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-7.2%
This Month
-3.23%
Year To Date
+59.36%
2 Years
+81.02%
5 Years
+81.02%
10 Years
+15.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services55.17%
- 💰 Finance15.24%
- 📊 ETFs11.41%
- 🚚 Transportation6.46%
- 🛍️ Retail Trade4.66%
- 💇♀️ Consumer Services4.01%
- 🧬 Health Technology1.87%
- 💵 Cash1.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.83%
- 🇺🇸 NYSE38.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.87%
- 🇺🇾 Uruguay4.66%
- 🇩🇰 Denmark1.87%
Dividends
Dividend Yield
0.49%
7 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (2.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
7.77
7.77
-2
0
2
8
8
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
2
2
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
7.77
7.77
-2
0
2
8
8
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
1
1
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
27.14
High:
MELI
48.22MELILow:
NVO
14.22NVODetails
PEG Ratio
229.73
High:
MCD
953.82MCDLow:
GOOGL
81.75GOOGLDetails
Price/Book
8.46
High:MELI
16.11MELILow:MCD
-107.86MCDDetails
Price/Sales
8.78
High:
V
14.92VLow:
UBER
2.86UBERDetails
Price/CF
21.33
High:V
27.73VLow:NVO
12.52NVODetails
Price/FCF
55.29
High:NVO
207.17NVOLow:UBER
17.63UBERDetails
P/E Ratio
27.14
High:MELI
48.22MELILow:NVO
14.22NVODetails
PEG Ratio
229.73
High:MCD
953.82MCDLow:GOOGL
81.75GOOGLDetails
Price/Book
8.46
High:MELI
16.11MELILow:MCD
-107.86MCDDetails
Price/Sales
8.78
High:V
14.92VLow:UBER
2.86UBERDetails
Price/CF
21.33
High:V
27.73VLow:NVO
12.52NVODetails
Price/FCF
55.29
High:NVO
207.17NVOLow:UBER
17.63UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.77% | Apr 2022 | Jun 2023 | 14 |
-7.42% | Aug 2023 | Feb 2024 | 6 |
-7.2% | Feb 2026 | - | 1 |
-6.63% | Feb 2025 | May 2025 | 3 |
-4.6% | Oct 2024 | Jan 2025 | 3 |
-3.4% | Jun 2024 | Aug 2024 | 2 |
-2.21% | Apr 2024 | May 2024 | 1 |
-1.43% | Feb 2022 | Mar 2022 | 1 |
-0.29% | Dec 2025 | Jan 2026 | 1 |