Loading...
-1.31%
This Month
+17.58%
Year To Date
+43.12%
2 Years
+27.44%
5 Years
+184.8%
10 Years
+18.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.64%
- 🪙 Cryptocurrencies13.39%
- 💻 Electronic Technology11.7%
- 🛍️ Retail Trade8.59%
- 💰 Finance5.6%
- 🧩 Miscellaneous4.26%
- 🧬 Health Technology4.12%
- 💼 Commercial Services3.81%
- 🏥 Health Services3.19%
- 🏭 Industrial Services1.62%
- 📊 ETFs1.54%
- 💵 Cash0.82%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.99%
- 🇺🇸 NYSE30.79%
- 🌍 Digital Currency13.39%
- 🇬🇧 LSE3.95%
- 🇩🇪 Xetra ETFs1.85%
- 🇭🇰 Hong Kong Exchanges0.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.43%
- 🇺🇾 Uruguay1.88%
- 🇨🇳 China0.94%
Dividends
Dividend Yield
0.32%
16 out of 38 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.07% | 2.17% | $7.74 |
 MSFT | 0.05% | 0.7% | $3 |
 SPGI | 0.03% | 0.89% | $3.62 |
 WM | 0.03% | 1.59% | $2.9 |
 META | 0.02% | 0.3% | $1 |
 MA | 0.02% | 0.57% | $2.46 |
 NVDA | 0.02% | 0.24% | $0.02 |
 AVGO | 0.02% | 0.77% | $19.7 |
 GOOG | 0.01% | 0.26% | $0.2 |
 TMO | 0.01% | 0.27% | $1.48 |
 V | 0.01% | 0.66% | $2.01 |
 ORCL | 0.01% | 1.5% | $1.6 |
 AAPL | 0.01% | 0.31% | $0.97 |
 9988.HK | 0% | 0.98% | $0.98 |
 BABA | 0% | 0.95% | $0.98 |
 BTEE.L | 0% | 0.3% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Oct 23, 2026 | $0.50 |
MA | Pay Day | Nov 9, 2026 | $0.87 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
SPGI | Ex-Dividend | Nov 26, 2026 | $0.97 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
WM | Ex-Dividend | Dec 11, 2026 | $0.94 |
UNH | Ex-Dividend | Dec 14, 2026 | $2.21 |
TMO | Ex-Dividend | Dec 15, 2026 | $0.47 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
ORCL | Ex-Dividend | Jan 9, 2027 | $0.50 |
9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 6/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
2.78
2.78
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
2.78
2.78
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.02
High:
PANW
793.68PANWLow:
MSTR
-1.69MSTRDetails
PEG Ratio
45.04
High:
NOW
441NOWLow:GOOG
0.15GOOGDetails
Price/Book
9.94
High:MA
88.35MALow:9988.HK
1.669988.HKDetails
Price/Sales
8.94
High:MSTR
116.32MSTRLow:UNH
0.76UNHDetails
Price/CF
20.97
High:MSTR
7,511.07MSTRLow:
MELI
8.38MELIDetails
Price/FCF
54.27
High:9988.HK
2,771.019988.HKLow:MELI
9.64MELIDetails
P/E Ratio
27.02
High:PANW
793.68PANWLow:MSTR
-1.69MSTRDetails
PEG Ratio
45.04
High:NOW
441NOWLow:GOOG
0.15GOOGDetails
Price/Book
9.94
High:MA
88.35MALow:9988.HK
1.669988.HKDetails
Price/Sales
8.94
High:MSTR
116.32MSTRLow:UNH
0.76UNHDetails
Price/CF
20.97
High:MSTR
7,511.07MSTRLow:MELI
8.38MELIDetails
Price/FCF
54.27
High:9988.HK
2,771.019988.HKLow:MELI
9.64MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.52% | Nov 2021 | Nov 2024 | 36 |
-16.62% | Feb 2025 | Jul 2025 | 5 |
-13.14% | Nov 2025 | May 2026 | 6 |
-11.23% | May 2021 | Aug 2021 | 3 |
-7.46% | Sep 2021 | Oct 2021 | 1 |
-5.11% | Jun 2026 | Jul 2026 | 1 |
-3.72% | Mar 2020 | Apr 2020 | 1 |
-2.38% | Sep 2020 | Oct 2020 | 1 |
-2% | Dec 2024 | Jan 2025 | 1 |
-1.31% | Oct 2026 | - | 1 |