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+1.57%
Today
+1.04%
This Month
+3.36%
Year To Date
+101.07%
2 Years
+125.15%
5 Years
+17.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies50%
- 📊 ETFs32.29%
- 💻 Electronic Technology8.76%
- 🧬 Health Technology3.69%
- 🖥️ Technology Services2.78%
- 🛍️ Retail Trade2.47%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency50%
- 🇺🇸 NYSE30.77%
- 🇺🇸 Nasdaq14.02%
- 🇬🇧 LSE5.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.49%
- 🇳🇱 Netherlands2.75%
- 🇺🇾 Uruguay2.47%
Dividends
Dividend Yield
0.27%
8 out of 13 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOO (1.29%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jul 3, 2025 | $0.01 |
Performance Metrics
Score 6/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
2.86
2.86
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
2.86
2.86
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
49.5
High:
AMD
94AMDLow:
ASML
31.86ASMLDetails
PEG Ratio
95.08
High:ASML
149.67ASMLLow:
NVDA
56.95NVDADetails
Price/Book
26.26
High:
LLY
45.87LLYLow:AMD
3.58AMDDetails
Price/Sales
16.8
High:NVDA
23.84NVDALow:
MELI
5.45MELIDetails
Price/CF
38.72
High:LLY
79.83LLYLow:MELI
16.86MELIDetails
Price/FCF
46.64
High:LLY
631.92LLYLow:MELI
19.97MELIDetails
P/E Ratio
49.5
High:AMD
94AMDLow:ASML
31.86ASMLDetails
PEG Ratio
95.08
High:ASML
149.67ASMLLow:NVDA
56.95NVDADetails
Price/Book
26.26
High:LLY
45.87LLYLow:AMD
3.58AMDDetails
Price/Sales
16.8
High:NVDA
23.84NVDALow:MELI
5.45MELIDetails
Price/CF
38.72
High:LLY
79.83LLYLow:MELI
16.86MELIDetails
Price/FCF
46.64
High:LLY
631.92LLYLow:MELI
19.97MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.53% | Nov 2021 | Feb 2024 | 27 |
-19.97% | Feb 2025 | - | 5 |
-12.19% | Feb 2020 | May 2020 | 3 |
-9.81% | Apr 2024 | Jun 2024 | 2 |
-9.01% | Sep 2021 | Oct 2021 | 1 |
-7.72% | May 2019 | Jun 2019 | 1 |
-7.34% | Sep 2019 | Jan 2020 | 4 |
-3.93% | Oct 2020 | Nov 2020 | 1 |
-2.73% | Dec 2024 | Jan 2025 | 1 |
-2.71% | Jan 2021 | Feb 2021 | 1 |
-2.63% | Jul 2024 | Sep 2024 | 2 |
-2.52% | Apr 2021 | May 2021 | 1 |
-0.98% | Jul 2021 | Aug 2021 | 1 |
-0.89% | Jul 2020 | Aug 2020 | 1 |