNOWLow:IDEXQ
0.01IDEXQDetails
Price/CF
24.1
High:03690.HK
64.3903690.HKLow:IDEXQ
0.73IDEXQDetails
Price/FCF
52.43
High:BABA
1,196.17BABALow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.94% | Jan 2018 | Jan 2021 | 36 |
-50.43% | Nov 2021 | Sep 2025 | 46 |
-13.33% | Feb 2021 | Jul 2021 | 5 |
-12.48% | Feb 2026 | - | 2 |
-9.5% | Sep 2021 | Oct 2021 | 1 |
-3.03% | Dec 2025 | Jan 2026 | 1 |