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+3.1%
This Month
+3.1%
Year To Date
+30.05%
2 Years
-4.07%
5 Years
-4.07%
10 Years
-0.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash17.84%
- 🪙 Cryptocurrencies15.78%
- 🛍️ Retail Trade13.33%
- 📊 ETFs8.37%
- 🖥️ Technology Services7.94%
- 💇♀️ Consumer Services6.52%
- 👥 Copy Trading6.43%
- 🧬 Health Technology5.47%
- 🛠️ Producer Manufacturing5.25%
- 🌾 Commodities4.75%
- 🚚 Transportation3.03%
- ⛏️ Energy Minerals2.2%
- 💻 Electronic Technology2.05%
- 🍞 Consumer Non Durables1.26%
- 🚗 Consumer Durables0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.19%
- 🇺🇸 NYSE19.47%
- 🌍 Digital Currency15.78%
- 🌍 Commodity4.75%
- 🇮🇹 Borsa Italiana1.38%
- 🇬🇧 LSE0.5%
- 🇭🇰 Hong Kong Exchanges0.45%
- 🇫🇷 Euronext Paris0.34%
- 🇦🇺 Sydney0.11%
- 🇨🇭 SIX0.07%
- 🇩🇰 Copenhagen Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.28%
- 🇺🇾 Uruguay11.39%
- 🇮🇹 Italy1.53%
- 🇨🇦 Canada1.35%
- 🇬🇧 United Kingdom0.6%
- 🇨🇳 China0.34%
- 🇫🇷 France0.34%
- 🇦🇺 Australia0.11%
- 🇧🇲 Bermuda0.07%
- 🇨🇭 Switzerland0.07%
- 🇭🇰 Hong Kong0.06%
- 🇩🇰 Denmark0.04%
Dividends
Dividend Yield
0.42%
18 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MRK (3.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOM | 0.06% | 2.87% | $3.76 |
 MRK | 0.05% | 3.13% | $3.04 |
 TKO | 0.05% | 1.18% | $0.48 |
 CHRW | 0.04% | 1.28% | $2.44 |
 SBUX | 0.03% | 2.61% | $2.24 |
 LuxuryBrands | 0.03% | 1.73% | - |
 JNJ | 0.03% | 2.28% | $4.81 |
 ADI.US | 0.03% | 1.24% | $3.56 |
 PCAR | 0.02% | 1.08% | $1.11 |
 DLG.MI | 0.02% | 2.25% | $0.67 |
 GoldWorldWide | 0.01% | 0.52% | - |
 LTMC.MI | 0.01% | 1.46% | $0.26 |
 META | 0.01% | 0.29% | $1 |
 GOOG | 0.01% | 0.24% | $0.2 |
 AMAT | 0.01% | 0.54% | $1.44 |
 Magnificent-7 | 0% | 0.26% | - |
 GEV | 0% | 0.18% | - |
 YOU | 0% | 1.49% | $0.35 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-14.83
-14.83
-15
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-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
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-14.83
-14.83
-15
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.15
0.15
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.86
High:TKO
77.88TKOLow:
ZS
-815.36ZSDetails
PEG Ratio
329.54
High:AMAT
8,114.55AMATLow:TKO
9.83TKODetails
Price/Book
7.76
High:
CRWD
29.45CRWDLow:SBUX
-12.92SBUXDetails
Price/Sales
5.65
High:CRWD
25.83CRWDLow:CHRW
1.35CHRWDetails
Price/CF
17.9
High:CRWD
93.46CRWDLow:XOM
9.38XOMDetails
Price/FCF
55.5
High:SBUX
1,256.06SBUXLow:
EXEL
14.32EXELDetails
P/E Ratio
31.86
High:TKO
77.88TKOLow:ZS
-815.36ZSDetails
PEG Ratio
329.54
High:AMAT
8,114.55AMATLow:TKO
9.83TKODetails
Price/Book
7.76
High:CRWD
29.45CRWDLow:SBUX
-12.92SBUXDetails
Price/Sales
5.65
High:CRWD
25.83CRWDLow:CHRW
1.35CHRWDetails
Price/CF
17.9
High:CRWD
93.46CRWDLow:XOM
9.38XOMDetails
Price/FCF
55.5
High:SBUX
1,256.06SBUXLow:EXEL
14.32EXELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.99% | May 2021 | Nov 2024 | 42 |
-23.3% | Feb 2025 | - | 12 |
-2.85% | Dec 2024 | Jan 2025 | 1 |