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-1.6%
This Month
-0.71%
Year To Date
+68.87%
2 Years
+98.33%
5 Years
+98.33%
10 Years
+31.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs25.64%
- 🖥️ Technology Services16.73%
- 🚗 Consumer Durables16.1%
- 💻 Electronic Technology15.07%
- 🛍️ Retail Trade10.73%
- 🧬 Health Technology8.22%
- 💰 Finance7.5%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.99%
- 🇺🇸 NYSE44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.8%
- 🇳🇱 Netherlands9.27%
- 🇺🇾 Uruguay2.27%
Dividends
Dividend Yield
0.41%
7 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MRK (2.81%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.6/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
2.8
2.8
0
1
2
3
3
Jensen's Alpha
11.38
11.38
-2
0
2
12
12
Omega Ratio
2.18
2.18
0
1
1.5
3
3
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
1.92
1.92
0
0.3
0.6
2
2
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
1.44
1.44
0
0.5
1
2
2
Sortino Ratio
2.8
2.8
0
1
2
3
3
Jensen's Alpha
11.38
11.38
-2
0
2
12
12
Omega Ratio
2.18
2.18
0
1
1.5
3
3
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
1.92
1.92
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
39.37
High:
TSLA
377.27TSLALow:
MRK
16.53MRKDetails
PEG Ratio
231.66
High:
MELI
997.84MELILow:
MSFT
88.65MSFTDetails
Price/Book
11.11
High:
AAPL
43.77AAPLLow:
SNPS
2.7SNPSDetails
Price/Sales
7.37
High:TSLA
15.15TSLALow:MELI
3.1MELIDetails
Price/CF
28.99
High:TSLA
107.92TSLALow:MELI
11.2MELIDetails
Price/FCF
71.48
High:
AMZN
325.85AMZNLow:MELI
12.83MELIDetails
P/E Ratio
39.37
High:TSLA
377.27TSLALow:MRK
16.53MRKDetails
PEG Ratio
231.66
High:MELI
997.84MELILow:MSFT
88.65MSFTDetails
Price/Book
11.11
High:AAPL
43.77AAPLLow:SNPS
2.7SNPSDetails
Price/Sales
7.37
High:TSLA
15.15TSLALow:MELI
3.1MELIDetails
Price/CF
28.99
High:TSLA
107.92TSLALow:MELI
11.2MELIDetails
Price/FCF
71.48
High:AMZN
325.85AMZNLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.26% | Jan 2025 | Jul 2025 | 6 |
-5.71% | Sep 2023 | Nov 2023 | 2 |
-2.57% | Nov 2025 | Dec 2025 | 1 |
-2.28% | Feb 2026 | - | 2 |
-1.34% | Apr 2024 | May 2024 | 1 |