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+0.7%
This Month
-18.64%
Year To Date
-9.94%
2 Years
-36.44%
5 Years
+30.98%
10 Years
+5.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance36.76%
- 🛍️ Retail Trade32.66%
- ⛏️ Energy Minerals30.53%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.42%
- 🇺🇸 NYSE30.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.29%
- 🇺🇾 Uruguay32.66%
Dividends
Dividend Yield
0.12%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HCC (0.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HCC | 0.12% | 0.38% | $0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-4.05
-4.05
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-4.05
-4.05
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
46.48
High:HCC
77.58HCCLow:
MELI
44.91MELIDetails
PEG Ratio
997.84
High:MELI
997.84MELILow:MELI
997.84MELIDetails
Price/Book
5.86
High:MELI
13.29MELILow:HCC
2.06HCCDetails
Price/Sales
3.43
High:
SOFI
5.28SOFILow:MELI
3.1MELIDetails
Price/CF
12.87
High:SOFI
23.1SOFILow:MELI
11.2MELIDetails
Price/FCF
14.99
High:HCC
45.05HCCLow:MELI
12.83MELIDetails
P/E Ratio
46.48
High:HCC
77.58HCCLow:MELI
44.91MELIDetails
PEG Ratio
997.84
High:MELI
997.84MELILow:MELI
997.84MELIDetails
Price/Book
5.86
High:MELI
13.29MELILow:HCC
2.06HCCDetails
Price/Sales
3.43
High:SOFI
5.28SOFILow:MELI
3.1MELIDetails
Price/CF
12.87
High:SOFI
23.1SOFILow:MELI
11.2MELIDetails
Price/FCF
14.99
High:HCC
45.05HCCLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.8% | Feb 2021 | - | 62 |
-3.28% | Jul 2020 | Aug 2020 | 1 |