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+11.81%
This Month
+5.37%
Year To Date
+48.98%
2 Years
+97.09%
5 Years
+255.78%
10 Years
+25.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs47.25%
- 🛍️ Retail Trade17.08%
- ❓ Other14.57%
- 🖥️ Technology Services9.63%
- 🏭 Industrial Services6.09%
- 💻 Electronic Technology5.32%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.36%
- 🇺🇸 Nasdaq25.34%
- Regular Trading Hours - RTH17.39%
- 🇺🇸 Chicago Board Options Exchange2.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.35%
- 🇺🇾 Uruguay5.85%
- 🇨🇳 China5.6%
- 🇹🇼 Taiwan5.32%
Dividends
Dividend Yield
0.17%
2 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SLB (2.21%)
Performance Metrics
Score 8.3/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
7.93
7.93
-2
0
2
8
8
Omega Ratio
2.09
2.09
0
1
1.5
3
3
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
7.93
7.93
-2
0
2
8
8
Omega Ratio
2.09
2.09
0
1
1.5
3
3
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
34.21
High:
BIDU
83.8BIDULow:
GDDY
14.04GDDYDetails
PEG Ratio
329.79
High:
MELI
1,046.73MELILow:
BIDU.RTH
13.78BIDU.RTHDetails
Price/Book
6.88
High:GDDY
54.88GDDYLow:BIDU
1.13BIDUDetails
Price/Sales
4.56
High:
TSM
14.3TSMLow:
BABA.RTH
1.95BABA.RTHDetails
Price/CF
18.28
High:BIDU
25BIDULow:
SLB
8.94SLBDetails
Price/FCF
133.16
High:
AMZN
325.85AMZNLow:GDDY
10.73GDDYDetails
P/E Ratio
34.21
High:BIDU
83.8BIDULow:GDDY
14.04GDDYDetails
PEG Ratio
329.79
High:MELI
1,046.73MELILow:BIDU.RTH
13.78BIDU.RTHDetails
Price/Book
6.88
High:GDDY
54.88GDDYLow:BIDU
1.13BIDUDetails
Price/Sales
4.56
High:TSM
14.3TSMLow:BABA.RTH
1.95BABA.RTHDetails
Price/CF
18.28
High:BIDU
25BIDULow:SLB
8.94SLBDetails
Price/FCF
133.16
High:AMZN
325.85AMZNLow:GDDY
10.73GDDYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.36% | Apr 2022 | Jun 2023 | 14 |
-9.64% | Feb 2026 | Apr 2026 | 2 |
-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 | Jan 2026 | 2 |
-2.85% | Apr 2024 | May 2024 | 1 |
-2.6% | Jan 2022 | Mar 2022 | 2 |
-1.35% | Nov 2021 | Dec 2021 | 1 |