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-0.47%
Today
+8.16%
This Month
-5.92%
Year To Date
+41.81%
2 Years
+40.31%
5 Years
+7.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.63%
- 🪙 Cryptocurrencies17.85%
- 💵 Cash0.08%
- 🚚 Transportation0.01%
- 🖥️ Technology Services0.01%
- 💇♀️ Consumer Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.5%
- 🌍 Digital Currency17.85%
- 🇺🇸 NYSE9.57%
- 🇫🇷 Euronext Paris0.32%
- 🇭🇰 Hong Kong Exchanges0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.77%
- 🇺🇾 Uruguay2.4%
- 🇨🇳 China0.85%
- 🇮🇪 Ireland0.2%
- 🇫🇷 France0.2%
- 🇳🇱 Netherlands0.13%
- 🇱🇺 Luxembourg0.04%
- 🇨🇦 Canada0%
Dividends
Dividend Yield
0.17%
1 out of 10 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: MarianoPardo (0.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MarianoPardo | 0.17% | 0.45% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0700.HK (MarianoPardo) | Pay Day | May 30, 2025 | $0.58 |
 NKE (MarianoPardo) | Ex-Dividend | Jun 2, 2025 | $0.40 |
 V (MarianoPardo) | Pay Day | Jun 2, 2025 | $0.59 |
 QCOM (MarianoPardo) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 BKNG (MarianoPardo) | Ex-Dividend | Jun 6, 2025 | $9.60 |
 GOOG (MarianoPardo) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 MSFT (MarianoPardo) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (MarianoPardo) | Ex-Dividend | Jun 12, 2025 | $0.95 |
GOOG (MarianoPardo) | Pay Day | Jun 16, 2025 | $0.21 |
 LUV (MarianoPardo) | Ex-Dividend | Jun 18, 2025 | $0.18 |
 DIS (MarianoPardo) | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM (MarianoPardo) | Pay Day | Jun 26, 2025 | $0.89 |
BKNG (MarianoPardo) | Pay Day | Jun 30, 2025 | $9.60 |
NKE (MarianoPardo) | Pay Day | Jul 1, 2025 | $0.40 |
 JPM (MarianoPardo) | Ex-Dividend | Jul 3, 2025 | $1.40 |
LUV (MarianoPardo) | Pay Day | Jul 9, 2025 | $0.18 |
BABA (MarianoPardo) | Pay Day | Jul 10, 2025 | $0.95 |
DIS (MarianoPardo) | Pay Day | Jul 23, 2025 | $0.50 |
JPM (MarianoPardo) | Pay Day | Jul 31, 2025 | $1.40 |
Performance Metrics
Score 3/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-7.63
-7.63
-8
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-7.63
-7.63
-8
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.94
High:
03690.HK
18.2603690.HKLow:
AMC
-4.09AMCDetails
PEG Ratio
3.44
High:03690.HK
11.6503690.HKLow:AMC
-15.69AMCDetails
Price/Book
4.09
High:03690.HK
4.0203690.HKLow:AMC
-1AMCDetails
Price/Sales
2.02
High:
CXAI
3.16CXAILow:AMC
0.38AMCDetails
Price/CF
14.27
High:AMC
47.11AMCLow:
ANGI
5.96ANGIDetails
Price/FCF
335.98
High:03690.HK
387.8103690.HKLow:ANGI
9.69ANGIDetails
P/E Ratio
18.94
High:03690.HK
18.2603690.HKLow:AMC
-4.09AMCDetails
PEG Ratio
3.44
High:03690.HK
11.6503690.HKLow:AMC
-15.69AMCDetails
Price/Book
4.09
High:03690.HK
4.0203690.HKLow:AMC
-1AMCDetails
Price/Sales
2.02
High:CXAI
3.16CXAILow:AMC
0.38AMCDetails
Price/CF
14.27
High:AMC
47.11AMCLow:ANGI
5.96ANGIDetails
Price/FCF
335.98
High:03690.HK
387.8103690.HKLow:ANGI
9.69ANGIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.65% | Sep 2021 | Nov 2024 | 38 |
-22.86% | Feb 2025 | - | 4 |
-10.3% | Sep 2020 | Nov 2020 | 2 |
-5.38% | Dec 2024 | Jan 2025 | 1 |
-2.08% | May 2021 | Jun 2021 | 1 |
-1.78% | Jul 2021 | Aug 2021 | 1 |