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0%
This Month
+2.62%
Year To Date
+37.69%
2 Years
+143.5%
5 Years
+143.5%
10 Years
+29.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.6%
- 🧩 Miscellaneous20.49%
- 🛍️ Retail Trade15.01%
- 💻 Electronic Technology12.02%
- 💰 Finance5.6%
- 🚗 Consumer Durables4.24%
- ⚡ Utilities3.79%
- 🧬 Health Technology3.29%
- 🛠️ Producer Manufacturing3.24%
- 🪙 Cryptocurrencies2.88%
- 🍞 Consumer Non Durables1.76%
- 📊 ETFs1.06%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.34%
- 🇺🇸 NYSE25.39%
- 🌍 Digital Currency2.88%
- 🇪🇸 Bolsa De Madrid1.97%
- 🇫🇷 Euronext Paris1.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.24%
- 🇺🇾 Uruguay2.64%
- 🇪🇸 Spain1.97%
- 🇫🇷 France1.41%
- 🇩🇰 Denmark0.29%
Dividends
Dividend Yield
0.56%
16 out of 25 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.1% | 1.04% | - |
 JNJ | 0.07% | 2.25% | $4.81 |
 IBE.MC | 0.05% | 2.77% | $0.45 |
 QQQ | 0.05% | 0.43% | - |
 MSFT | 0.05% | 0.85% | $3 |
 NEE | 0.05% | 2.52% | $1.97 |
 MC.PA | 0.04% | 2.66% | $13 |
 META | 0.03% | 0.31% | $1 |
 CAT | 0.02% | 0.76% | $5.31 |
 GOOG | 0.02% | 0.25% | $0.2 |
 COST | 0.02% | 0.51% | $19.22 |
 AAPL | 0.02% | 0.38% | $0.97 |
 V | 0.02% | 0.8% | $2.01 |
 WMT | 0.02% | 0.77% | $0.81 |
 NVO | 0.01% | 3.04% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Ex-Dividend | May 8, 2026 | $0.25 |
COST | Pay Day | May 15, 2026 | $1.47 |
CAT | Pay Day | May 19, 2026 | $1.51 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
WMT | Pay Day | May 26, 2026 | $0.25 |
IBE.MC | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC | Pay Day | Jun 1, 2026 | $0.01 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
Performance Metrics
Score 8.3/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
2.4
2.4
0
1
2
3
3
Jensen's Alpha
4.63
4.63
-2
0
2
5
5
Omega Ratio
2.2
2.2
0
1
1.5
3
3
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
2.17
2.17
0
0.3
0.6
3
3
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
1.26
1.26
0
0.5
1
2
2
Sortino Ratio
2.4
2.4
0
1
2
3
3
Jensen's Alpha
4.63
4.63
-2
0
2
5
5
Omega Ratio
2.2
2.2
0
1
1.5
3
3
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
2.17
2.17
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
33.43
High:
TSLA
364.78TSLALow:
CRWD
-573.06CRWDDetails
PEG Ratio
214.1
High:
MELI
1,046.73MELILow:JNJ
29.91JNJDetails
Price/Book
10.29
High:AAPL
45.05AAPLLow:
BRK.B
1.43BRK.BDetails
Price/Sales
7.9
High:NVDA
22.86NVDALow:
BLDR
0.65BLDRDetails
Price/CF
25.17
High:TSLA
107.92TSLALow:IBE.MC
7.88IBE.MCDetails
Price/FCF
57.81
High:NEE
2,356.18NEELow:MELI
12.83MELIDetails
P/E Ratio
33.43
High:TSLA
364.78TSLALow:CRWD
-573.06CRWDDetails
PEG Ratio
214.1
High:MELI
1,046.73MELILow:JNJ
29.91JNJDetails
Price/Book
10.29
High:AAPL
45.05AAPLLow:BRK.B
1.43BRK.BDetails
Price/Sales
7.9
High:NVDA
22.86NVDALow:BLDR
0.65BLDRDetails
Price/CF
25.17
High:TSLA
107.92TSLALow:IBE.MC
7.88IBE.MCDetails
Price/FCF
57.81
High:NEE
2,356.18NEELow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.68% | Feb 2025 | Jun 2025 | 4 |
-10.65% | Aug 2023 | Dec 2023 | 4 |
-8.66% | Nov 2025 | Apr 2026 | 5 |
-6.36% | Apr 2024 | Jun 2024 | 2 |
-2.15% | Jul 2024 | Sep 2024 | 2 |
-1.61% | Oct 2024 | Nov 2024 | 1 |
-0.32% | Dec 2024 | Jan 2025 | 1 |