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+0.59%
This Month
+29.23%
Year To Date
+44.59%
2 Years
+12.19%
5 Years
+613%
10 Years
+21.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services33.97%
- 📊 ETFs19.74%
- 🛍️ Retail Trade16.7%
- 🏥 Health Services5.86%
- 🪨 Non Energy Minerals4.97%
- 💇♀️ Consumer Services4.35%
- 🚗 Consumer Durables4.02%
- 🍞 Consumer Non Durables3.84%
- 💻 Electronic Technology2.37%
- 💼 Commercial Services2.24%
- 🪙 Cryptocurrencies1.29%
- 💵 Cash0.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.87%
- 🇺🇸 NYSE34.37%
- 🇬🇧 LSE6.38%
- 🇭🇰 Hong Kong Exchanges4.43%
- 🇩🇪 FRA4.02%
- 🌍 Digital Currency1.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.56%
- 🇺🇾 Uruguay7.57%
- 🇬🇧 United Kingdom6.38%
- 🇨🇳 China4.43%
- 🇩🇪 Germany4.02%
- 🇨🇦 Canada3.84%
- 🇮🇱 Israel2.49%
- 🇮🇪 Ireland2.03%
Dividends
Dividend Yield
0.77%
11 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.01%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.5/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
10.03
10.03
-2
0
2
11
11
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
10.03
10.03
-2
0
2
11
11
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.72
High:
MELI
52.22MELILow:
Z
-532.58ZDetails
PEG Ratio
146.52
High:
FCX
923.82FCXLow:Z
-701.66ZDetails
Price/Book
7.79
High:
AAPL
56.24AAPLLow:
VOW3.DE
0.31VOW3.DEDetails
Price/Sales
5.18
High:
MSFT
12.22MSFTLow:VOW3.DE
0.16VOW3.DEDetails
Price/CF
20.11
High:Z
47.23ZLow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
52.69
High:
AMZN
225.5AMZNLow:MELI
17.91MELIDetails
P/E Ratio
30.72
High:MELI
52.22MELILow:Z
-532.58ZDetails
PEG Ratio
146.52
High:FCX
923.82FCXLow:Z
-701.66ZDetails
Price/Book
7.79
High:AAPL
56.24AAPLLow:VOW3.DE
0.31VOW3.DEDetails
Price/Sales
5.18
High:MSFT
12.22MSFTLow:VOW3.DE
0.16VOW3.DEDetails
Price/CF
20.11
High:Z
47.23ZLow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
52.69
High:AMZN
225.5AMZNLow:MELI
17.91MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.79% | Jul 2021 | Oct 2025 | 51 |
-44.24% | Feb 2018 | Aug 2020 | 30 |
-38.85% | Jan 2016 | May 2016 | 4 |
-31.83% | Apr 2015 | Dec 2015 | 8 |
-5.7% | Jun 2016 | Jul 2016 | 1 |
-3.22% | Sep 2020 | Nov 2020 | 2 |
-2.15% | Apr 2021 | Jun 2021 | 2 |
-1.64% | Nov 2025 | - | 2 |
-0.92% | Feb 2017 | Mar 2017 | 1 |
-0.91% | Sep 2017 | Oct 2017 | 1 |