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+0.08%
This Month
+34.87%
Year To Date
+73.85%
2 Years
+120.07%
5 Years
+170.96%
10 Years
+20.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.33%
- 📊 ETFs31.79%
- 🖥️ Technology Services24.53%
- 🛍️ Retail Trade6.26%
- 🧬 Health Technology1.59%
- 💇♀️ Consumer Services1.21%
- 🚚 Transportation1.12%
- 🍞 Consumer Non Durables0.76%
- 🏥 Health Services0.34%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.35%
- 🇬🇧 LSE30.52%
- 🇺🇸 NYSE24.31%
- 🇫🇷 Euronext Paris0.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.02%
- 🇬🇧 United Kingdom21.28%
- 🇨🇳 China1.86%
- 🇫🇷 France0.76%
- 🇺🇾 Uruguay0.24%
Dividends
Dividend Yield
0.33%
8 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.56%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
3.86
3.86
-2
0
2
4.5
4.5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
3.86
3.86
-2
0
2
4.5
4.5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.44
1.44
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.52
High:
MELI
49.21MELILow:
CRWD
-399.54CRWDDetails
PEG Ratio
70.14
High:
MSFT
214.2MSFTLow:
UBER
3.94UBERDetails
Price/Book
12.62
High:
RR.L
38.5RR.LLow:
BA
-18.81BADetails
Price/Sales
10.31
High:CRWD
27.79CRWDLow:
UNH
0.71UNHDetails
Price/CF
27.32
High:CRWD
93.46CRWDLow:
MC.PA
11.35MC.PADetails
Price/FCF
56.7
High:
AMZN
225.5AMZNLow:
ADBE
15.76ADBEDetails
P/E Ratio
34.52
High:MELI
49.21MELILow:CRWD
-399.54CRWDDetails
PEG Ratio
70.14
High:MSFT
214.2MSFTLow:UBER
3.94UBERDetails
Price/Book
12.62
High:RR.L
38.5RR.LLow:BA
-18.81BADetails
Price/Sales
10.31
High:CRWD
27.79CRWDLow:UNH
0.71UNHDetails
Price/CF
27.32
High:CRWD
93.46CRWDLow:MC.PA
11.35MC.PADetails
Price/FCF
56.7
High:AMZN
225.5AMZNLow:ADBE
15.76ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.9% | Nov 2021 | May 2024 | 30 |
-4.84% | Mar 2025 | May 2025 | 2 |
-2.5% | Nov 2025 | - | 2 |
-2.38% | Dec 2020 | Jan 2021 | 1 |
-2.09% | Jul 2024 | Sep 2024 | 2 |
-1.69% | Oct 2020 | Nov 2020 | 1 |
-1% | May 2021 | Jun 2021 | 1 |
-0.51% | Mar 2021 | Apr 2021 | 1 |
-0.13% | Sep 2021 | Oct 2021 | 1 |
-0.03% | Oct 2024 | Nov 2024 | 1 |