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-4.22%
This Month
+6.98%
Year To Date
+51.97%
2 Years
+53.61%
5 Years
+53.61%
10 Years
+9.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.47%
- 📊 ETFs18.12%
- 🛍️ Retail Trade11.39%
- 🧬 Health Technology10.11%
- 🧩 Miscellaneous6.74%
- 💇♀️ Consumer Services5.45%
- 🏥 Health Services5.31%
- 🍞 Consumer Non Durables4%
- 💼 Commercial Services3.91%
- 🪙 Cryptocurrencies3.68%
- 🚗 Consumer Durables2.66%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.08%
- 🇺🇸 NYSE37.68%
- 🌍 Digital Currency3.68%
- 🇩🇪 FRA3.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.62%
- 🇨🇦 Canada3.91%
- 🇺🇾 Uruguay3.62%
- 🇩🇰 Denmark3.49%
- 🇩🇪 Germany3.41%
- 🇸🇬 Singapore3.25%
Dividends
Dividend Yield
1.05%
8 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NKE | Pay Day | Jul 1, 2026 | $0.41 |
Performance Metrics
Score 4.3/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-0.34
-0.34
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-0.34
-0.34
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.19
High:
DKNG
421.43DKNGLow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-815.62
High:
NOW
522.47NOWLow:CRWD
-5,187.17CRWDDetails
Price/Book
6.31
High:
SNOW
43.63SNOWLow:
LKQ
1LKQDetails
Price/Sales
4.03
High:CRWD
36.4CRWDLow:LKQ
0.46LKQDetails
Price/CF
16.32
High:
SHOP
71.66SHOPLow:LKQ
7.44LKQDetails
Price/FCF
67.22
High:NKE
947.69NKELow:
MELI
10.23MELIDetails
P/E Ratio
29.19
High:DKNG
421.43DKNGLow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-815.62
High:NOW
522.47NOWLow:CRWD
-5,187.17CRWDDetails
Price/Book
6.31
High:SNOW
43.63SNOWLow:LKQ
1LKQDetails
Price/Sales
4.03
High:CRWD
36.4CRWDLow:LKQ
0.46LKQDetails
Price/CF
16.32
High:SHOP
71.66SHOPLow:LKQ
7.44LKQDetails
Price/FCF
67.22
High:NKE
947.69NKELow:MELI
10.23MELIDetails
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 |
-5.61% | Mar 2026 | Apr 2026 | 1 |
-4.22% | Jun 2026 | - | 1 |
-3.72% | Apr 2024 | Jul 2024 | 3 |
-1.44% | Jul 2025 | Aug 2025 | 1 |
-0.19% | Nov 2025 | Jan 2026 | 2 |