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+1.37%
This Month
+9.73%
Year To Date
+29.81%
2 Years
+38.27%
5 Years
+40.54%
10 Years
+6.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance38.09%
- 🧩 Miscellaneous23.63%
- 💵 Cash15.7%
- 📊 ETFs13.6%
- 🪙 Cryptocurrencies3.08%
- 🍞 Consumer Non Durables2.99%
- 🖥️ Technology Services2.1%
- 🛍️ Retail Trade1.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.98%
- 🇺🇸 Nasdaq18.98%
- 🇬🇧 LSE16.44%
- 🇸🇪 Stockholm Stock Exchange3.23%
- 🌍 Digital Currency3.08%
- 🇺🇸 Chicago Board Options Exchange1.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.24%
- 🇸🇪 Sweden3.23%
- 🇯🇵 Japan2.61%
- 🇮🇱 Israel2.1%
- 🇺🇾 Uruguay1.58%
Dividends
Dividend Yield
0.54%
9 out of 20 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $O (5.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 O | Ex-Dividend | Oct 30, 2026 | $0.27 |
 INVE-A.ST | Ex-Dividend | Nov 8, 2026 | $0.00 |
 MA | Pay Day | Nov 9, 2026 | $0.87 |
 AXP | Pay Day | Nov 10, 2026 | $0.95 |
 V | Ex-Dividend | Nov 11, 2026 | $0.67 |
 IBKR | Ex-Dividend | Dec 1, 2026 | $0.09 |
 PEP | Ex-Dividend | Dec 4, 2026 | $1.48 |
AXP | Ex-Dividend | Jan 9, 2027 | $0.95 |
MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
 MUFG | Ex-Dividend | Apr 1, 2027 | $0.27 |
Performance Metrics
Score 3.8/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-1.21
-1.21
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-1.21
-1.21
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.68
High:
MELI
50.63MELILow:INVE-A.ST
4.62INVE-A.STDetails
PEG Ratio
0.89
High:V
2.16VLow:INVE-A.ST
0INVE-A.STDetails
Price/Book
2.27
High:MA
88.35MALow:INVE-A.ST
1.12INVE-A.STDetails
Price/Sales
3.76
High:V
15.77VLow:PEP
1.78PEPDetails
Price/CF
21.86
High:INVE-A.ST
50.78INVE-A.STLow:IBKR
1.78IBKRDetails
Price/FCF
36.48
High:INVE-A.ST
304.42INVE-A.STLow:IBKR
1.8IBKRDetails
P/E Ratio
15.68
High:MELI
50.63MELILow:INVE-A.ST
4.62INVE-A.STDetails
PEG Ratio
0.89
High:V
2.16VLow:INVE-A.ST
0INVE-A.STDetails
Price/Book
2.27
High:MA
88.35MALow:INVE-A.ST
1.12INVE-A.STDetails
Price/Sales
3.76
High:V
15.77VLow:PEP
1.78PEPDetails
Price/CF
21.86
High:INVE-A.ST
50.78INVE-A.STLow:IBKR
1.78IBKRDetails
Price/FCF
36.48
High:INVE-A.ST
304.42INVE-A.STLow:IBKR
1.8IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.07% | Nov 2021 | Jun 2023 | 19 |
-5.58% | Feb 2026 | Apr 2026 | 2 |
-4.93% | Dec 2024 | May 2025 | 5 |
-3.08% | Aug 2024 | Nov 2024 | 3 |
-2.86% | Sep 2026 | - | 2 |
-2.06% | Apr 2024 | May 2024 | 1 |
-1.63% | Sep 2021 | Oct 2021 | 1 |
-1% | Jun 2026 | Jul 2026 | 1 |
-0.38% | Oct 2025 | Nov 2025 | 1 |