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+1.71%
This Month
+19.72%
Year To Date
+45.17%
2 Years
+25.53%
5 Years
+30.44%
10 Years
+5.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables24.2%
- 🖥️ Technology Services16.56%
- 🍞 Consumer Non Durables14.27%
- 🧩 Miscellaneous10.01%
- 💻 Electronic Technology9.7%
- 🪙 Cryptocurrencies9.28%
- 💰 Finance5.54%
- 🛍️ Retail Trade2.71%
- 🪨 Non Energy Minerals1.77%
- 🏭 Industrial Services1.75%
- 📦 Distribution Services1.58%
- 🧪 Process Industries0.97%
- 💼 Commercial Services0.79%
- 💵 Cash0.71%
- ⚡ Utilities0.16%
- 🚚 Transportation0.14%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.09%
- 🇺🇸 NYSE23.31%
- 🇬🇧 LSE10.01%
- 🌍 Digital Currency9.28%
- 🇮🇹 Borsa Italiana1.58%
- 🇩🇰 Copenhagen Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.51%
- 🇬🇧 United Kingdom10.01%
- 🇮🇹 Italy1.58%
- 🇦🇷 Argentina1.21%
- 🇨🇦 Canada1.07%
- 🇺🇾 Uruguay0.61%
- 🇩🇰 Denmark0.16%
Dividends
Dividend Yield
1.16%
15 out of 29 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $UPBD (8.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MO | 0.19% | 7.1% | $3.92 |
 NKE | 0.17% | 2.44% | $1.45 |
 MAIN | 0.15% | 5.01% | $2.85 |
 KO | 0.14% | 2.91% | $1.89 |
 MSFT | 0.12% | 0.72% | $3 |
 PSH.L | 0.1% | 1% | - |
 OKE | 0.09% | 5.4% | $3.89 |
 UPBD | 0.06% | 8.27% | $1.45 |
 OLN | 0.04% | 3.91% | $0.8 |
 AMP.MI | 0.03% | 2.09% | $0.29 |
 IRM | 0.02% | 3.82% | $2.6 |
 GGAL | 0.02% | 1.95% | $1.57 |
 BTG.US | 0.02% | 1.76% | $0.16 |
 FCX | 0.01% | 1.33% | $0.6 |
 NVDA | 0% | 0.02% | $0.02 |
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
-7.98
-7.98
-8
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
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
-7.98
-7.98
-8
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
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 weighted open stock positions
P/E Ratio
47.58
High:
TSLA
303.71TSLALow:
ORSTED.CO
-44.7ORSTED.CODetails
PEG Ratio
158.71
High:
FCX
923.82FCXLow:
GEO
1.89GEODetails
Price/Book
14.24
High:
NVDA
37.49NVDALow:
MO
-37.02MODetails
Price/Sales
13.35
High:NVDA
23.99NVDALow:
UPBD
0.24UPBDDetails
Price/CF
38.65
High:TSLA
99.57TSLALow:ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
83.73
High:
BTG.US
1,018.99BTG.USLow:
GGAL
9.24GGALDetails
P/E Ratio
47.58
High:TSLA
303.71TSLALow:ORSTED.CO
-44.7ORSTED.CODetails
PEG Ratio
158.71
High:FCX
923.82FCXLow:GEO
1.89GEODetails
Price/Book
14.24
High:NVDA
37.49NVDALow:MO
-37.02MODetails
Price/Sales
13.35
High:NVDA
23.99NVDALow:UPBD
0.24UPBDDetails
Price/CF
38.65
High:TSLA
99.57TSLALow:ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
83.73
High:BTG.US
1,018.99BTG.USLow:GGAL
9.24GGALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.77% | Sep 2021 | Oct 2025 | 49 |
-6.59% | Jul 2021 | Aug 2021 | 1 |
-3.55% | Nov 2025 | - | 2 |
-2.18% | May 2021 | Jun 2021 | 1 |