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+2.55%
This Month
+2.55%
Year To Date
+57.16%
2 Years
+57.16%
5 Years
+57.16%
10 Years
+40.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.66%
- 🛍️ Retail Trade18.51%
- 💻 Electronic Technology9.79%
- 💰 Finance8.42%
- 🪙 Cryptocurrencies6.38%
- 💇♀️ Consumer Services6.31%
- 🚗 Consumer Durables4.51%
- 🧬 Health Technology1.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.44%
- 🇺🇸 NYSE22.75%
- 🌍 Digital Currency6.38%
- 🇳🇱 Euronext Amsterdam6.23%
- 🇸🇪 Stockholm Stock Exchange4.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.14%
- 🇨🇳 China10.6%
- 🇳🇱 Netherlands9.79%
- 🇺🇾 Uruguay9.15%
- 🇱🇺 Luxembourg6.23%
- 🇮🇹 Italy4.51%
- 🇸🇪 Sweden4.2%
Dividends
Dividend Yield
0.68%
7 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVO.ST (5.21%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.7
2.7
0
1
2
3
3
Jensen's Alpha
8.26
8.26
-2
0
2
9
9
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
2.88
2.88
0
0.3
0.6
3
3
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.7
2.7
0
1
2
3
3
Jensen's Alpha
8.26
8.26
-2
0
2
9
9
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
2.88
2.88
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
29.55
High:
MELI
49.67MELILow:
MNMD
-8.51MNMDDetails
PEG Ratio
829.15
High:
INPST.NV
8,784.11INPST.NVLow:MNMD
-1,233.69MNMDDetails
Price/Book
6.54
High:
FTNT
76.26FTNTLow:
MSCI
-22.92MSCIDetails
Price/Sales
6.91
High:MSCI
14.64MSCILow:MNMD
-MNMDDetails
Price/CF
20.24
High:
RACE
32.91RACELow:INPST.NV
9.81INPST.NVDetails
Price/FCF
50.42
High:
AMZN
225.5AMZNLow:
ADBE
13.55ADBEDetails
P/E Ratio
29.55
High:MELI
49.67MELILow:MNMD
-8.51MNMDDetails
PEG Ratio
829.15
High:INPST.NV
8,784.11INPST.NVLow:MNMD
-1,233.69MNMDDetails
Price/Book
6.54
High:FTNT
76.26FTNTLow:MSCI
-22.92MSCIDetails
Price/Sales
6.91
High:MSCI
14.64MSCILow:MNMD
-MNMDDetails
Price/CF
20.24
High:RACE
32.91RACELow:INPST.NV
9.81INPST.NVDetails
Price/FCF
50.42
High:AMZN
225.5AMZNLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.58% | Feb 2025 | May 2025 | 3 |
-8.35% | May 2024 | Nov 2024 | 6 |
-4.14% | Dec 2024 | Jan 2025 | 1 |
-0.51% | Dec 2025 | Jan 2026 | 1 |