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+0.51%
This Month
-3.08%
Year To Date
+75.57%
2 Years
+93.03%
5 Years
+93.03%
10 Years
+30.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.5%
- 💻 Electronic Technology12.36%
- 🚗 Consumer Durables9.94%
- 🖥️ Technology Services8.72%
- 📡 Communications8.55%
- 🛍️ Retail Trade7.83%
- 💼 Commercial Services6.29%
- 💰 Finance5.55%
- 🛠️ Producer Manufacturing5.03%
- 🚚 Transportation2.08%
- 💵 Cash0.71%
- 📦 Distribution Services0.4%
- 🪙 Cryptocurrencies0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.12%
- 🇺🇸 NYSE41.53%
- 🇪🇸 Bolsa De Madrid14.6%
- 🌍 Digital Currency0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.14%
- 🇪🇸 Spain14.6%
Dividends
Dividend Yield
0.63%
6 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PSG.MC (4.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
2.31
2.31
0
1
2
3
3
Jensen's Alpha
7.23
7.23
-2
0
2
8
8
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
2.37
2.37
0
0.3
0.6
3
3
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
2.31
2.31
0
1
2
3
3
Jensen's Alpha
7.23
7.23
-2
0
2
8
8
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
2.37
2.37
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
42.3
High:
TSLA
377.27TSLALow:
BE
-432.61BEDetails
PEG Ratio
49.11
High:
UBER
555.04UBERLow:
AIP
-393.18AIPDetails
Price/Book
10.98
High:BE
60.04BELow:AIP
-49.8AIPDetails
Price/Sales
6.92
High:
ASTS
420.27ASTSLow:
GEST.MC
0.15GEST.MCDetails
Price/CF
24.59
High:
PLTR
214.31PLTRLow:
BBVA.MC
0.97BBVA.MCDetails
Price/FCF
49.74
High:BE
407.26BELow:BBVA.MC
1.01BBVA.MCDetails
P/E Ratio
42.3
High:TSLA
377.27TSLALow:BE
-432.61BEDetails
PEG Ratio
49.11
High:UBER
555.04UBERLow:AIP
-393.18AIPDetails
Price/Book
10.98
High:BE
60.04BELow:AIP
-49.8AIPDetails
Price/Sales
6.92
High:ASTS
420.27ASTSLow:GEST.MC
0.15GEST.MCDetails
Price/CF
24.59
High:PLTR
214.31PLTRLow:BBVA.MC
0.97BBVA.MCDetails
Price/FCF
49.74
High:BE
407.26BELow:BBVA.MC
1.01BBVA.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.7% | Nov 2025 | - | 5 |
-6.09% | Mar 2025 | May 2025 | 2 |
-5.65% | Sep 2023 | Nov 2023 | 2 |
-5.04% | Apr 2024 | Jul 2024 | 3 |
-2.85% | Jan 2024 | Feb 2024 | 1 |
-0.79% | Oct 2024 | Nov 2024 | 1 |