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+2.66%
This Month
+25.08%
Year To Date
+146.75%
2 Years
+98.15%
5 Years
+117.35%
10 Years
+11.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.1%
- 🖥️ Technology Services27.31%
- 🛍️ Retail Trade14.76%
- 💻 Electronic Technology11.02%
- 💰 Finance4.53%
- 🚗 Consumer Durables2.11%
- 💼 Commercial Services1.15%
- 📊 ETFs1.03%
- 🧬 Health Technology0.54%
- 🚚 Transportation0.3%
- ⚡ Utilities0.23%
- 💇♀️ Consumer Services0.18%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.99%
- 🌍 Digital Currency30.1%
- 🇺🇸 NYSE4.63%
- 🇩🇪 FRA0.98%
- 🇬🇧 LSE0.23%
- 🇭🇰 Hong Kong Exchanges0.23%
- 🇫🇷 Euronext Paris0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.47%
- 🇺🇾 Uruguay2.76%
- 🇸🇬 Singapore1.56%
- 🇩🇪 Germany0.98%
- 🇨🇦 Canada0.68%
- 🇯🇵 Japan0.62%
- 🇨🇳 China0.42%
- 🇬🇧 United Kingdom0.23%
- 🇳🇱 Netherlands0.16%
- 🇮🇱 Israel0.15%
- 🇫🇷 France0.09%
Dividends
Dividend Yield
0.14%
25 out of 44 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOGL | 0.02% | 0.34% | $0.2 |
 MSFT | 0.01% | 0.67% | $3 |
 AAPL | 0.01% | 0.44% | $0.97 |
 SBRY.L | 0.01% | 4.45% | $0.13 |
 PFE | 0.01% | 6.95% | $1.66 |
 JNJ | 0.01% | 2.88% | $4.81 |
 ACWI | 0.01% | 1.58% | - |
 IVV | 0.01% | 1.29% | - |
 GOOG | 0.01% | 0.34% | $0.2 |
 0916.HK | 0.01% | 2.84% | $0.24 |
 TEP.PA | 0.01% | 6.57% | $3.85 |
 MA | 0% | 0.51% | $2.46 |
 CNXC | 0% | 2.49% | $1.18 |
 CRM | 0% | 0.65% | $0.4 |
 NTDOY | 0% | 0.59% | $0.24 |
 SAP.DE | 0% | 1% | $2.2 |
 RHM.DE | 0% | 0.45% | $5.7 |
 DIS | 0% | 0.85% | $0.75 |
 BABA | 0% | 0.7% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
 ASML | 0% | 0.75% | $5.57 |
 EA | 0% | 0.46% | $0.76 |
 META | 0% | 0.27% | $1 |
 MU | 0% | 0.34% | $0.46 |
 INTC | 0% | 0.51% | $0.5 |
Performance Metrics
Score 3.9/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-1.3
-1.3
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-1.3
-1.3
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.83
High:
PLTR
539.58PLTRLow:
UPST
-903.28UPSTDetails
PEG Ratio
1,361.06
High:
AAPL
24,221.62AAPLLow:UPST
-932.11UPSTDetails
Price/Book
11.88
High:
MA
67.38MALow:
AAL
-2.18AALDetails
Price/Sales
7.73
High:PLTR
120.94PLTRLow:AAL
0.16AALDetails
Price/CF
24.67
High:PLTR
202PLTRLow:AAL
1.81AALDetails
Price/FCF
60.34
High:
RHM.DE
5,198.92RHM.DELow:AAL
4.74AALDetails
P/E Ratio
36.83
High:PLTR
539.58PLTRLow:UPST
-903.28UPSTDetails
PEG Ratio
1,361.06
High:AAPL
24,221.62AAPLLow:UPST
-932.11UPSTDetails
Price/Book
11.88
High:MA
67.38MALow:AAL
-2.18AALDetails
Price/Sales
7.73
High:PLTR
120.94PLTRLow:AAL
0.16AALDetails
Price/CF
24.67
High:PLTR
202PLTRLow:AAL
1.81AALDetails
Price/FCF
60.34
High:RHM.DE
5,198.92RHM.DELow:AAL
4.74AALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.94% | Nov 2021 | Nov 2024 | 36 |
-30.49% | Sep 2018 | Nov 2020 | 26 |
-15.66% | Feb 2025 | May 2025 | 3 |
-9.84% | May 2021 | Aug 2021 | 3 |
-5.8% | Sep 2021 | Oct 2021 | 1 |
-0.52% | Dec 2024 | Jan 2025 | 1 |