Loading...
+0.83%
This Month
-8.72%
Year To Date
+95.99%
2 Years
+466.17%
5 Years
+1009.36%
10 Years
+53.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services21.93%
- 💻 Electronic Technology17.57%
- 📊 ETFs16.35%
- 🚗 Consumer Durables8.6%
- 🛍️ Retail Trade7.16%
- 🪙 Cryptocurrencies6.62%
- 💰 Finance6.57%
- 🧩 Miscellaneous5.2%
- 🛠️ Producer Manufacturing4.61%
- 📡 Communications4.07%
- 💼 Commercial Services1.25%
- 💵 Cash0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.69%
- 🇺🇸 NYSE19.62%
- 🌍 Digital Currency6.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.75%
- 🇺🇾 Uruguay2.95%
- 🇨🇦 Canada1.25%
- 🇰🇾 Cayman Islands0.81%
Dividends
Dividend Yield
0.12%
7 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.98%)
Performance Metrics
Score 8.9/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
3.31
3.31
0
1
2
4
4
Jensen's Alpha
37.3
37.3
-2
0
2
38
38
Omega Ratio
2.16
2.16
0
1
1.5
3
3
Treynor Ratio
4.2
4.2
0
0.75
1.25
5
5
Information Ratio
0.96
0.96
0
0.3
0.6
1
1
Calmar Ratio
3.19
3.19
0
0.3
0.6
4
4
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
3.31
3.31
0
1
2
4
4
Jensen's Alpha
37.3
37.3
-2
0
2
38
38
Omega Ratio
2.16
2.16
0
1
1.5
3
3
Treynor Ratio
4.2
4.2
0
0.75
1.25
5
5
Information Ratio
0.96
0.96
0
0.3
0.6
1
1
Calmar Ratio
3.19
3.19
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
36
High:
TSLA
354.33TSLALow:
CRWD
-531.64CRWDDetails
PEG Ratio
101.21
High:
MELI
969.63MELILow:
LMND
-128.03LMNDDetails
Price/Book
11.53
High:
PLTR
47.42PLTRLow:
VSAT
1.34VSATDetails
Price/Sales
8.76
High:PLTR
84.24PLTRLow:
SMCI
0.56SMCIDetails
Price/CF
29.05
High:PLTR
214.31PLTRLow:VSAT
3.1VSATDetails
Price/FCF
62.17
High:
AMZN
325.85AMZNLow:
SATS
6.89SATSDetails
P/E Ratio
36
High:TSLA
354.33TSLALow:CRWD
-531.64CRWDDetails
PEG Ratio
101.21
High:MELI
969.63MELILow:LMND
-128.03LMNDDetails
Price/Book
11.53
High:PLTR
47.42PLTRLow:VSAT
1.34VSATDetails
Price/Sales
8.76
High:PLTR
84.24PLTRLow:SMCI
0.56SMCIDetails
Price/CF
29.05
High:PLTR
214.31PLTRLow:VSAT
3.1VSATDetails
Price/FCF
62.17
High:AMZN
325.85AMZNLow:SATS
6.89SATSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.48% | Dec 2021 | Mar 2023 | 15 |
-14.73% | Apr 2024 | May 2024 | 1 |
-14.68% | Nov 2025 | - | 6 |
-14.38% | Jul 2023 | Oct 2023 | 3 |
-13.88% | Feb 2025 | May 2025 | 3 |
-9.71% | Mar 2021 | Oct 2021 | 7 |
-8.89% | Jun 2024 | Sep 2024 | 3 |
-7.86% | Sep 2020 | Jan 2021 | 4 |
-6.47% | May 2023 | Jun 2023 | 1 |