Loading...
+0%
Today
+8.71%
This Month
+12.64%
Year To Date
+92.66%
2 Years
+98.24%
5 Years
+22.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology58.1%
- 👥 Copy Trading38.87%
- 💵 Cash0.89%
- 🧬 Health Technology0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.77%
- 🇺🇸 Nasdaq26.5%
- 🇨🇭 SIX0.43%
- 🇫🇷 Euronext Paris0.31%
- 🇭🇰 Hong Kong Exchanges0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.6%
- 🇺🇾 Uruguay1.3%
- 🇨🇭 Switzerland0.43%
- 🇨🇳 China0.34%
- 🇫🇷 France0.25%
- 🇮🇪 Ireland0.1%
- 🇳🇱 Netherlands0.07%
- 🇱🇺 Luxembourg0.02%
- 🇬🇧 United Kingdom0.01%
Dividends
Dividend Yield
1.83%
4 out of 4 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $HPE (2.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HPE | 1.7% | 2.93% | $0.51 |
 MarianoPardo | 0.08% | 0.41% | - |
 liborvasa | 0.04% | 0.22% | - |
 LONN.ZU | 0% | 0.71% | $4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 EA (liborvasa) | Ex-Dividend | May 28, 2025 | $0.19 |
 0700.HK (MarianoPardo) | Pay Day | May 30, 2025 | $0.58 |
 NKE (MarianoPardo) | Ex-Dividend | Jun 2, 2025 | $0.40 |
 V (MarianoPardo) | Pay Day | Jun 2, 2025 | $0.59 |
 QCOM (MarianoPardo) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 BKNG (MarianoPardo) | Ex-Dividend | Jun 6, 2025 | $9.60 |
 GOOG (liborvasa) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (MarianoPardo) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 MSFT (MarianoPardo) | Pay Day | Jun 12, 2025 | $0.83 |
GOOG (liborvasa) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (MarianoPardo) | Pay Day | Jun 16, 2025 | $0.21 |
EA (liborvasa) | Pay Day | Jun 18, 2025 | $0.19 |
 LUV (MarianoPardo) | Ex-Dividend | Jun 18, 2025 | $0.18 |
 HSBC (liborvasa) | Pay Day | Jun 20, 2025 | $0.50 |
 DIS (MarianoPardo) | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM (MarianoPardo) | Pay Day | Jun 26, 2025 | $0.89 |
BKNG (MarianoPardo) | Pay Day | Jun 30, 2025 | $9.60 |
NKE (MarianoPardo) | Pay Day | Jul 1, 2025 | $0.40 |
 JPM (MarianoPardo) | Ex-Dividend | Jul 3, 2025 | $1.40 |
LUV (MarianoPardo) | Pay Day | Jul 9, 2025 | $0.18 |
DIS (MarianoPardo) | Pay Day | Jul 23, 2025 | $0.50 |
JPM (MarianoPardo) | Pay Day | Jul 31, 2025 | $1.40 |
Performance Metrics
Score 7.3/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
16.36
16.36
-2
0
2
17
17
Omega Ratio
1.77
1.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
16.36
16.36
-2
0
2
17
17
Omega Ratio
1.77
1.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
8.88
High:
LONN.ZU
61.83LONN.ZULow:
HPE
8.77HPEDetails
PEG Ratio
38.31
High:LONN.ZU
2,477.36LONN.ZULow:HPE
20.31HPEDetails
Price/Book
0.93
High:LONN.ZU
4.27LONN.ZULow:HPE
0.92HPEDetails
Price/Sales
0.81
High:LONN.ZU
6.36LONN.ZULow:HPE
0.8HPEDetails
Price/CF
7.77
High:LONN.ZU
30.34LONN.ZULow:HPE
7.68HPEDetails
Price/FCF
32.07
High:LONN.ZU
1,437.6LONN.ZULow:HPE
31.59HPEDetails
P/E Ratio
8.88
High:LONN.ZU
61.83LONN.ZULow:HPE
8.77HPEDetails
PEG Ratio
38.31
High:LONN.ZU
2,477.36LONN.ZULow:HPE
20.31HPEDetails
Price/Book
0.93
High:LONN.ZU
4.27LONN.ZULow:HPE
0.92HPEDetails
Price/Sales
0.81
High:LONN.ZU
6.36LONN.ZULow:HPE
0.8HPEDetails
Price/CF
7.77
High:LONN.ZU
30.34LONN.ZULow:HPE
7.68HPEDetails
Price/FCF
32.07
High:LONN.ZU
1,437.6LONN.ZULow:HPE
31.59HPEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.35% | Feb 2022 | Jul 2022 | 5 |
-14.19% | Aug 2022 | Mar 2023 | 7 |
-8.07% | Apr 2023 | Jul 2023 | 3 |
-7.81% | Mar 2024 | Jul 2024 | 4 |
-6.56% | Feb 2025 | May 2025 | 3 |
-6.03% | Aug 2023 | Nov 2023 | 3 |
-2.32% | Dec 2023 | Feb 2024 | 2 |