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-2.54%
This Month
-2.54%
Year To Date
+40.91%
2 Years
+3.07%
5 Years
+25.99%
10 Years
+4.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables23.12%
- 🖥️ Technology Services16.49%
- 🍞 Consumer Non Durables16.25%
- 🪙 Cryptocurrencies9.99%
- 💻 Electronic Technology9.85%
- 🧩 Miscellaneous9.38%
- 💰 Finance6.37%
- 🛍️ Retail Trade2.61%
- 📦 Distribution Services1.64%
- 🪨 Non Energy Minerals1.17%
- 🏭 Industrial Services1.17%
- 💼 Commercial Services0.84%
- 🚚 Transportation0.66%
- 💵 Cash0.55%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.01%
- 🇺🇸 NYSE24.52%
- 🌍 Digital Currency9.99%
- 🇬🇧 LSE9.38%
- 🇮🇹 Borsa Italiana1.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.25%
- 🇬🇧 United Kingdom9.38%
- 🇮🇹 Italy1.64%
- 🇦🇷 Argentina1.19%
- 🇨🇦 Canada1.17%
- 🇮🇱 Israel0.49%
- 🇺🇾 Uruguay0.43%
Dividends
Dividend Yield
1.23%
13 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPBD (8.17%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-7.82
-7.82
-8
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-7.82
-7.82
-8
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
44.74
High:
TSLA
280.13TSLALow:
PSH.L
8.89PSH.LDetails
PEG Ratio
139.66
High:
UPBD
634.8UPBDLow:
GEO
1.95GEODetails
Price/Book
13.63
High:
NVDA
36.4NVDALow:
MO
-38.81MODetails
Price/Sales
12.66
High:NVDA
23.3NVDALow:UPBD
0.25UPBDDetails
Price/CF
38.32
High:TSLA
99.57TSLALow:
GGAL
1.74GGALDetails
Price/FCF
82.7
High:
BTG.US
1,018.99BTG.USLow:GGAL
2.08GGALDetails
P/E Ratio
44.74
High:TSLA
280.13TSLALow:PSH.L
8.89PSH.LDetails
PEG Ratio
139.66
High:UPBD
634.8UPBDLow:GEO
1.95GEODetails
Price/Book
13.63
High:NVDA
36.4NVDALow:MO
-38.81MODetails
Price/Sales
12.66
High:NVDA
23.3NVDALow:UPBD
0.25UPBDDetails
Price/CF
38.32
High:TSLA
99.57TSLALow:GGAL
1.74GGALDetails
Price/FCF
82.7
High:BTG.US
1,018.99BTG.USLow:GGAL
2.08GGALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.77% | Sep 2021 | Oct 2025 | 49 |
-6.59% | Jul 2021 | Aug 2021 | 1 |
-5.25% | Nov 2025 | - | 3 |
-2.18% | May 2021 | Jun 2021 | 1 |