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+4.96%
This Month
+15.57%
Year To Date
+65.9%
2 Years
+96.47%
5 Years
+213.34%
10 Years
+17.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology50.7%
- 📊 ETFs13.2%
- 💰 Finance11.58%
- 🖥️ Technology Services8.99%
- ⛏️ Energy Minerals3.85%
- 🪨 Non Energy Minerals3.06%
- 🪙 Cryptocurrencies2.79%
- 🛍️ Retail Trade2.33%
- 💹 Forex1.33%
- 🧩 Miscellaneous0.89%
- ❓ Other0.51%
- 💵 Cash0.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.1%
- 🇺🇸 NYSE31.63%
- 🇬🇧 LSE24.99%
- 🌍 Digital Currency2.79%
- 🌍 FX1.33%
- 🇺🇸 Chicago Board Options Exchange1.12%
- 🇩🇪 FRA0.76%
- Regular Trading Hours - RTH0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.78%
- 🇬🇧 United Kingdom24.99%
- 🇹🇼 Taiwan4.71%
- 🇳🇱 Netherlands3.35%
- 🇺🇾 Uruguay2.33%
- 🇰🇾 Cayman Islands2.08%
- 🇧🇷 Brazil2.04%
- 🇩🇪 Germany0.76%
- 🇨🇦 Canada0.47%
Dividends
Dividend Yield
0.86%
18 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (6.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.16% | 5.21% | $3.09 |
 RR.L | 0.16% | 0.62% | - |
 MAIN | 0.14% | 5.29% | $2.85 |
 PBR.A | 0.12% | 6.01% | $2.21 |
 SPG | 0.06% | 3.96% | $7.75 |
 XOM | 0.05% | 2.55% | $3.76 |
 AVGO | 0.04% | 0.61% | $19.7 |
 TSM | 0.03% | 0.71% | $1.74 |
 EQIX | 0.03% | 1.89% | $16.19 |
 URI | 0.02% | 0.65% | $6.22 |
 NVDA | 0.01% | 0.13% | $0.02 |
 MSFT | 0.01% | 0.72% | $3 |
 RHM.DE | 0.01% | 1.01% | $5.7 |
 MLM | 0.01% | 0.6% | $2.96 |
 GOOGL | 0% | 0.25% | $0.2 |
 ASML | 0% | 0.42% | $5.57 |
 AAPL | 0% | 0.35% | $0.97 |
 CCJ | 0% | 0.18% | $0.09 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
1.55
1.55
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
1.55
1.55
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.07
High:
CRDO
103.96CRDOLow:
WYFI
-4,502.35WYFIDetails
PEG Ratio
-587.68
High:URI
2,011.8URILow:WYFI
-59,173.71WYFIDetails
Price/Book
16.92
High:WYFI
521.6WYFILow:PBR.A
1.18PBR.ADetails
Price/Sales
14.12
High:WYFI
2,171.43WYFILow:PBR.A
1.1PBR.ADetails
Price/CF
31.45
High:WYFI
1,109.84WYFILow:PBR.A
3.54PBR.ADetails
Price/FCF
50.14
High:MAIN
664.56MAINLow:
MELI
10.23MELIDetails
P/E Ratio
33.07
High:CRDO
103.96CRDOLow:WYFI
-4,502.35WYFIDetails
PEG Ratio
-587.68
High:URI
2,011.8URILow:WYFI
-59,173.71WYFIDetails
Price/Book
16.92
High:WYFI
521.6WYFILow:PBR.A
1.18PBR.ADetails
Price/Sales
14.12
High:WYFI
2,171.43WYFILow:PBR.A
1.1PBR.ADetails
Price/CF
31.45
High:WYFI
1,109.84WYFILow:PBR.A
3.54PBR.ADetails
Price/FCF
50.14
High:MAIN
664.56MAINLow:MELI
10.23MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.68% | Nov 2021 | Feb 2024 | 27 |
-29.46% | Feb 2020 | May 2020 | 3 |
-21.64% | Nov 2019 | Jan 2020 | 2 |
-21.28% | Oct 2020 | Jan 2021 | 3 |
-11.43% | Nov 2025 | May 2026 | 6 |
-9.1% | Mar 2021 | Aug 2021 | 5 |
-7.13% | Sep 2021 | Oct 2021 | 1 |
-4.72% | Apr 2024 | Jun 2024 | 2 |
-3.96% | Mar 2025 | May 2025 | 2 |
-3.59% | Jun 2026 | Aug 2026 | 2 |
-3.13% | Jun 2020 | Jul 2020 | 1 |
-2.53% | Jul 2024 | Nov 2024 | 4 |
-1.37% | Dec 2024 | Jan 2025 | 1 |
-0.18% | Aug 2025 | Sep 2025 | 1 |