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-1.86%
This Month
+14.29%
Year To Date
+29.67%
2 Years
+56.67%
5 Years
+196.06%
10 Years
+12.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs22.85%
- 🖥️ Technology Services19.49%
- 💰 Finance14.61%
- 💵 Cash13.18%
- 🚚 Transportation12.23%
- 🍞 Consumer Non Durables7.55%
- 💻 Electronic Technology7.45%
- ⚡ Utilities4.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.67%
- 🇺🇸 Nasdaq22.84%
- 🇬🇧 LSE15.98%
- 🇪🇸 Bolsa De Madrid14.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.06%
- 🇪🇸 Spain14.89%
- 🇨🇦 Canada8.02%
- 🇬🇧 United Kingdom7.55%
Dividends
Dividend Yield
1.09%
8 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BATS.L (5.88%)
Performance Metrics
Score 7.1/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
5.66
5.66
-2
0
2
6
6
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.02
2.02
0
0.75
1.25
3
3
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
5.66
5.66
-2
0
2
6
6
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.02
2.02
0
0.75
1.25
3
3
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.88
0.88
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.25
High:
AAPL
36.2AAPLLow:
CRWV
-46.49CRWVDetails
PEG Ratio
71.91
High:AAPL
158.43AAPLLow:
UBER
3.1UBERDetails
Price/Book
11.16
High:AAPL
54.11AAPLLow:
GCO.MC
0.96GCO.MCDetails
Price/Sales
7.76
High:CRWV
15.04CRWVLow:GCO.MC
0.97GCO.MCDetails
Price/CF
23.56
High:CRWV
117.12CRWVLow:
BBVA.MC
2.13BBVA.MCDetails
Price/FCF
42.14
High:
GOOGL
46.65GOOGLLow:BBVA.MC
2.39BBVA.MCDetails
P/E Ratio
29.25
High:AAPL
36.2AAPLLow:CRWV
-46.49CRWVDetails
PEG Ratio
71.91
High:AAPL
158.43AAPLLow:UBER
3.1UBERDetails
Price/Book
11.16
High:AAPL
54.11AAPLLow:GCO.MC
0.96GCO.MCDetails
Price/Sales
7.76
High:CRWV
15.04CRWVLow:GCO.MC
0.97GCO.MCDetails
Price/CF
23.56
High:CRWV
117.12CRWVLow:BBVA.MC
2.13BBVA.MCDetails
Price/FCF
42.14
High:GOOGL
46.65GOOGLLow: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 |
-2.16% | Oct 2025 | - | 2 |
-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 |
-0.47% | Jul 2025 | Aug 2025 | 1 |