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+2.12%
This Month
+4.62%
Year To Date
+46.36%
2 Years
+121.24%
5 Years
+121.24%
10 Years
+32.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.41%
- 💻 Electronic Technology17.31%
- 💰 Finance16.44%
- 📊 ETFs13.78%
- 🛍️ Retail Trade9.35%
- 🧬 Health Technology5.2%
- 🍞 Consumer Non Durables3.32%
- 🧩 Miscellaneous2.43%
- 🪙 Cryptocurrencies1.72%
- 🏥 Health Services1.03%
- 🪨 Non Energy Minerals0.84%
- 💵 Cash0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.19%
- 🇺🇸 NYSE35.92%
- 🌍 Digital Currency1.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.39%
- 🇧🇷 Brazil3.52%
- 🇮🇱 Israel1.73%
- 🇨🇦 Canada1.63%
- 🇺🇾 Uruguay0.93%
- 🇨🇳 China0.71%
Dividends
Dividend Yield
0.52%
15 out of 27 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MRK | 0.14% | 2.66% | $3.04 |
 NKE | 0.06% | 3.8% | $1.45 |
 MSFT | 0.06% | 0.91% | $3 |
 GOOG | 0.04% | 0.24% | $0.2 |
 BAC | 0.04% | 1.83% | $0.96 |
 JPM | 0.03% | 1.74% | $4.4 |
 AXP | 0.03% | 1.02% | $2.6 |
 V | 0.03% | 0.73% | $2.01 |
 UNH | 0.02% | 2.05% | $7.74 |
 MA | 0.02% | 0.63% | $2.46 |
 AAPL | 0.02% | 0.32% | $0.97 |
 NVDA | 0.02% | 0.14% | $0.02 |
 QQQ | 0.01% | 0.4% | - |
 BABA | 0.01% | 0.89% | $0.98 |
 VMC | 0.01% | 0.75% | $1.78 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Jul 31, 2026 | $1.50 |
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
2.74
2.74
0
1
2
3
3
Jensen's Alpha
3.95
3.95
-2
0
2
4.5
4.5
Omega Ratio
2.08
2.08
0
1
1.5
3
3
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
1.05
1.05
0
0.3
0.6
2
2
Calmar Ratio
2.76
2.76
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
2.74
2.74
0
1
2
3
3
Jensen's Alpha
3.95
3.95
-2
0
2
4.5
4.5
Omega Ratio
2.08
2.08
0
1
1.5
3
3
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
1.05
1.05
0
0.3
0.6
2
2
Calmar Ratio
2.76
2.76
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
29.2
High:
MELI
48.91MELILow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-105.91
High:JPM
653.32JPMLow:CRWD
-5,401.66CRWDDetails
Price/Book
10.89
High:MA
69.54MALow:BAC
1.54BACDetails
Price/Sales
9.2
High:CRWD
37.9CRWDLow:UNH
0.86UNHDetails
Price/CF
22.05
High:CRWD
63.19CRWDLow:JPM
5.39JPMDetails
Price/FCF
47.91
High:BABA
1,196.17BABALow:JPM
6.1JPMDetails
P/E Ratio
29.2
High:MELI
48.91MELILow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-105.91
High:JPM
653.32JPMLow:CRWD
-5,401.66CRWDDetails
Price/Book
10.89
High:MA
69.54MALow:BAC
1.54BACDetails
Price/Sales
9.2
High:CRWD
37.9CRWDLow:UNH
0.86UNHDetails
Price/CF
22.05
High:CRWD
63.19CRWDLow:JPM
5.39JPMDetails
Price/FCF
47.91
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 | - | 2 |
-0.34% | Dec 2024 | Jan 2025 | 1 |
-0.13% | May 2023 | Jun 2023 | 1 |