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-1.09%
This Month
+13.5%
Year To Date
+44.23%
2 Years
+23.67%
5 Years
+23.67%
10 Years
+4.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables23.62%
- 🖥️ Technology Services17.92%
- 🍞 Consumer Non Durables12.44%
- 🪙 Cryptocurrencies9.73%
- 💻 Electronic Technology9.69%
- 🧩 Miscellaneous9.18%
- 💰 Finance4.64%
- ⛏️ Energy Minerals2.85%
- 🛍️ Retail Trade2.08%
- ⚡ Utilities1.69%
- 📦 Distribution Services1.54%
- 🪨 Non Energy Minerals1.53%
- 🏭 Industrial Services1.04%
- 🧬 Health Technology1.03%
- 🧪 Process Industries0.51%
- 💼 Commercial Services0.39%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.28%
- 🇺🇸 NYSE24.15%
- 🌍 Digital Currency9.73%
- 🇬🇧 LSE9.18%
- 🇮🇹 Borsa Italiana1.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.27%
- 🇬🇧 United Kingdom9.18%
- 🇦🇷 Argentina6.52%
- 🇮🇹 Italy1.54%
- 🇮🇱 Israel1.34%
- 🇨🇦 Canada0.88%
- 🇺🇾 Uruguay0.44%
Dividends
Dividend Yield
0.94%
15 out of 27 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MO (6.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.17% | 2.37% | $1.45 |
 KO | 0.14% | 2.99% | $1.89 |
 MSFT | 0.12% | 0.66% | $3 |
 MAIN | 0.1% | 5.19% | $2.85 |
 PSH.L | 0.1% | 1.09% | - |
 CEPU | 0.06% | 3.81% | $0.91 |
 OKE | 0.06% | 6.01% | $3.89 |
 MO | 0.05% | 6.4% | $3.92 |
 IRM | 0.03% | 2.9% | $2.6 |
 GGAL | 0.03% | 2.19% | $1.57 |
 AMP.MI | 0.03% | 1.93% | $0.29 |
 BTG.US | 0.02% | 1.8% | $0.16 |
 CRESY | 0.02% | 3.1% | $0.55 |
 FCX | 0.01% | 1.42% | $0.6 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Performance Metrics
Score 2.9/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-8.12
-8.12
-9
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-8.12
-8.12
-9
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.33
0.33
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
51.22
High:
IRM
770.79IRMLow:
TEVA
-134.3TEVADetails
PEG Ratio
146.68
High:
MSFT
244.31MSFTLow:TEVA
-208.63TEVADetails
Price/Book
15.37
High:
NVDA
44.41NVDALow:IRM
-40.72IRMDetails
Price/Sales
14.6
High:NVDA
27.12NVDALow:
YPF
0.5YPFDetails
Price/CF
37.81
High:
KO
233.26KOLow:YPF
2.62YPFDetails
Price/FCF
84.16
High:
BTG.US
1,018.99BTG.USLow:
GGAL
9.24GGALDetails
P/E Ratio
51.22
High:IRM
770.79IRMLow:TEVA
-134.3TEVADetails
PEG Ratio
146.68
High:MSFT
244.31MSFTLow:TEVA
-208.63TEVADetails
Price/Book
15.37
High:NVDA
44.41NVDALow:IRM
-40.72IRMDetails
Price/Sales
14.6
High:NVDA
27.12NVDALow:YPF
0.5YPFDetails
Price/CF
37.81
High:KO
233.26KOLow:YPF
2.62YPFDetails
Price/FCF
84.16
High:BTG.US
1,018.99BTG.USLow:GGAL
9.24GGALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.77% | Sep 2021 | - | 50 |
-6.59% | Jul 2021 | Aug 2021 | 1 |
-2.18% | May 2021 | Jun 2021 | 1 |