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+0.45%
This Month
+0.45%
Year To Date
+69.37%
2 Years
+25%
5 Years
+26.51%
10 Years
+4.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash26.2%
- 🪙 Cryptocurrencies24.25%
- 🖥️ Technology Services19.45%
- 💻 Electronic Technology8.17%
- 🛍️ Retail Trade7.86%
- 💰 Finance5.87%
- 📊 ETFs3.52%
- 🚗 Consumer Durables3.23%
- 💇♀️ Consumer Services2.42%
- 🏥 Health Services1.25%
- 💼 Commercial Services0.7%
- 🪨 Non Energy Minerals0.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.66%
- 🌍 Digital Currency24.25%
- 🇺🇸 NYSE11.11%
- 🇬🇧 LSE0.53%
- 🇩🇪 Xetra ETFs0.39%
- 🇭🇰 Hong Kong Exchanges0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.16%
- 🇺🇾 Uruguay4.85%
- 🇨🇳 China0.95%
Dividends
Dividend Yield
0.17%
13 out of 37 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.39%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-9.84
-9.84
-10
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-9.84
-9.84
-10
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.5
High:
TSLA
288.29TSLALow:
NET
-621.65NETDetails
PEG Ratio
225.35
High:
V
1,170.87VLow:
INTC
-606.5INTCDetails
Price/Book
12.67
High:
AAPL
51.38AAPLLow:
DIS
1.79DISDetails
Price/Sales
9.15
High:NET
32.08NETLow:
FTRE
0.55FTREDetails
Price/CF
25.06
High:FTRE
511.94FTRELow:
BYD
7.26BYDDetails
Price/FCF
54.51
High:
BABA
1,196.17BABALow:FTRE
4.69FTREDetails
P/E Ratio
35.5
High:TSLA
288.29TSLALow:NET
-621.65NETDetails
PEG Ratio
225.35
High:V
1,170.87VLow:INTC
-606.5INTCDetails
Price/Book
12.67
High:AAPL
51.38AAPLLow:DIS
1.79DISDetails
Price/Sales
9.15
High:NET
32.08NETLow:FTRE
0.55FTREDetails
Price/CF
25.06
High:FTRE
511.94FTRELow:BYD
7.26BYDDetails
Price/FCF
54.51
High:BABA
1,196.17BABALow:FTRE
4.69FTREDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.41% | Nov 2021 | Jul 2025 | 44 |
-8.24% | Sep 2021 | Oct 2021 | 1 |
-5.86% | Nov 2025 | - | 3 |
-4.73% | Feb 2021 | Jun 2021 | 4 |
-1.94% | Jul 2021 | Aug 2021 | 1 |