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-1.02%
This Month
-1.7%
Year To Date
+85.12%
2 Years
+6.52%
5 Years
+189.14%
10 Years
+17.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance25.21%
- 🖥️ Technology Services21.94%
- ⚡ Utilities13.04%
- 💻 Electronic Technology12.76%
- 🛍️ Retail Trade10.29%
- ⛏️ Energy Minerals7.15%
- 🧬 Health Technology4.2%
- 🪨 Non Energy Minerals3.35%
- 💵 Cash1.14%
- 🚗 Consumer Durables0.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.36%
- 🇺🇸 Nasdaq45.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.64%
- 🇹🇼 Taiwan5.23%
- 🇨🇦 Canada3.35%
- 🇺🇾 Uruguay3.19%
- 🇰🇾 Cayman Islands2.48%
Dividends
Dividend Yield
0.63%
10 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX (3.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
2.04
2.04
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
2.04
2.04
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.6
High:
TSLA
377.27TSLALow:
BRK.B
15.7BRK.BDetails
PEG Ratio
158.63
High:
MELI
997.84MELILow:
AVGO
23.33AVGODetails
Price/Book
4.3
High:
NVDA
28.28NVDALow:BRK.B
1.47BRK.BDetails
Price/Sales
5.56
High:AVGO
24.3AVGOLow:
CVX
2.01CVXDetails
Price/CF
22
High:TSLA
107.92TSLALow:CVX
8.97CVXDetails
Price/FCF
63.55
High:
NEE
2,356.18NEELow:
NU
9.68NUDetails
P/E Ratio
26.6
High:TSLA
377.27TSLALow:BRK.B
15.7BRK.BDetails
PEG Ratio
158.63
High:MELI
997.84MELILow:AVGO
23.33AVGODetails
Price/Book
4.3
High:NVDA
28.28NVDALow:BRK.B
1.47BRK.BDetails
Price/Sales
5.56
High:AVGO
24.3AVGOLow:CVX
2.01CVXDetails
Price/CF
22
High:TSLA
107.92TSLALow:CVX
8.97CVXDetails
Price/FCF
63.55
High:NEE
2,356.18NEELow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.61% | Jul 2021 | Oct 2025 | 51 |
-10.18% | Feb 2020 | Apr 2020 | 2 |
-8.94% | Feb 2021 | Jun 2021 | 4 |
-6.03% | Nov 2025 | - | 5 |
-0.53% | Oct 2020 | Nov 2020 | 1 |