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+1.18%
This Month
+20.19%
Year To Date
+72.54%
2 Years
+101.11%
5 Years
+169.65%
10 Years
+20.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.04%
- 💵 Cash18.45%
- 🪙 Cryptocurrencies14.25%
- 🚗 Consumer Durables11.02%
- 💻 Electronic Technology6.05%
- 🖥️ Technology Services4.9%
- 💰 Finance4.03%
- 🛍️ Retail Trade2.67%
- 🍞 Consumer Non Durables0.71%
- 🛠️ Producer Manufacturing0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.36%
- 🇺🇸 Nasdaq33.14%
- 🌍 Digital Currency14.25%
- 🇭🇰 Hong Kong Exchanges1.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.75%
- 🇨🇳 China1.73%
- 🇺🇾 Uruguay1.37%
Dividends
Dividend Yield
0.15%
14 out of 46 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MAA (4.18%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.1/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
1.39
1.39
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
1.39
1.39
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
50.88
High:
PLTR
411.79PLTRLow:
RGTI
-20.03RGTIDetails
PEG Ratio
225.92
High:
V
1,180.28VLow:
1810.HK
17.581810.HKDetails
Price/Book
15.36
High:PLTR
63.68PLTRLow:
STAG
2.13STAGDetails
Price/Sales
11.06
High:RGTI
1,129.39RGTILow:
01211.HK
0.9801211.HKDetails
Price/CF
35.55
High:PLTR
258.05PLTRLow:01211.HK
7.8701211.HKDetails
Price/FCF
71.7
High:
PEP
5,253.35PEPLow:
MELI
17.91MELIDetails
P/E Ratio
50.88
High:PLTR
411.79PLTRLow:RGTI
-20.03RGTIDetails
PEG Ratio
225.92
High:V
1,180.28VLow:1810.HK
17.581810.HKDetails
Price/Book
15.36
High:PLTR
63.68PLTRLow:STAG
2.13STAGDetails
Price/Sales
11.06
High:RGTI
1,129.39RGTILow:01211.HK
0.9801211.HKDetails
Price/CF
35.55
High:PLTR
258.05PLTRLow:01211.HK
7.8701211.HKDetails
Price/FCF
71.7
High:PEP
5,253.35PEPLow:MELI
17.91MELIDetails
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 |
-5.2% | Sep 2021 | Oct 2021 | 1 |
-3.22% | Nov 2025 | - | 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 |