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-2%
This Month
-2%
Year To Date
+70.93%
2 Years
+107.23%
5 Years
+107.23%
10 Years
+36.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.26%
- 💰 Finance17.37%
- 💻 Electronic Technology15.39%
- 📊 ETFs14.56%
- 🛍️ Retail Trade9.59%
- 🍞 Consumer Non Durables5.51%
- 🧬 Health Technology4.83%
- 🪙 Cryptocurrencies2.53%
- 🪨 Non Energy Minerals0.96%
- 🏥 Health Services0.86%
- 💵 Cash0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.9%
- 🇺🇸 NYSE37.43%
- 🌍 Digital Currency2.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.08%
- 🇰🇾 Cayman Islands4.43%
- 🇨🇦 Canada2.82%
- 🇮🇱 Israel1.5%
- 🇨🇳 China1.09%
- 🇺🇾 Uruguay0.84%
Dividends
Dividend Yield
0.52%
14 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MRK (3.02%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.9/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
1.67
1.67
0
0.5
1
2
2
Sortino Ratio
3.36
3.36
0
1
2
4
4
Jensen's Alpha
6.57
6.57
-2
0
2
7
7
Omega Ratio
2.74
2.74
0
1
1.5
3
3
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
1.49
1.49
0
0.3
0.6
2
2
Calmar Ratio
3.18
3.18
0
0.3
0.6
4
4
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
1.67
1.67
0
0.5
1
2
2
Sortino Ratio
3.36
3.36
0
1
2
4
4
Jensen's Alpha
6.57
6.57
-2
0
2
7
7
Omega Ratio
2.74
2.74
0
1
1.5
3
3
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
1.49
1.49
0
0.3
0.6
2
2
Calmar Ratio
3.18
3.18
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
33.7
High:
MELI
49.67MELILow:
CRWD
-350.43CRWDDetails
PEG Ratio
186.56
High:
V
1,166.53VLow:
MRK
24.96MRKDetails
Price/Book
11.62
High:
MA
60.55MALow:
BAC
1.36BACDetails
Price/Sales
9.15
High:CRWD
24.37CRWDLow:
UNH
0.71UNHDetails
Price/CF
25.27
High:CRWD
93.46CRWDLow:
NU
8.21NUDetails
Price/FCF
54.73
High:
NKE
947.69NKELow:NU
8.22NUDetails
P/E Ratio
33.7
High:MELI
49.67MELILow:CRWD
-350.43CRWDDetails
PEG Ratio
186.56
High:V
1,166.53VLow:MRK
24.96MRKDetails
Price/Book
11.62
High:MA
60.55MALow:BAC
1.36BACDetails
Price/Sales
9.15
High:CRWD
24.37CRWDLow:UNH
0.71UNHDetails
Price/CF
25.27
High:CRWD
93.46CRWDLow:NU
8.21NUDetails
Price/FCF
54.73
High:NKE
947.69NKELow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.83% | Feb 2025 | Jun 2025 | 4 |
-7.91% | Aug 2023 | Nov 2023 | 3 |
-4.56% | Apr 2024 | May 2024 | 1 |
-2.01% | Dec 2025 | - | 2 |
-0.34% | Dec 2024 | Jan 2025 | 1 |
-0.13% | May 2023 | Jun 2023 | 1 |