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-2.45%
This Month
+17.36%
Year To Date
+59.06%
2 Years
+90.18%
5 Years
+90.18%
10 Years
+16.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services47.21%
- 🛍️ Retail Trade28.61%
- 💻 Electronic Technology18.47%
- 👥 Copy Trading2.91%
- 🪨 Non Energy Minerals1.13%
- ⛏️ Energy Minerals0.61%
- 💵 Cash0.47%
- ⚡ Utilities0.45%
- 🪙 Cryptocurrencies0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq94.89%
- 🇺🇸 NYSE2.45%
- 🇬🇧 LSE0.82%
- 🇩🇰 Copenhagen Stock Exchange0.45%
- 🇫🇷 Euronext Paris0.42%
- 🌍 Digital Currency0.24%
- 🇩🇪 FRA0.21%
- 🇪🇸 Bolsa De Madrid0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.01%
- 🇬🇧 United Kingdom0.82%
- 🇨🇭 Switzerland0.57%
- 🇨🇦 Canada0.55%
- 🇩🇰 Denmark0.45%
- 🇩🇪 Germany0.21%
- 🇪🇸 Spain0.14%
- 🇮🇪 Ireland0.14%
- 🇮🇱 Israel0.06%
Dividends
Dividend Yield
0.3%
5 out of 12 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $SHEL.L (3.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.14% | 0.74% | $3 |
 edu-inversor | 0.05% | 1.68% | - |
 AAPL | 0.05% | 0.38% | $0.97 |
 GOOG | 0.04% | 0.27% | $0.2 |
 SHEL.L | 0.02% | 3.99% | $0.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SEE (edu-inversor) | Pay Day | Dec 19, 2025 | $0.20 |
 DPZ (edu-inversor) | Pay Day | Dec 26, 2025 | $1.74 |
 WMT (edu-inversor) | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5.8/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
4.12
4.12
-2
0
2
5
5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
4.12
4.12
-2
0
2
5
5
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.6
High:
AMD
104.17AMDLow:
ORSTED.CO
-44.67ORSTED.CODetails
PEG Ratio
123.38
High:
MSFT
214.2MSFTLow:
AMZN
63.01AMZNDetails
Price/Book
9.99
High:
AAPL
55.76AAPLLow:ORSTED.CO
0.91ORSTED.CODetails
Price/Sales
6.83
High:MSFT
12.16MSFTLow:
LAR
-LARDetails
Price/CF
22.77
High:
TTWO
133.26TTWOLow:ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
67.66
High:TTWO
248.4TTWOLow:
SHEL.L
13.05SHEL.LDetails
P/E Ratio
33.6
High:AMD
104.17AMDLow:ORSTED.CO
-44.67ORSTED.CODetails
PEG Ratio
123.38
High:MSFT
214.2MSFTLow:AMZN
63.01AMZNDetails
Price/Book
9.99
High:AAPL
55.76AAPLLow:ORSTED.CO
0.91ORSTED.CODetails
Price/Sales
6.83
High:MSFT
12.16MSFTLow:LAR
-LARDetails
Price/CF
22.77
High:TTWO
133.26TTWOLow:ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
67.66
High:TTWO
248.4TTWOLow:SHEL.L
13.05SHEL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.57% | Apr 2022 | May 2023 | 13 |
-13.37% | Feb 2025 | Jun 2025 | 4 |
-11.44% | Nov 2021 | Mar 2022 | 4 |
-9.67% | Aug 2023 | Nov 2023 | 3 |
-3.9% | Nov 2025 | - | 2 |
-1.15% | Mar 2024 | May 2024 | 2 |