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+0.2%
This Month
+16.38%
Year To Date
+27.46%
2 Years
+53.42%
5 Years
+201.49%
10 Years
+12.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs27.61%
- 🍞 Consumer Non Durables16.38%
- 💰 Finance15.36%
- 🖥️ Technology Services10.32%
- 💼 Commercial Services8.65%
- 🪙 Cryptocurrencies8.24%
- 💻 Electronic Technology7.51%
- ⚡ Utilities4.17%
- 💵 Cash2.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.1%
- 🇺🇸 NYSE28.02%
- 🇬🇧 LSE16.2%
- 🇪🇸 Bolsa De Madrid10.68%
- 🌍 Digital Currency8.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.45%
- 🇨🇦 Canada17.5%
- 🇪🇸 Spain10.68%
- 🇬🇧 United Kingdom7.76%
Dividends
Dividend Yield
1.32%
8 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (5.58%)
Performance Metrics
Score 7/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
5.55
5.55
-2
0
2
6
6
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
5.55
5.55
-2
0
2
6
6
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.7
High:
SHOP
117.09SHOPLow:
GCO.MC
8.7GCO.MCDetails
PEG Ratio
142.57
High:SHOP
419.88SHOPLow:
BATS.L
25.29BATS.LDetails
Price/Book
11.98
High:
AAPL
55.54AAPLLow:GCO.MC
0.95GCO.MCDetails
Price/Sales
8.22
High:SHOP
19.63SHOPLow:GCO.MC
0.96GCO.MCDetails
Price/CF
22.51
High:SHOP
101.93SHOPLow:
BBVA.MC
2.13BBVA.MCDetails
Price/FCF
44.68
High:
PEP
5,253.35PEPLow:BBVA.MC
2.39BBVA.MCDetails
P/E Ratio
32.7
High:SHOP
117.09SHOPLow:GCO.MC
8.7GCO.MCDetails
PEG Ratio
142.57
High:SHOP
419.88SHOPLow:BATS.L
25.29BATS.LDetails
Price/Book
11.98
High:AAPL
55.54AAPLLow:GCO.MC
0.95GCO.MCDetails
Price/Sales
8.22
High:SHOP
19.63SHOPLow:GCO.MC
0.96GCO.MCDetails
Price/CF
22.51
High:SHOP
101.93SHOPLow:BBVA.MC
2.13BBVA.MCDetails
Price/FCF
44.68
High:PEP
5,253.35PEPLow:BBVA.MC
2.39BBVA.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.91% | Mar 2018 | Apr 2019 | 13 |
-10.29% | Jan 2022 | Jul 2023 | 18 |
-9.23% | Aug 2023 | Nov 2023 | 3 |
-8.44% | Apr 2024 | Nov 2024 | 7 |
-3.89% | Sep 2020 | Nov 2020 | 2 |
-3.06% | Aug 2019 | Oct 2019 | 2 |
-2.32% | Sep 2021 | Oct 2021 | 1 |
-2.24% | Mar 2025 | May 2025 | 2 |
-2.19% | Feb 2020 | Mar 2020 | 1 |
-1.98% | Feb 2021 | Apr 2021 | 2 |
-1.6% | May 2021 | Jul 2021 | 2 |
-1.44% | May 2019 | Jun 2019 | 1 |
-1.44% | Jan 2024 | Feb 2024 | 1 |
-0.57% | Oct 2025 | - | 3 |
-0.47% | Jul 2025 | Aug 2025 | 1 |