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0%
This Month
+2.52%
Year To Date
+37.15%
2 Years
+15.36%
5 Years
+69.84%
10 Years
+10.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.03%
- 🛍️ Retail Trade16.78%
- 💻 Electronic Technology13.22%
- ⛏️ Energy Minerals8.33%
- 💇♀️ Consumer Services6.52%
- 🚗 Consumer Durables5.75%
- 💰 Finance5.03%
- 💵 Cash0.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.3%
- 🇺🇸 NYSE36.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.85%
- 🇨🇳 China10.73%
- 🇦🇷 Argentina8.33%
- 🇮🇹 Italy5.75%
Dividends
Dividend Yield
0.4%
7 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.43%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-4.46
-4.46
-5
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-4.46
-4.46
-5
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.94
High:
RACE
36.91RACELow:
YPF
-30.91YPFDetails
PEG Ratio
88.49
High:
V
551.14VLow:YPF
-54.01YPFDetails
Price/Book
7.72
High:V
15.62VLow:YPF
1.26YPFDetails
Price/Sales
8.06
High:V
14.62VLow:YPF
0.77YPFDetails
Price/CF
19.97
High:V
27.73VLow:YPF
2.23YPFDetails
Price/FCF
52.99
High:
BABA
1,196.17BABALow:
ADBE
13.55ADBEDetails
P/E Ratio
27.94
High:RACE
36.91RACELow:YPF
-30.91YPFDetails
PEG Ratio
88.49
High:V
551.14VLow:YPF
-54.01YPFDetails
Price/Book
7.72
High:V
15.62VLow:YPF
1.26YPFDetails
Price/Sales
8.06
High:V
14.62VLow:YPF
0.77YPFDetails
Price/CF
19.97
High:V
27.73VLow:YPF
2.23YPFDetails
Price/FCF
52.99
High:BABA
1,196.17BABALow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.78% | Sep 2021 | Sep 2025 | 48 |
-4.6% | Feb 2026 | - | 2 |
-2.44% | Sep 2020 | Nov 2020 | 2 |
-1.86% | May 2021 | Jun 2021 | 1 |
-0.64% | Nov 2025 | Jan 2026 | 2 |