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-1.33%
This Month
+0.51%
Year To Date
+40.29%
2 Years
+44.31%
5 Years
+44.31%
10 Years
+8.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.1%
- 📊 ETFs15.61%
- 🛍️ Retail Trade11.85%
- 🧬 Health Technology10.37%
- 💇♀️ Consumer Services5.14%
- 🍞 Consumer Non Durables5.11%
- 💼 Commercial Services4.72%
- 🪙 Cryptocurrencies4.34%
- 🏥 Health Services3.92%
- 💵 Cash3.71%
- 🚗 Consumer Durables3.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.44%
- 🇺🇸 NYSE37.34%
- 🌍 Digital Currency4.34%
- 🇩🇪 FRA4.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.62%
- 🇨🇦 Canada4.72%
- 🇩🇪 Germany4.24%
- 🇺🇾 Uruguay4.07%
- 🇸🇬 Singapore3.56%
- 🇩🇰 Denmark3.2%
Dividends
Dividend Yield
1.12%
7 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
0.5
0.5
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
0.5
0.5
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.97
High:
SHOP
131.28SHOPLow:
DKNG
-658.27DKNGDetails
PEG Ratio
105.92
High:
MELI
942.08MELILow:DKNG
-653.28DKNGDetails
Price/Book
6.34
High:
SNOW
28.65SNOWLow:
LKQ
1.14LKQDetails
Price/Sales
4.79
High:
CRWD
23.7CRWDLow:LKQ
0.54LKQDetails
Price/CF
21.45
High:SHOP
103.19SHOPLow:LKQ
7.27LKQDetails
Price/FCF
76.74
High:
NKE
947.69NKELow:MELI
12.83MELIDetails
P/E Ratio
26.97
High:SHOP
131.28SHOPLow:DKNG
-658.27DKNGDetails
PEG Ratio
105.92
High:MELI
942.08MELILow:DKNG
-653.28DKNGDetails
Price/Book
6.34
High:SNOW
28.65SNOWLow:LKQ
1.14LKQDetails
Price/Sales
4.79
High:CRWD
23.7CRWDLow:LKQ
0.54LKQDetails
Price/CF
21.45
High:SHOP
103.19SHOPLow:LKQ
7.27LKQDetails
Price/FCF
76.74
High:NKE
947.69NKELow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.25% | Jan 2022 | Jul 2023 | 18 |
-13.53% | Aug 2023 | Mar 2024 | 7 |
-6.14% | Oct 2024 | Apr 2025 | 6 |
-3.72% | Apr 2024 | Jul 2024 | 3 |
-1.44% | Jul 2025 | Aug 2025 | 1 |
-1.33% | Mar 2026 | - | 1 |
-0.19% | Nov 2025 | Jan 2026 | 2 |