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+3.73%
This Month
+7.61%
Year To Date
+96.13%
2 Years
+102.3%
5 Years
+155.28%
10 Years
+19.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash23.61%
- 🪙 Cryptocurrencies21.47%
- 🚗 Consumer Durables20.05%
- 🖥️ Technology Services13.83%
- 💰 Finance9.25%
- 💻 Electronic Technology8.08%
- 📊 ETFs2.21%
- 🌾 Commodities2.15%
- 🪨 Non Energy Minerals0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.52%
- 🌍 Digital Currency21.47%
- 🇺🇸 NYSE2.6%
- 🌍 Commodity2.15%
- 🇪🇸 Bolsa De Madrid0.48%
- 🇬🇧 LSE0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.9%
- 🇪🇸 Spain0.48%
- 🇬🇧 United Kingdom0.21%
Dividends
Dividend Yield
0.02%
6 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BBVA.MC (3.09%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-0.55
-0.55
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
-0.55
-0.55
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
75.62
High:
PLTR
416.09PLTRLow:
MSTR
8.65MSTRDetails
PEG Ratio
95.51
High:PLTR
357.67PLTRLow:MSTR
0.63MSTRDetails
Price/Book
21.4
High:PLTR
64.34PLTRLow:MSTR
1.02MSTRDetails
Price/Sales
20.09
High:MSTR
123.52MSTRLow:
BBVA.MC
1.35BBVA.MCDetails
Price/CF
69.77
High:MSTR
7,511.07MSTRLow:BBVA.MC
2.13BBVA.MCDetails
Price/FCF
95.44
High:MSTR
1,187.5MSTRLow:BBVA.MC
2.39BBVA.MCDetails
P/E Ratio
75.62
High:PLTR
416.09PLTRLow:MSTR
8.65MSTRDetails
PEG Ratio
95.51
High:PLTR
357.67PLTRLow:MSTR
0.63MSTRDetails
Price/Book
21.4
High:PLTR
64.34PLTRLow:MSTR
1.02MSTRDetails
Price/Sales
20.09
High:MSTR
123.52MSTRLow:BBVA.MC
1.35BBVA.MCDetails
Price/CF
69.77
High:MSTR
7,511.07MSTRLow:BBVA.MC
2.13BBVA.MCDetails
Price/FCF
95.44
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 |
-16.22% | Oct 2025 | - | 3 |
-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 |