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+3.11%
This Month
+3.11%
Year To Date
+52.89%
2 Years
+114.54%
5 Years
+248.16%
10 Years
+26.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs42.67%
- ❓ Other15.03%
- 🛍️ Retail Trade14.85%
- 💻 Electronic Technology8.52%
- 💇♀️ Consumer Services5.57%
- 🏭 Industrial Services4.6%
- 🧪 Process Industries4.19%
- 🚚 Transportation1.62%
- 📡 Communications1.47%
- 🖥️ Technology Services1.45%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.67%
- 🇺🇸 Nasdaq35.01%
- Regular Trading Hours - RTH22.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.46%
- 🇺🇾 Uruguay5.39%
- 🇨🇳 China3.42%
Dividends
Dividend Yield
0.41%
4 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CMCSA (4.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.7/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
8.86
8.86
-2
0
2
9
9
Omega Ratio
2.28
2.28
0
1
1.5
3
3
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
1.26
1.26
0
0.3
0.6
2
2
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
8.86
8.86
-2
0
2
9
9
Omega Ratio
2.28
2.28
0
1
1.5
3
3
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
1.26
1.26
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
34.06
High:
MELI
49.67MELILow:
BA.RTH
-30.81BA.RTHDetails
PEG Ratio
44.14
High:
VITL
138.15VITLLow:BA.RTH
-189.01BA.RTHDetails
Price/Book
9.46
High:
NVDA
36.4NVDALow:BA.RTH
-8.26BA.RTHDetails
Price/Sales
5.43
High:NVDA
23.3NVDALow:
CMCSA
0.84CMCSADetails
Price/CF
23.97
High:NVDA
54.84NVDALow:CMCSA
3.52CMCSADetails
Price/FCF
69.57
High:
AMZN
225.5AMZNLow:CMCSA
7.2CMCSADetails
P/E Ratio
34.06
High:MELI
49.67MELILow:BA.RTH
-30.81BA.RTHDetails
PEG Ratio
44.14
High:VITL
138.15VITLLow:BA.RTH
-189.01BA.RTHDetails
Price/Book
9.46
High:NVDA
36.4NVDALow:BA.RTH
-8.26BA.RTHDetails
Price/Sales
5.43
High:NVDA
23.3NVDALow:CMCSA
0.84CMCSADetails
Price/CF
23.97
High:NVDA
54.84NVDALow:CMCSA
3.52CMCSADetails
Price/FCF
69.57
High:AMZN
225.5AMZNLow:CMCSA
7.2CMCSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.36% | Apr 2022 | Jun 2023 | 14 |
-9.03% | Aug 2023 | Dec 2023 | 4 |
-6.63% | Dec 2024 | May 2025 | 5 |
-6.61% | Sep 2020 | Nov 2020 | 2 |
-4.67% | Sep 2021 | Oct 2021 | 1 |
-3.12% | Nov 2025 | - | 3 |
-2.85% | Apr 2024 | May 2024 | 1 |
-2.6% | Jan 2022 | Mar 2022 | 2 |
-1.35% | Nov 2021 | Dec 2021 | 1 |