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-0.56%
This Month
+15.76%
Year To Date
+58.29%
2 Years
+63.04%
5 Years
+118.49%
10 Years
+11.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.35%
- 🛍️ Retail Trade18.52%
- 💵 Cash18.28%
- 🪙 Cryptocurrencies13.95%
- 💇♀️ Consumer Services9.28%
- 🍞 Consumer Non Durables9.01%
- 💻 Electronic Technology8.46%
- 💰 Finance5.91%
- 🚚 Transportation0.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.01%
- 🌍 Digital Currency13.95%
- 🇫🇷 Euronext Paris8.85%
- 🇺🇸 NYSE8.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.57%
- 🇫🇷 France8.85%
- 🇺🇾 Uruguay4.16%
- 🇸🇬 Singapore1.81%
- 🇹🇼 Taiwan1.39%
- 🇵🇦 Panama0.95%
- 🇨🇳 China0.75%
Dividends
Dividend Yield
0.43%
14 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CPA (5.37%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.3/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-0.59
-0.59
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-0.59
-0.59
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.47
High:
SBUX
52.38SBUXLow:
DKNG
-62.8DKNGDetails
PEG Ratio
704.23
High:
RMS.PA
9,171.41RMS.PALow:DKNG
-168.58DKNGDetails
Price/Book
9.81
High:
AAPL
55.76AAPLLow:SBUX
-11.98SBUXDetails
Price/Sales
6.73
High:
V
16.91VLow:
CPA
1.4CPADetails
Price/CF
21.8
High:RMS.PA
45.67RMS.PALow:CPA
4.49CPADetails
Price/FCF
61.26
High:
PEP
5,253.35PEPLow:
ABNB
16.62ABNBDetails
P/E Ratio
32.47
High:SBUX
52.38SBUXLow:DKNG
-62.8DKNGDetails
PEG Ratio
704.23
High:RMS.PA
9,171.41RMS.PALow:DKNG
-168.58DKNGDetails
Price/Book
9.81
High:AAPL
55.76AAPLLow:SBUX
-11.98SBUXDetails
Price/Sales
6.73
High:V
16.91VLow:CPA
1.4CPADetails
Price/CF
21.8
High:RMS.PA
45.67RMS.PALow:CPA
4.49CPADetails
Price/FCF
61.26
High:PEP
5,253.35PEPLow:ABNB
16.62ABNBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.23% | Nov 2021 | Nov 2024 | 36 |
-29.01% | Oct 2018 | May 2019 | 7 |
-26.98% | Jul 2019 | Dec 2020 | 17 |
-16.21% | Feb 2025 | Jun 2025 | 4 |
-6.13% | Sep 2021 | Oct 2021 | 1 |
-5.86% | Nov 2025 | - | 2 |
-2.63% | Feb 2021 | Mar 2021 | 1 |
-2.06% | Dec 2024 | Jan 2025 | 1 |
-0.7% | May 2021 | Jun 2021 | 1 |
-0.11% | Jul 2021 | Aug 2021 | 1 |