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+0.62%
Today
+0.62%
This Month
-11.23%
Year To Date
+88.61%
2 Years
+135.98%
5 Years
+16.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š» Electronic Technology42.24%
- š„ļø Technology Services29.19%
- šļø Retail Trade13.3%
- š ETFs11.48%
- š Consumer Durables2.16%
- šŖ Cryptocurrencies1.56%
- šµ Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq87.21%
- šŗšø NYSE11.17%
- š Digital Currency1.56%
Countries Breakdown
- Country
- Total
- šŗšø United States76.15%
- šŗš¾ Uruguay7.59%
- šØš¦ Canada3.15%
Dividends
Dividend Yield
0.27%
9 out of 19 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VTV (2.2%)
Performance Metrics
Score 6.1/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
4.37
4.37
-2
0
2
5
5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
4.37
4.37
-2
0
2
5
5
Omega Ratio
1.4
1.4
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.4
High:
TSLA
131.71TSLALow:
CRWD
-4,319.19CRWDDetails
PEG Ratio
55.14
High:
MSFT
248.67MSFTLow:
SHOP
4.33SHOPDetails
Price/Book
17.49
High:
AAPL
50.29AAPLLow:
AMD
2.9AMDDetails
Price/Sales
10.68
High:CRWD
22.63CRWDLow:
AMZN
3.24AMZNDetails
Price/CF
35.56
High:TSLA
95.18TSLALow:
MELI
14.03MELIDetails
Price/FCF
53.52
High:TSLA
396.62TSLALow:MELI
16.1MELIDetails
P/E Ratio
34.4
High:TSLA
131.71TSLALow:CRWD
-4,319.19CRWDDetails
PEG Ratio
55.14
High:MSFT
248.67MSFTLow:SHOP
4.33SHOPDetails
Price/Book
17.49
High:AAPL
50.29AAPLLow:AMD
2.9AMDDetails
Price/Sales
10.68
High:CRWD
22.63CRWDLow:AMZN
3.24AMZNDetails
Price/CF
35.56
High:TSLA
95.18TSLALow:MELI
14.03MELIDetails
Price/FCF
53.52
High:TSLA
396.62TSLALow:MELI
16.1MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.14% | Nov 2021 | Mar 2024 | 28 |
-24.35% | Oct 2018 | Jun 2019 | 8 |
-15.33% | Dec 2015 | Apr 2017 | 16 |
-13.14% | Dec 2024 | - | 5 |
-12.49% | Feb 2020 | Apr 2020 | 2 |
-9.8% | Nov 2014 | Feb 2015 | 3 |
-8.81% | Sep 2020 | Nov 2020 | 2 |
-8.78% | Apr 2015 | Oct 2015 | 6 |
-7.24% | Mar 2021 | Jun 2021 | 3 |
-6.95% | Sep 2021 | Oct 2021 | 1 |
-5.7% | Aug 2019 | Nov 2019 | 3 |
-5.37% | Feb 2018 | May 2018 | 3 |
-5.23% | Apr 2024 | May 2024 | 1 |
-3.99% | Jul 2024 | Sep 2024 | 2 |
-3.11% | Jun 2017 | Jul 2017 | 1 |
-0.6% | Jul 2018 | Aug 2018 | 1 |
-0.57% | Jul 2021 | Aug 2021 | 1 |