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+7.66%
This Month
+2.19%
Year To Date
+69.16%
2 Years
+83.5%
5 Years
+176.5%
10 Years
+19.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.25%
- 🧩 Miscellaneous17.24%
- 🪙 Cryptocurrencies14.43%
- 💵 Cash13.83%
- 🚗 Consumer Durables9.36%
- 💻 Electronic Technology7.42%
- 🖥️ Technology Services7.08%
- 💰 Finance4.08%
- 🛍️ Retail Trade3.4%
- 🍞 Consumer Non Durables0.73%
- 🛠️ Producer Manufacturing0.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.8%
- 🇺🇸 Nasdaq35.81%
- 🌍 Digital Currency14.43%
- 🇭🇰 Hong Kong Exchanges1.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.34%
- 🇨🇳 China1.92%
- 🇺🇾 Uruguay1.58%
Dividends
Dividend Yield
0.17%
15 out of 48 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MAA (4.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MAA | 0.05% | 4.8% | $5.81 |
 STAG | 0.03% | 3.77% | $1.47 |
 MSFT | 0.02% | 0.85% | $3 |
 PEP | 0.01% | 3.63% | $5.15 |
 KO | 0.01% | 2.73% | $1.89 |
 AAPL | 0.01% | 0.38% | $0.97 |
 QQQ | 0.01% | 0.43% | - |
 V | 0.01% | 0.8% | $2.01 |
 META | 0.01% | 0.31% | $1 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 MA | 0% | 0.63% | $2.46 |
 01211.HK | 0% | 0.33% | $3.41 |
 BABA | 0% | 0.73% | $0.98 |
 9988.HK | 0% | 0.75% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 6/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
1.64
1.64
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
1.64
1.64
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
43.44
High:
TSLA
364.78TSLALow:
RGTI
-29.15RGTIDetails
PEG Ratio
194.82
High:
MELI
1,046.73MELILow:RGTI
-91.55RGTIDetails
Price/Book
12.94
High:MA
60.24MALow:STAG
2.12STAGDetails
Price/Sales
9.7
High:RGTI
923.43RGTILow:01211.HK
1.1501211.HKDetails
Price/CF
31
High:
PLTR
214.31PLTRLow:MELI
11.2MELIDetails
Price/FCF
67.69
High:MAA
2,924.9MAALow:MELI
12.83MELIDetails
P/E Ratio
43.44
High:TSLA
364.78TSLALow:RGTI
-29.15RGTIDetails
PEG Ratio
194.82
High:MELI
1,046.73MELILow:RGTI
-91.55RGTIDetails
Price/Book
12.94
High:MA
60.24MALow:STAG
2.12STAGDetails
Price/Sales
9.7
High:RGTI
923.43RGTILow:01211.HK
1.1501211.HKDetails
Price/CF
31
High:PLTR
214.31PLTRLow:MELI
11.2MELIDetails
Price/FCF
67.69
High:MAA
2,924.9MAALow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.08% | Nov 2021 | Jul 2024 | 32 |
-12.16% | Feb 2025 | Jul 2025 | 5 |
-10.73% | Sep 2020 | Nov 2020 | 2 |
-6.85% | Feb 2026 | Apr 2026 | 2 |
-5.2% | Sep 2021 | Oct 2021 | 1 |
-3.22% | Nov 2025 | Jan 2026 | 2 |
-2.07% | May 2021 | Jul 2021 | 2 |
-1.91% | Aug 2024 | Sep 2024 | 1 |
-1.13% | Feb 2021 | Mar 2021 | 1 |
-0.54% | Dec 2024 | Jan 2025 | 1 |