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+3.07%
This Month
-4.36%
Year To Date
+16.53%
2 Years
+41.86%
5 Years
+41.86%
10 Years
+10.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading18.59%
- 💰 Finance18.37%
- 🍞 Consumer Non Durables14.16%
- 🛍️ Retail Trade9.21%
- ⚡ Utilities8.21%
- 📊 ETFs7.04%
- 🖥️ Technology Services5.03%
- ⛏️ Energy Minerals5.01%
- 🧩 Miscellaneous4.41%
- 💻 Electronic Technology3.89%
- 💵 Cash2.73%
- 🏥 Health Services1.01%
- 🏭 Industrial Services0.85%
- 🪨 Non Energy Minerals0.74%
- 🚚 Transportation0.7%
- ❓ Other0.28%
- 🧬 Health Technology0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.71%
- 🇬🇧 LSE26.42%
- 🇺🇸 Nasdaq14.71%
- Regular Trading Hours - RTH6.22%
- 🇫🇷 Euronext Paris2.29%
- 🇺🇸 Chicago Board Options Exchange0.3%
- 🌍 Digital Currency0.14%
- 🇩🇪 FRA0.07%
- 🇩🇪 Xetra ETFs0.05%
- 🇪🇸 Bolsa De Madrid0.01%
- 🇵🇹 Euronext Lisbon0.01%
- 🇮🇹 Borsa Italiana0.01%
Countries Breakdown
- Country
- Total
- 🇧🇷 Brazil17.86%
- 🇺🇸 United States14.37%
- 🇦🇷 Argentina10.16%
- 🇬🇧 United Kingdom9.02%
- 🇲🇽 Mexico3.66%
- 🇫🇷 France2.29%
- 🇺🇾 Uruguay2.25%
- 🇨🇳 China1.54%
- 🇱🇺 Luxembourg0.85%
- 🇨🇭 Switzerland0.52%
- 🇩🇪 Germany0.07%
- 🇭🇰 Hong Kong0.02%
- 🇪🇸 Spain0.01%
- 🇵🇹 Portugal0.01%
- 🇮🇹 Italy0.01%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.46%
23 out of 48 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ET (6.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ET | 0.06% | 6.55% | $1.25 |
 JD.US | 0.05% | 3.28% | $0.74 |
 MC.PA | 0.05% | 2.74% | $13 |
 NKE | 0.05% | 3.88% | $1.45 |
 SPY | 0.03% | 0.99% | - |
 FMX | 0.03% | 2.61% | $1.99 |
 RIO | 0.03% | 4.33% | $4.34 |
 UNH | 0.02% | 2.08% | $7.74 |
 FE | 0.02% | 3.71% | $1.64 |
 PEP | 0.02% | 4.24% | $5.15 |
 CDI.PA | 0.02% | 3.25% | $13 |
 STZ | 0.02% | 3.12% | $3.68 |
 AmitKup | 0.01% | 2.96% | - |
 MSFT | 0.01% | 0.94% | $3 |
 UNP | 0.01% | 1.87% | $5.2 |
 HON | 0.01% | 2.06% | $4.27 |
 CB | 0.01% | 1.15% | $3.49 |
 GOOG | 0.01% | 0.26% | $0.2 |
 KO | 0.01% | 2.53% | $1.89 |
 NIQUE3 | 0% | 0.65% | - |
 ZTS | 0% | 2.84% | $1.67 |
 ChongZheng | 0% | 0.27% | - |
 AA | 0% | 0.87% | $0.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ZTS | Pay Day | Sep 1, 2026 | $0.53 |
Performance Metrics
Score 4.5/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
-1.8
-1.8
-2
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
-1.8
-1.8
-2
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
26.16
High:
BRBY.L
182.51BRBY.LLow:
YPF
-56.71YPFDetails
PEG Ratio
85.72
High:FMX
467.16FMXLow:STZ
2.36STZDetails
Price/Book
7.29
High:
BA
29.28BALow:
GLOB
0.6GLOBDetails
Price/Sales
5.11
High:GOOG
10.27GOOGLow:JD.US
0.22JD.USDetails
Price/CF
16.38
High:BA
62.68BALow:YPF
3.28YPFDetails
Price/FCF
37.06
High:
VIST
1,621.11VISTLow:GLOB
6.6GLOBDetails
P/E Ratio
26.16
High:BRBY.L
182.51BRBY.LLow:YPF
-56.71YPFDetails
PEG Ratio
85.72
High:FMX
467.16FMXLow:STZ
2.36STZDetails
Price/Book
7.29
High:BA
29.28BALow:GLOB
0.6GLOBDetails
Price/Sales
5.11
High:GOOG
10.27GOOGLow:JD.US
0.22JD.USDetails
Price/CF
16.38
High:BA
62.68BALow:YPF
3.28YPFDetails
Price/FCF
37.06
High:VIST
1,621.11VISTLow:GLOB
6.6GLOBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.49% | Feb 2025 | Jun 2025 | 4 |
-8.08% | Feb 2026 | - | 6 |
-7.21% | Aug 2023 | Dec 2023 | 4 |
-3.5% | Feb 2023 | Jun 2023 | 4 |
-1.35% | Oct 2024 | Nov 2024 | 1 |
-1.21% | Apr 2024 | May 2024 | 1 |
-0.75% | Jan 2024 | Feb 2024 | 1 |
-0.52% | Jun 2024 | Jul 2024 | 1 |
-0.41% | Dec 2024 | Jan 2025 | 1 |
-0.18% | Sep 2025 | Oct 2025 | 1 |