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-5.51%
This Month
-0.23%
Year To Date
+26.96%
2 Years
+40.19%
5 Years
+50.1%
10 Years
+7.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade34.03%
- 💻 Electronic Technology21.61%
- 🧩 Miscellaneous21.29%
- 🖥️ Technology Services12.45%
- 🚗 Consumer Durables10.4%
- ❓ Other0.19%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq78.49%
- 🇺🇸 NYSE21.29%
- Regular Trading Hours - RTH0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.29%
- 🇺🇾 Uruguay10.21%
Dividends
Dividend Yield
0.38%
3 out of 7 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.98%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
Performance Metrics
Score 3.6/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-3.75
-3.75
-4
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-3.75
-3.75
-4
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.56
High:
TSLA
382.29TSLALow:MSFT
25.49MSFTDetails
PEG Ratio
102.23
High:
AAPL
130.22AAPLLow:
AMZN
85.31AMZNDetails
Price/Book
11.64
High:AAPL
42.87AAPLLow:AMZN
6.18AMZNDetails
Price/Sales
6.77
High:TSLA
15.13TSLALow:
MELI
2.61MELIDetails
Price/CF
20.45
High:TSLA
79.58TSLALow:MELI
9.01MELIDetails
Price/FCF
53.69
High:AMZN
325.85AMZNLow:MELI
10.23MELIDetails
P/E Ratio
34.56
High:TSLA
382.29TSLALow:MSFT
25.49MSFTDetails
PEG Ratio
102.23
High:AAPL
130.22AAPLLow:AMZN
85.31AMZNDetails
Price/Book
11.64
High:AAPL
42.87AAPLLow:AMZN
6.18AMZNDetails
Price/Sales
6.77
High:TSLA
15.13TSLALow:MELI
2.61MELIDetails
Price/CF
20.45
High:TSLA
79.58TSLALow:MELI
9.01MELIDetails
Price/FCF
53.69
High:AMZN
325.85AMZNLow:MELI
10.23MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.6% | Sep 2021 | Feb 2024 | 29 |
-14.93% | Nov 2025 | May 2026 | 6 |
-12.63% | Feb 2025 | Jun 2025 | 4 |
-5.51% | Jun 2026 | - | 1 |
-3.64% | Jan 2021 | Apr 2021 | 3 |
-3.39% | Sep 2020 | Nov 2020 | 2 |
-3.18% | Apr 2024 | May 2024 | 1 |
-2.86% | May 2021 | Jul 2021 | 2 |
-1.48% | Jun 2020 | Jul 2020 | 1 |
-1.21% | Jul 2025 | Aug 2025 | 1 |
-1.02% | Oct 2024 | Nov 2024 | 1 |