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+0.24%
This Month
-9.25%
Year To Date
+22.89%
2 Years
-6.58%
5 Years
-6.58%
10 Years
-1.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash22.72%
- 🪙 Cryptocurrencies16.98%
- 🖥️ Technology Services10.92%
- 🛍️ Retail Trade10.12%
- 💇♀️ Consumer Services6.77%
- 👥 Copy Trading5.9%
- 🧬 Health Technology5.5%
- 🛠️ Producer Manufacturing4.74%
- 🌾 Commodities3.76%
- 🍞 Consumer Non Durables3.43%
- 🚚 Transportation2.56%
- 📊 ETFs2.26%
- ⛏️ Energy Minerals1.9%
- 💻 Electronic Technology1.89%
- 🚗 Consumer Durables0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.1%
- 🇺🇸 NYSE17.02%
- 🌍 Digital Currency16.98%
- 🌍 Commodity3.76%
- 🇫🇷 Euronext Paris2.59%
- 🇮🇹 Borsa Italiana1.46%
- 🇬🇧 LSE0.26%
- 🇨🇭 SIX0.1%
- 🇩🇪 FRA0.06%
- 🇩🇰 Copenhagen Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.69%
- 🇺🇾 Uruguay10.77%
- 🇫🇷 France2.59%
- 🇮🇹 Italy1.53%
- 🇨🇦 Canada1.09%
- 🇬🇧 United Kingdom0.38%
- 🇿🇦 South Africa0.13%
- 🇨🇭 Switzerland0.1%
- 🇩🇪 Germany0.06%
- 🇩🇰 Denmark0.04%
Dividends
Dividend Yield
0.46%
18 out of 38 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $XOM (3.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOM | 0.07% | 3.43% | $3.76 |
 MRK | 0.05% | 3.29% | $3.04 |
 CDI.PA | 0.05% | 2.31% | $13 |
 CHRW | 0.04% | 1.58% | $2.44 |
 SBUX | 0.04% | 2.89% | $2.24 |
 TKO | 0.03% | 0.75% | $0.48 |
 JNJ | 0.03% | 2.55% | $4.81 |
 LuxuryBrands | 0.03% | 1.41% | - |
 ADI | 0.03% | 1.41% | $3.56 |
 PCAR | 0.02% | 1.2% | $1.11 |
 DLG.MI | 0.02% | 2.24% | $0.67 |
 GoldWorldWide | 0.01% | 0.72% | - |
 LTMC.MI | 0.01% | 1.38% | $0.26 |
 META | 0.01% | 0.31% | $1 |
 AMAT | 0.01% | 0.66% | $1.44 |
 Magnificent-7 | 0% | 0.27% | - |
 YOU | 0% | 1.49% | $0.35 |
 GEV | 0% | 0.12% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
AMAT | Pay Day | Dec 11, 2025 | $0.46 |
 MSFT (Magnificent-7) | Pay Day | Dec 11, 2025 | $0.91 |
 AEM (GoldWorldWide) | Pay Day | Dec 15, 2025 | $0.40 |
Performance Metrics
Score 2.3/10
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-14.87
-14.87
-15
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-14.87
-14.87
-15
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.6
High:
GEV
102.31GEVLow:
ZS
-924.85ZSDetails
PEG Ratio
476.62
High:
AMAT
6,456.94AMATLow:
TKO
10.2TKODetails
Price/Book
6.18
High:
CRWD
32.14CRWDLow:
SBUX
-11.95SBUXDetails
Price/Sales
4.31
High:CRWD
28.19CRWDLow:
CHRW
1.16CHRWDetails
Price/CF
15.12
High:CRWD
93.46CRWDLow:
CDI.PA
3.92CDI.PADetails
Price/FCF
35.09
High:SBUX
1,256.06SBUXLow:CDI.PA
5.95CDI.PADetails
P/E Ratio
28.6
High:GEV
102.31GEVLow:ZS
-924.85ZSDetails
PEG Ratio
476.62
High:AMAT
6,456.94AMATLow:TKO
10.2TKODetails
Price/Book
6.18
High:CRWD
32.14CRWDLow:SBUX
-11.95SBUXDetails
Price/Sales
4.31
High:CRWD
28.19CRWDLow:CHRW
1.16CHRWDetails
Price/CF
15.12
High:CRWD
93.46CRWDLow:CDI.PA
3.92CDI.PADetails
Price/FCF
35.09
High:SBUX
1,256.06SBUXLow:CDI.PA
5.95CDI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.99% | May 2021 | Nov 2024 | 42 |
-23.3% | Feb 2025 | - | 11 |
-2.85% | Dec 2024 | Jan 2025 | 1 |