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-9.23%
This Month
-27.93%
Year To Date
+15.23%
2 Years
-10.77%
5 Years
-10.77%
10 Years
-2.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance63.32%
- 🖥️ Technology Services11.29%
- 💵 Cash9.59%
- 💻 Electronic Technology7.65%
- 🪙 Cryptocurrencies7.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.05%
- 🇺🇸 NYSE32.46%
- 🌍 Digital Currency7.14%
- 🇨🇭 SIX2.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.05%
- 🇧🇷 Brazil29.74%
- 🇨🇭 Switzerland5.46%
Dividends
Dividend Yield
0.22%
4 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UBSG.ZU (2.27%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
1.63
1.63
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-10.91
-10.91
-11
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.63
1.63
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-10.91
-10.91
-11
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.22
High:
MU
47.02MULow:
UBSG.ZU
16.1UBSG.ZUDetails
PEG Ratio
157.59
High:
SOFI
377.37SOFILow:MU
11.46MUDetails
Price/Book
7.43
High:MU
15.51MULow:UBSG.ZU
1.57UBSG.ZUDetails
Price/Sales
9.44
High:MU
19.57MULow:UBSG.ZU
1.9UBSG.ZUDetails
Price/CF
15.64
High:
UBS
24.18UBSLow:
NU
8.55NUDetails
Price/FCF
46.43
High:UBS
541.43UBSLow:NU
8.56NUDetails
P/E Ratio
27.22
High:MU
47.02MULow:UBSG.ZU
16.1UBSG.ZUDetails
PEG Ratio
157.59
High:SOFI
377.37SOFILow:MU
11.46MUDetails
Price/Book
7.43
High:MU
15.51MULow:UBSG.ZU
1.57UBSG.ZUDetails
Price/Sales
9.44
High:MU
19.57MULow:UBSG.ZU
1.9UBSG.ZUDetails
Price/CF
15.64
High:UBS
24.18UBSLow:NU
8.55NUDetails
Price/FCF
46.43
High:UBS
541.43UBSLow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.46% | Nov 2021 | Nov 2024 | 36 |
-37.21% | Oct 2025 | - | 9 |
-27.26% | Dec 2024 | Aug 2025 | 8 |
-7.75% | Sep 2021 | Oct 2021 | 1 |