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-0.4%
This Month
+20.25%
Year To Date
+55.75%
2 Years
+143.89%
5 Years
+219.1%
10 Years
+24.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.4%
- 💰 Finance22.88%
- 🛍️ Retail Trade15.83%
- 🏥 Health Services12.13%
- 💇♀️ Consumer Services4.75%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.01%
- 🇺🇸 NYSE41.47%
- 🇪🇸 Bolsa De Madrid9.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.48%
- 🇪🇸 Spain9.5%
Dividends
Dividend Yield
0.8%
10 out of 13 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AMT (3.82%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 7.5/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
7.92
7.92
-2
0
2
8
8
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
7.92
7.92
-2
0
2
8
8
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.61
0.61
0
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32
High:
ORCL
48.09ORCLLow:
HCA
18.81HCADetails
PEG Ratio
355.73
High:
V
1,180.28VLow:
AMT
17.15AMTDetails
Price/Book
10.07
High:
MA
63.05MALow:
MCD
-101.3MCDDetails
Price/Sales
8.26
High:V
16.03VLow:HCA
1.55HCADetails
Price/CF
20.86
High:
NFLX
54.35NFLXLow:HCA
7.84HCADetails
Price/FCF
54.67
High:ORCL
348.36ORCLLow:HCA
13.58HCADetails
P/E Ratio
32
High:ORCL
48.09ORCLLow:HCA
18.81HCADetails
PEG Ratio
355.73
High:V
1,180.28VLow:AMT
17.15AMTDetails
Price/Book
10.07
High:MA
63.05MALow:MCD
-101.3MCDDetails
Price/Sales
8.26
High:V
16.03VLow:HCA
1.55HCADetails
Price/CF
20.86
High:NFLX
54.35NFLXLow:HCA
7.84HCADetails
Price/FCF
54.67
High:ORCL
348.36ORCLLow:HCA
13.58HCADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.43% | Feb 2022 | Jun 2023 | 16 |
-8.28% | Jan 2021 | Mar 2021 | 2 |
-7.32% | Oct 2021 | Dec 2021 | 2 |
-6.76% | Feb 2025 | May 2025 | 3 |
-6.4% | Mar 2020 | Apr 2020 | 1 |
-6.31% | Apr 2024 | Jun 2024 | 2 |
-4.67% | Sep 2023 | Nov 2023 | 2 |
-4.44% | Sep 2020 | Nov 2020 | 2 |
-1.74% | Jul 2025 | Aug 2025 | 1 |
-1.66% | Jun 2020 | Aug 2020 | 2 |
-1.14% | Oct 2024 | Nov 2024 | 1 |
-0.73% | Dec 2024 | Jan 2025 | 1 |
-0.4% | Dec 2025 | - | 1 |