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+11.29%
This Month
+4.64%
Year To Date
+67.58%
2 Years
+48.38%
5 Years
+196.99%
10 Years
+17.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services51.52%
- 🚚 Transportation11.45%
- 🪙 Cryptocurrencies11.02%
- 💇♀️ Consumer Services6.52%
- ❓ Other5.65%
- 🪨 Non Energy Minerals5.5%
- 💰 Finance5.1%
- ⛏️ Energy Minerals2.95%
- 💵 Cash0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.04%
- 🇺🇸 NYSE15.33%
- 🌍 Digital Currency11.02%
- 🇪🇸 Bolsa De Madrid9.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.26%
- 🇪🇸 Spain9.67%
- 🇨🇦 Canada5.1%
Dividends
Dividend Yield
0.65%
7 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ACX.MC (3.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
2.96
2.96
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
2.96
2.96
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.25
High:
BN.US
91.73BN.USLow:
ACX.MC
-84.02ACX.MCDetails
PEG Ratio
176.67
High:
UBER
561.2UBERLow:BN.US
64.09BN.USDetails
Price/Book
8.83
High:
GOOG
9.88GOOGLow:
BKNG
-27.45BKNGDetails
Price/Sales
8.93
High:GOOG
10.3GOOGLow:ACX.MC
0.58ACX.MCDetails
Price/CF
19.58
High:GOOG
23.3GOOGLow:ACX.MC
6.92ACX.MCDetails
Price/FCF
52.45
High:
XOM
79.92XOMLow:ACX.MC
4.65ACX.MCDetails
P/E Ratio
30.25
High:BN.US
91.73BN.USLow:ACX.MC
-84.02ACX.MCDetails
PEG Ratio
176.67
High:UBER
561.2UBERLow:BN.US
64.09BN.USDetails
Price/Book
8.83
High:GOOG
9.88GOOGLow:BKNG
-27.45BKNGDetails
Price/Sales
8.93
High:GOOG
10.3GOOGLow:ACX.MC
0.58ACX.MCDetails
Price/CF
19.58
High:GOOG
23.3GOOGLow:ACX.MC
6.92ACX.MCDetails
Price/FCF
52.45
High:XOM
79.92XOMLow:ACX.MC
4.65ACX.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.86% | Nov 2021 | Oct 2024 | 35 |
-48.52% | May 2019 | Nov 2020 | 18 |
-25.99% | May 2021 | Oct 2021 | 5 |
-10.9% | Oct 2025 | - | 7 |
-6.91% | Feb 2025 | Jun 2025 | 4 |