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+0.7%
Today
+8.63%
This Month
+5.3%
Year To Date
+179.34%
2 Years
+689.22%
5 Years
+29.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash68.15%
- 🪙 Cryptocurrencies51.48%
- 💰 Finance0.63%
- 👥 Copy Trading0.55%
- 💻 Electronic Technology0.01%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency51.48%
- 🇺🇸 Nasdaq1.03%
- 🇺🇸 NYSE0.14%
- 🇫🇷 Euronext Paris0%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.13%
- 🇺🇾 Uruguay0.04%
- 🇨🇳 China0.01%
- 🇫🇷 France0%
- 🇮🇪 Ireland0%
- 🇳🇱 Netherlands0%
- 🇱🇺 Luxembourg0%
Dividends
Dividend Yield
0%
1 out of 22 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: MarianoPardo (0.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MarianoPardo | 0% | 0.41% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0700.HK (MarianoPardo) | Pay Day | May 30, 2025 | $0.58 |
 NKE (MarianoPardo) | Ex-Dividend | Jun 2, 2025 | $0.40 |
 V (MarianoPardo) | Pay Day | Jun 2, 2025 | $0.59 |
 QCOM (MarianoPardo) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 BKNG (MarianoPardo) | Ex-Dividend | Jun 6, 2025 | $9.60 |
 GOOG (MarianoPardo) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 MSFT (MarianoPardo) | Pay Day | Jun 12, 2025 | $0.83 |
GOOG (MarianoPardo) | Pay Day | Jun 16, 2025 | $0.21 |
 LUV (MarianoPardo) | Ex-Dividend | Jun 18, 2025 | $0.18 |
 DIS (MarianoPardo) | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM (MarianoPardo) | Pay Day | Jun 26, 2025 | $0.89 |
BKNG (MarianoPardo) | Pay Day | Jun 30, 2025 | $9.60 |
NKE (MarianoPardo) | Pay Day | Jul 1, 2025 | $0.40 |
 JPM (MarianoPardo) | Ex-Dividend | Jul 3, 2025 | $1.40 |
LUV (MarianoPardo) | Pay Day | Jul 9, 2025 | $0.18 |
DIS (MarianoPardo) | Pay Day | Jul 23, 2025 | $0.50 |
JPM (MarianoPardo) | Pay Day | Jul 31, 2025 | $1.40 |
Performance Metrics
Score 7/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
18.82
18.82
-2
0
2
19
19
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
18.82
18.82
-2
0
2
19
19
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
50.35
High:
COIN
48.98COINLow:
PLUG
-0.36PLUGDetails
PEG Ratio
946.96
High:COIN
961.77COINLow:PLUG
-7.29PLUGDetails
Price/Book
6.34
High:COIN
6.36COINLow:PLUG
0.43PLUGDetails
Price/Sales
10.22
High:COIN
10.25COINLow:PLUG
1.21PLUGDetails
Price/CF
14.39
High:
03690.HK
14.8703690.HKLow:COIN
14.39COINDetails
Price/FCF
14.4
High:03690.HK
387.8103690.HKLow:COIN
14.39COINDetails
P/E Ratio
50.35
High:COIN
48.98COINLow:PLUG
-0.36PLUGDetails
PEG Ratio
946.96
High:COIN
961.77COINLow:PLUG
-7.29PLUGDetails
Price/Book
6.34
High:COIN
6.36COINLow:PLUG
0.43PLUGDetails
Price/Sales
10.22
High:COIN
10.25COINLow:PLUG
1.21PLUGDetails
Price/CF
14.39
High:03690.HK
14.8703690.HKLow:COIN
14.39COINDetails
Price/FCF
14.4
High:03690.HK
387.8103690.HKLow:COIN
14.39COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.51% | Nov 2021 | Feb 2024 | 27 |
-38.63% | Jan 2018 | Nov 2020 | 34 |
-20.59% | Apr 2024 | Nov 2024 | 7 |
-13.42% | May 2021 | Aug 2021 | 3 |
-12.12% | Feb 2025 | - | 4 |
-7.2% | Sep 2021 | Oct 2021 | 1 |
-5.4% | Sep 2017 | Nov 2017 | 2 |
-3.99% | Jul 2017 | Aug 2017 | 1 |
-2.65% | Dec 2024 | Jan 2025 | 1 |