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-1.31%
This Month
-1.31%
Year To Date
+96.76%
2 Years
+82.72%
5 Years
+141.63%
10 Years
+17.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash32.54%
- 🪙 Cryptocurrencies18.24%
- 🚗 Consumer Durables17.4%
- 🖥️ Technology Services10.75%
- 💰 Finance6.74%
- 💻 Electronic Technology6.17%
- 📈 Indexes3.88%
- 🌾 Commodities1.98%
- 📡 Communications0.94%
- 🪨 Non Energy Minerals0.37%
- 📊 ETFs0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.36%
- 🌍 Digital Currency18.24%
- 🌍 CFD3.88%
- 🌍 Commodity1.98%
- 🇺🇸 NYSE1.31%
- 🇪🇸 Bolsa De Madrid0.48%
- 🇬🇧 LSE0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.67%
- 🇪🇸 Spain0.48%
- 🇬🇧 United Kingdom0.23%
Dividends
Dividend Yield
0.06%
8 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $T (4.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-0.77
-0.77
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
-0.77
-0.77
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
70.1
High:
PLTR
394.13PLTRLow:
MSTR
7.45MSTRDetails
PEG Ratio
93.85
High:PLTR
338.8PLTRLow:MSTR
0.54MSTRDetails
Price/Book
19.56
High:PLTR
60.95PLTRLow:MSTR
0.88MSTRDetails
Price/Sales
17.96
High:PLTR
111.21PLTRLow:
T
1.35TDetails
Price/CF
65.36
High:MSTR
7,511.07MSTRLow:
BBVA.MC
2.13BBVA.MCDetails
Price/FCF
91.77
High:MSTR
1,187.5MSTRLow:BBVA.MC
2.39BBVA.MCDetails
P/E Ratio
70.1
High:PLTR
394.13PLTRLow:MSTR
7.45MSTRDetails
PEG Ratio
93.85
High:PLTR
338.8PLTRLow:MSTR
0.54MSTRDetails
Price/Book
19.56
High:PLTR
60.95PLTRLow:MSTR
0.88MSTRDetails
Price/Sales
17.96
High:PLTR
111.21PLTRLow:T
1.35TDetails
Price/CF
65.36
High:MSTR
7,511.07MSTRLow:BBVA.MC
2.13BBVA.MCDetails
Price/FCF
91.77
High:MSTR
1,187.5MSTRLow:BBVA.MC
2.39BBVA.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.16% | Nov 2021 | Feb 2024 | 27 |
-27.74% | Feb 2025 | Jun 2025 | 4 |
-17.87% | Apr 2024 | Oct 2024 | 6 |
-17.74% | Oct 2025 | - | 4 |
-6.15% | Dec 2024 | Jan 2025 | 1 |
-5.64% | Sep 2021 | Oct 2021 | 1 |
-5.11% | Sep 2020 | Nov 2020 | 2 |
-2.51% | Jul 2021 | Aug 2021 | 1 |
-1.56% | May 2021 | Jun 2021 | 1 |
-1.2% | Aug 2025 | Sep 2025 | 1 |
-1.13% | Mar 2021 | Apr 2021 | 1 |