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-3.27%
This Month
+19.78%
Year To Date
+179.03%
2 Years
+168.85%
5 Years
+184.13%
10 Years
+22.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash29.44%
- 🖥️ Technology Services22.27%
- 🪙 Cryptocurrencies20.21%
- 🚗 Consumer Durables18.15%
- 💰 Finance8.18%
- 💻 Electronic Technology5.61%
- 🪨 Non Energy Minerals1.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.67%
- 🌍 Digital Currency20.21%
- 🇺🇸 NYSE2.15%
- 🇪🇸 Bolsa De Madrid0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.82%
- 🇪🇸 Spain0.36%
Dividends
Dividend Yield
0.02%
4 out of 16 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BBVA.MC (3.44%)
Performance Metrics
Score 6.4/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
3.36
3.36
-2
0
2
4.5
4.5
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
3.36
3.36
-2
0
2
4.5
4.5
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
86.03
High:
PLTR
603.49PLTRLow:
BMNR
-18.68BMNRDetails
PEG Ratio
142.89
High:PLTR
770.1PLTRLow:
MSTR
2.1MSTRDetails
Price/Book
19.42
High:PLTR
72.64PLTRLow:
SAN.MC
1.25SAN.MCDetails
Price/Sales
21.72
High:MSTR
196.81MSTRLow:SAN.MC
1.1SAN.MCDetails
Price/CF
64.7
High:MSTR
7,511.07MSTRLow:
BBVA.MC
1.1BBVA.MCDetails
Price/FCF
95.39
High:MSTR
1,187.5MSTRLow:BBVA.MC
1.19BBVA.MCDetails
P/E Ratio
86.03
High:PLTR
603.49PLTRLow:BMNR
-18.68BMNRDetails
PEG Ratio
142.89
High:PLTR
770.1PLTRLow:MSTR
2.1MSTRDetails
Price/Book
19.42
High:PLTR
72.64PLTRLow:SAN.MC
1.25SAN.MCDetails
Price/Sales
21.72
High:MSTR
196.81MSTRLow:SAN.MC
1.1SAN.MCDetails
Price/CF
64.7
High:MSTR
7,511.07MSTRLow:BBVA.MC
1.1BBVA.MCDetails
Price/FCF
95.39
High:MSTR
1,187.5MSTRLow:BBVA.MC
1.19BBVA.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 |
-6.15% | Dec 2024 | Jan 2025 | 1 |
-5.64% | Sep 2021 | Oct 2021 | 1 |
-5.11% | Sep 2020 | Nov 2020 | 2 |
-3.27% | Oct 2025 | - | 1 |
-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 |