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+1.24%
This Month
+38.55%
Year To Date
+83.37%
2 Years
+120.64%
5 Years
+173.54%
10 Years
+17.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology57.26%
- 💰 Finance12.2%
- 🖥️ Technology Services7.93%
- 📊 ETFs6.25%
- 🪙 Cryptocurrencies4.57%
- ⛏️ Energy Minerals3.89%
- 🛍️ Retail Trade3.51%
- 🪨 Non Energy Minerals3.2%
- 💵 Cash2.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.85%
- 🇺🇸 NYSE30.12%
- 🇬🇧 LSE24.26%
- 🌍 Digital Currency4.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.61%
- 🇬🇧 United Kingdom24.26%
- 🇹🇼 Taiwan4.58%
- 🇺🇾 Uruguay3.51%
- 🇧🇷 Brazil2.03%
Dividends
Dividend Yield
1.15%
14 out of 22 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (10.03%)
Dividend Yield Breakdown
Performance Metrics
Score 5.9/10
Beta
1.34
1.34
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
2.54
2.54
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.34
1.34
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
2.54
2.54
-2
0
2
4.5
4.5
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.28
High:
AVGO
99.7AVGOLow:
CRWD
-405.28CRWDDetails
PEG Ratio
278.83
High:
O
2,996.38OLow:
RR.L
10.79RR.LDetails
Price/Book
19.19
High:
AAPL
55.86AAPLLow:
PBR.A
0.93PBR.ADetails
Price/Sales
14.94
High:
RGTI
1,219.17RGTILow:PBR.A
0.86PBR.ADetails
Price/CF
36.24
High:
SMCI
95.45SMCILow:PBR.A
2.33PBR.ADetails
Price/FCF
59.67
High:
URI
313.66URILow:
MELI
17.91MELIDetails
P/E Ratio
41.28
High:AVGO
99.7AVGOLow:CRWD
-405.28CRWDDetails
PEG Ratio
278.83
High:O
2,996.38OLow:RR.L
10.79RR.LDetails
Price/Book
19.19
High:AAPL
55.86AAPLLow:PBR.A
0.93PBR.ADetails
Price/Sales
14.94
High:RGTI
1,219.17RGTILow:PBR.A
0.86PBR.ADetails
Price/CF
36.24
High:SMCI
95.45SMCILow:PBR.A
2.33PBR.ADetails
Price/FCF
59.67
High:URI
313.66URILow:MELI
17.91MELIDetails
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 |
-9.1% | Mar 2021 | Aug 2021 | 5 |
-8.56% | Nov 2025 | - | 2 |
-7.13% | Sep 2021 | Oct 2021 | 1 |
-4.72% | Apr 2024 | Jun 2024 | 2 |
-3.96% | Mar 2025 | May 2025 | 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 |