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+1.64%
This Month
+11.5%
Year To Date
-6.97%
2 Years
-6.97%
5 Years
-6.97%
10 Years
-4.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.21%
- 📊 ETFs22%
- 🛍️ Retail Trade18.55%
- 🪙 Cryptocurrencies11.86%
- 💻 Electronic Technology7.31%
- 🖥️ Technology Services0.92%
- 💵 Cash0.1%
- 💰 Finance0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.16%
- 🇺🇸 NYSE29%
- 🌍 Commodity13.17%
- 🌍 Digital Currency11.87%
- 🇫🇷 Euronext Paris0.98%
- 🇬🇧 LSE0.25%
- 🇦🇪 Dubai Financial Market0.21%
- 🇮🇹 Borsa Italiana0.18%
- 🇨🇭 SIX0.08%
- 🇩🇪 FRA0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.84%
- 🇬🇧 United Kingdom1.22%
- 🇫🇷 France0.98%
- 🇮🇱 Israel0.57%
- 🇹🇼 Taiwan0.48%
- 🇲🇽 Mexico0.25%
- 🇸🇬 Singapore0.24%
- 🇨🇦 Canada0.23%
- 🇺🇾 Uruguay0.22%
- 🇳🇱 Netherlands0.22%
- 🇨🇭 Switzerland0.19%
- 🇮🇹 Italy0.18%
- 🇧🇷 Brazil0.03%
- 🇩🇪 Germany0.02%
Dividends
Dividend Yield
0.27%
7 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (2.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WMT | 0.15% | 0.78% | $0.81 |
 triangulacapital | 0.07% | 2.01% | - |
 StanleyDruck13F | 0.03% | 0.28% | - |
 brirap | 0.03% | 0.34% | - |
 NVDA | 0% | 0.02% | $0.02 |
 Icogada2005 | 0% | 0% | - |
 ITUB | 0% | -0.98% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.7/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-21.43
-21.43
-22
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.39
-0.39
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-21.43
-21.43
-22
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.39
-0.39
-1
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.55
High:WMT
46.81WMTLow:
MSTR
-7.96MSTRDetails
PEG Ratio
265.2
High:WMT
347.62WMTLow:NVDA
56.47NVDADetails
Price/Book
17.29
High:NVDA
28.28NVDALow:MSTR
1.04MSTRDetails
Price/Sales
3.49
High:MSTR
90.21MSTRLow:WMT
1.44WMTDetails
Price/CF
33.16
High:MSTR
7,511.07MSTRLow:ITUB
3.92ITUBDetails
Price/FCF
70.14
High:MSTR
1,187.5MSTRLow:ITUB
6.27ITUBDetails
P/E Ratio
40.55
High:WMT
46.81WMTLow:MSTR
-7.96MSTRDetails
PEG Ratio
265.2
High:WMT
347.62WMTLow:NVDA
56.47NVDADetails
Price/Book
17.29
High:NVDA
28.28NVDALow:MSTR
1.04MSTRDetails
Price/Sales
3.49
High:MSTR
90.21MSTRLow:WMT
1.44WMTDetails
Price/CF
33.16
High:MSTR
7,511.07MSTRLow:ITUB
3.92ITUBDetails
Price/FCF
70.14
High:MSTR
1,187.5MSTRLow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.31% | Dec 2024 | - | 16 |
-1% | Oct 2024 | Nov 2024 | 1 |