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+11.18%
This Month
+5.34%
Year To Date
+59.1%
2 Years
+56.87%
5 Years
+56.87%
10 Years
+32.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.2%
- 🖥️ Technology Services21.95%
- 🧩 Miscellaneous6.42%
- 🛍️ Retail Trade4.88%
- 💼 Commercial Services3.73%
- 💰 Finance3.3%
- 💻 Electronic Technology1.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.65%
- 🇺🇸 Nasdaq35.62%
- 🇬🇧 LSE3.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.22%
- 🇬🇧 United Kingdom3.73%
- 🇺🇾 Uruguay2.36%
- 🇮🇱 Israel2.06%
Dividends
Dividend Yield
0.28%
8 out of 19 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.55%)
Performance Metrics
Score 6/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
0.73
0.73
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
1.66
1.66
0
0.3
0.6
2
2
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
0.73
0.73
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
1.66
1.66
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.83
High:
MELI
47.11MELILow:
ADBE
14.48ADBEDetails
PEG Ratio
216.87
High:MELI
1,046.73MELILow:
BR
44BRDetails
Price/Book
8.66
High:
V
15.67VLow:
ETOR
2.01ETORDetails
Price/Sales
8.44
High:V
14.66VLow:BR
2.67BRDetails
Price/CF
21.24
High:V
27.73VLow:ADBE
10.26ADBEDetails
Price/FCF
61.9
High:
AMZN
325.85AMZNLow:ADBE
10.45ADBEDetails
P/E Ratio
29.83
High:MELI
47.11MELILow:ADBE
14.48ADBEDetails
PEG Ratio
216.87
High:MELI
1,046.73MELILow:BR
44BRDetails
Price/Book
8.66
High:V
15.67VLow:ETOR
2.01ETORDetails
Price/Sales
8.44
High:V
14.66VLow:BR
2.67BRDetails
Price/CF
21.24
High:V
27.73VLow:ADBE
10.26ADBEDetails
Price/FCF
61.9
High:AMZN
325.85AMZNLow:ADBE
10.45ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.37% | Feb 2025 | Jun 2025 | 4 |
-6.76% | Feb 2026 | Apr 2026 | 2 |
-3.37% | Apr 2024 | May 2024 | 1 |
-1% | Jul 2024 | Aug 2024 | 1 |
-0.64% | Nov 2025 | Jan 2026 | 2 |