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+0.28%
This Month
+9.42%
Year To Date
+47.26%
2 Years
+131.39%
5 Years
+131.39%
10 Years
+32.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.16%
- 💻 Electronic Technology17.82%
- 💰 Finance16.32%
- 📊 ETFs13.36%
- 🛍️ Retail Trade9.31%
- 🧬 Health Technology5.97%
- 🍞 Consumer Non Durables2.8%
- 🧩 Miscellaneous2.37%
- 🪙 Cryptocurrencies2.02%
- 🏥 Health Services0.91%
- 🪨 Non Energy Minerals0.77%
- 💵 Cash0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.85%
- 🇺🇸 NYSE35.94%
- 🌍 Digital Currency2.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.08%
- 🇧🇷 Brazil3.59%
- 🇮🇱 Israel1.42%
- 🇨🇦 Canada1.35%
- 🇺🇾 Uruguay0.96%
- 🇨🇳 China0.66%
Dividends
Dividend Yield
0.5%
15 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (4.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MRK | 0.13% | 2.24% | $3.04 |
 NKE | 0.06% | 4.24% | $1.45 |
 MSFT | 0.06% | 0.73% | $3 |
 GOOG | 0.04% | 0.25% | $0.2 |
 BAC | 0.04% | 1.79% | $0.96 |
 JPM | 0.03% | 1.67% | $4.4 |
 AXP | 0.02% | 1.09% | $2.6 |
 V | 0.02% | 0.69% | $2.01 |
 UNH | 0.02% | 2.25% | $7.74 |
 MA | 0.02% | 0.58% | $2.46 |
 AAPL | 0.02% | 0.33% | $0.97 |
 NVDA | 0.02% | 0.12% | $0.02 |
 QQQ | 0.01% | 0.39% | - |
 BABA | 0.01% | 0.91% | $0.98 |
 VMC | 0.01% | 0.78% | $1.78 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.4/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
1.35
1.35
0
0.5
1
2
2
Sortino Ratio
2.69
2.69
0
1
2
3
3
Jensen's Alpha
4.16
4.16
-2
0
2
5
5
Omega Ratio
2.09
2.09
0
1
1.5
3
3
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
2.69
2.69
0
0.3
0.6
3
3
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
1.35
1.35
0
0.5
1
2
2
Sortino Ratio
2.69
2.69
0
1
2
3
3
Jensen's Alpha
4.16
4.16
-2
0
2
5
5
Omega Ratio
2.09
2.09
0
1
1.5
3
3
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
2.69
2.69
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
28.93
High:
MELI
48.91MELILow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-119.95
High:JPM
653.32JPMLow:CRWD
-5,401.66CRWDDetails
Price/Book
10.89
High:MA
69.54MALow:BAC
1.54BACDetails
Price/Sales
9.24
High:CRWD
37.9CRWDLow:UNH
0.86UNHDetails
Price/CF
22.33
High:CRWD
63.19CRWDLow:JPM
5.39JPMDetails
Price/FCF
48.45
High:BABA
1,196.17BABALow:JPM
6.1JPMDetails
P/E Ratio
28.93
High:MELI
48.91MELILow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-119.95
High:JPM
653.32JPMLow:CRWD
-5,401.66CRWDDetails
Price/Book
10.89
High:MA
69.54MALow:BAC
1.54BACDetails
Price/Sales
9.24
High:CRWD
37.9CRWDLow:UNH
0.86UNHDetails
Price/CF
22.33
High:CRWD
63.19CRWDLow:JPM
5.39JPMDetails
Price/FCF
48.45
High:BABA
1,196.17BABALow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.32% | Dec 2025 | Apr 2026 | 4 |
-9.83% | Feb 2025 | Jun 2025 | 4 |
-7.91% | Aug 2023 | Nov 2023 | 3 |
-4.56% | Apr 2024 | May 2024 | 1 |
-4.02% | Jun 2026 | Aug 2026 | 2 |
-0.34% | Dec 2024 | Jan 2025 | 1 |
-0.13% | May 2023 | Jun 2023 | 1 |