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+6.3%
This Month
-0.51%
Year To Date
+33.8%
2 Years
+64.96%
5 Years
+64.96%
10 Years
+13.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.7%
- 💰 Finance16.68%
- 🪙 Cryptocurrencies12.71%
- 💵 Cash10.16%
- 🛍️ Retail Trade9.99%
- 🍞 Consumer Non Durables9.3%
- 💼 Commercial Services5.07%
- 💇♀️ Consumer Services4.22%
- 🧬 Health Technology3.14%
- 📊 ETFs2.63%
- 💻 Electronic Technology2.3%
- 🏭 Industrial Services1.22%
- 🚚 Transportation1.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.85%
- 🇺🇸 Nasdaq32.05%
- 🌍 Digital Currency12.71%
- 🇩🇪 FRA3.93%
- 🇫🇷 Euronext Paris2.93%
- 🇭🇰 Hong Kong Exchanges0.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.6%
- 🇺🇾 Uruguay7.08%
- 🇧🇷 Brazil5.12%
- 🇩🇪 Germany3.93%
- 🇨🇦 Canada2.94%
- 🇫🇷 France2.93%
- 🇹🇼 Taiwan1.53%
- 🇨🇳 China0.65%
Dividends
Dividend Yield
1.12%
18 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TEP.PA (8.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TEP.PA | 0.25% | 8.51% | $3.85 |
 WEN | 0.17% | 7.34% | $1 |
 PFE | 0.15% | 6.91% | $1.66 |
 NKE | 0.14% | 3.79% | $1.45 |
 KVUE | 0.07% | 4.43% | $0.8 |
 LW | 0.05% | 3.24% | $1.28 |
 NA9.DE | 0.05% | 1.32% | - |
 MSFT | 0.04% | 0.92% | $3 |
 DPZ | 0.04% | 2.29% | $5.44 |
 CRM | 0.04% | 1.01% | $0.4 |
 V | 0.04% | 0.73% | $2.01 |
 PG | 0.02% | 2.88% | $3.83 |
 META | 0.01% | 0.33% | $1 |
 GPN | 0.01% | 1.25% | $1 |
 TSM | 0.01% | 0.7% | $1.74 |
 WCN | 0.01% | 0.8% | $1.12 |
 9988.HK | 0.01% | 0.88% | $0.98 |
 NVDA | 0% | 0.14% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
0.69
0.69
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
0.69
0.69
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.49
High:
MELI
48.91MELILow:TEP.PA
6.15TEP.PADetails
PEG Ratio
133.82
High:META
401.05METALow:
TMDX
6.68TMDXDetails
Price/Book
4.83
High:NVDA
26.14NVDALow:DPZ
-2.57DPZDetails
Price/Sales
5.76
High:NVDA
20.3NVDALow:TEP.PA
0.3TEP.PADetails
Price/CF
16.94
High:NKE
54.38NKELow:TEP.PA
2.55TEP.PADetails
Price/FCF
44.94
High:9988.HK
2,771.019988.HKLow:TEP.PA
3.92TEP.PADetails
P/E Ratio
23.49
High:MELI
48.91MELILow:TEP.PA
6.15TEP.PADetails
PEG Ratio
133.82
High:META
401.05METALow:TMDX
6.68TMDXDetails
Price/Book
4.83
High:NVDA
26.14NVDALow:DPZ
-2.57DPZDetails
Price/Sales
5.76
High:NVDA
20.3NVDALow:TEP.PA
0.3TEP.PADetails
Price/CF
16.94
High:NKE
54.38NKELow:TEP.PA
2.55TEP.PADetails
Price/FCF
44.94
High:9988.HK
2,771.019988.HKLow:TEP.PA
3.92TEP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.61% | Apr 2022 | Jul 2023 | 15 |
-9.69% | Jan 2026 | - | 7 |
-8.39% | Aug 2023 | Dec 2023 | 4 |
-4.55% | Dec 2024 | Jan 2025 | 1 |
-3.85% | Jun 2024 | Jul 2024 | 1 |
-2.83% | Apr 2024 | May 2024 | 1 |
-2.81% | Oct 2025 | Nov 2025 | 1 |
-1.51% | Feb 2025 | May 2025 | 3 |
-1.03% | Oct 2024 | Nov 2024 | 1 |