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-9.84%
This Month
-3.45%
Year To Date
+12.73%
2 Years
+2.45%
5 Years
-19.81%
10 Years
-3.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes41.58%
- 🪙 Cryptocurrencies12.18%
- 💻 Electronic Technology8.06%
- 💰 Finance6.69%
- 💵 Cash6.36%
- ⛏️ Energy Minerals5.75%
- 🖥️ Technology Services4.98%
- 🪨 Non Energy Minerals4.09%
- 🌾 Commodities3.96%
- 🛠️ Producer Manufacturing2.77%
- 🧬 Health Technology0.34%
- 🚗 Consumer Durables0.31%
- 🚚 Transportation0.23%
- 🧪 Process Industries0.22%
- 📊 ETFs0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD41.58%
- 🇺🇸 NYSE18.65%
- 🌍 Digital Currency12.18%
- 🇺🇸 Nasdaq9.52%
- 🌍 Commodity3.96%
- 🇨🇭 SIX2.98%
- 🇭🇰 Hong Kong Exchanges0.89%
- 🇩🇪 FRA0.67%
- 🇩🇰 Copenhagen Stock Exchange0.34%
- 🇫🇷 Euronext Paris0.23%
- 🇬🇧 LSE0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.55%
- 🇦🇷 Argentina5.07%
- 🇨🇭 Switzerland2.98%
- 🇧🇷 Brazil2.86%
- 🇪🇸 Spain2.83%
- 🇱🇺 Luxembourg2.45%
- 🇲🇽 Mexico1.25%
- 🇨🇳 China1.05%
- 🇩🇪 Germany0.67%
- 🇩🇰 Denmark0.34%
- 🇫🇷 France0.23%
- 🇬🇧 United Kingdom0.16%
- 🇦🇹 Austria0%
Dividends
Dividend Yield
2.16%
17 out of 53 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 1.71% | 2352.94% | $0.2 |
 TS | 0.08% | 3.17% | $1.2 |
 GGAL | 0.06% | 3.23% | $1.57 |
 CVX | 0.05% | 3.71% | $6.28 |
 SLHN.ZU | 0.05% | 4.13% | $33 |
 SAN | 0.05% | 1.6% | $0.13 |
 HOLN.ZU | 0.04% | 4.51% | $2.8 |
 MSFT | 0.04% | 0.86% | $3 |
 NOVO-B.CO | 0.02% | 4.69% | $9.4 |
 EMBJ | 0.02% | 0.54% | - |
 JPM | 0.01% | 1.95% | $4.4 |
 01211.HK | 0.01% | 1.56% | $3.41 |
 SIKA.ZU | 0.01% | 2.46% | $3.3 |
 HWM | 0% | 0.18% | $0.19 |
 AVGO | 0% | 0.71% | $19.7 |
 GEV | 0% | 0.18% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-8.13
-8.13
-9
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-8.13
-8.13
-9
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.69
High:HWM
70.03HWMLow:
GTLB
-96.49GTLBDetails
PEG Ratio
161.3
High:JPM
1,118.42JPMLow:GTLB
-530.61GTLBDetails
Price/Book
8.15
High:NVDA
28.28NVDALow:
AF.PA
-2.78AF.PADetails
Price/Sales
8.63
High:AVGO
24.3AVGOLow:WDI.DE
0.03WDI.DEDetails
Price/CF
22.34
High:
AML.L
100.75AML.LLow:AF.PA
0.67AF.PADetails
Price/FCF
52.58
High:HOLN.ZU
3,308.54HOLN.ZULow:GGAL
2.08GGALDetails
P/E Ratio
27.69
High:HWM
70.03HWMLow:GTLB
-96.49GTLBDetails
PEG Ratio
161.3
High:JPM
1,118.42JPMLow:GTLB
-530.61GTLBDetails
Price/Book
8.15
High:NVDA
28.28NVDALow:AF.PA
-2.78AF.PADetails
Price/Sales
8.63
High:AVGO
24.3AVGOLow:WDI.DE
0.03WDI.DEDetails
Price/CF
22.34
High:AML.L
100.75AML.LLow:AF.PA
0.67AF.PADetails
Price/FCF
52.58
High:HOLN.ZU
3,308.54HOLN.ZULow:GGAL
2.08GGALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.97% | Mar 2021 | Oct 2025 | 55 |
-9.84% | Mar 2026 | - | 1 |
-7.12% | Jul 2020 | Nov 2020 | 4 |
-4.98% | Nov 2025 | Feb 2026 | 3 |