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0%
Today
+0.82%
This Month
+26.86%
Year To Date
+96.03%
2 Years
+123.25%
5 Years
+25.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash61.64%
- 👥 Copy Trading36.89%
- 🧬 Health Technology0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.13%
- 🇺🇸 NYSE6.65%
- 🇨🇭 SIX0.38%
- 🇫🇷 Euronext Paris0.26%
- 🇭🇰 Hong Kong Exchanges0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.63%
- 🇯🇵 Japan1.29%
- 🇺🇾 Uruguay1.2%
- 🇨🇳 China0.41%
- 🇨🇭 Switzerland0.38%
- 🇩🇰 Denmark0.22%
- 🇫🇷 France0.19%
- 🇮🇪 Ireland0.09%
- 🇳🇱 Netherlands0.07%
- 🇱🇺 Luxembourg0.02%
- 🇬🇧 United Kingdom0.01%
Dividends
Dividend Yield
0.13%
3 out of 3 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $LONN.ZU (0.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MarianoPardo | 0.08% | 0.43% | - |
 liborvasa | 0.04% | 0.24% | - |
 LONN.ZU | 0% | 0.7% | $4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (MarianoPardo) | Pay Day | Jul 22, 2025 | $0.12 |
 JPM (MarianoPardo) | Pay Day | Jul 31, 2025 | $1.40 |
 C (MarianoPardo) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 AXP (MarianoPardo) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (MarianoPardo) | Pay Day | Aug 8, 2025 | $0.76 |
 MSFT (MarianoPardo) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (MarianoPardo) | Pay Day | Aug 22, 2025 | $0.60 |
 QCOM (MarianoPardo) | Ex-Dividend | Sep 4, 2025 | $0.89 |
MSFT (MarianoPardo) | Pay Day | Sep 11, 2025 | $0.83 |
QCOM (MarianoPardo) | Pay Day | Sep 25, 2025 | $0.89 |
Performance Metrics
Score 8/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.9
1.9
0
1
2
3
3
Jensen's Alpha
18.47
18.47
-2
0
2
19
19
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
1.39
1.39
0
0.3
0.6
2
2
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.9
1.9
0
1
2
3
3
Jensen's Alpha
18.47
18.47
-2
0
2
19
19
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
1.39
1.39
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
62.44
High:
LONN.ZU
62.44LONN.ZULow:LONN.ZU
62.44LONN.ZUDetails
PEG Ratio
2,501.8
High:LONN.ZU
2,501.8LONN.ZULow:LONN.ZU
2,501.8LONN.ZUDetails
Price/Book
4.31
High:LONN.ZU
4.31LONN.ZULow:LONN.ZU
4.31LONN.ZUDetails
Price/Sales
6.42
High:LONN.ZU
6.42LONN.ZULow:LONN.ZU
6.42LONN.ZUDetails
Price/CF
30.34
High:LONN.ZU
30.34LONN.ZULow:LONN.ZU
30.34LONN.ZUDetails
Price/FCF
1,437.6
High:LONN.ZU
1,437.6LONN.ZULow:LONN.ZU
1,437.6LONN.ZUDetails
P/E Ratio
62.44
High:LONN.ZU
62.44LONN.ZULow:LONN.ZU
62.44LONN.ZUDetails
PEG Ratio
2,501.8
High:LONN.ZU
2,501.8LONN.ZULow:LONN.ZU
2,501.8LONN.ZUDetails
Price/Book
4.31
High:LONN.ZU
4.31LONN.ZULow:LONN.ZU
4.31LONN.ZUDetails
Price/Sales
6.42
High:LONN.ZU
6.42LONN.ZULow:LONN.ZU
6.42LONN.ZUDetails
Price/CF
30.34
High:LONN.ZU
30.34LONN.ZULow:LONN.ZU
30.34LONN.ZUDetails
Price/FCF
1,437.6
High:LONN.ZU
1,437.6LONN.ZULow:LONN.ZU
1,437.6LONN.ZUDetails
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 |