Loading...
-0.86%
This Month
+6.84%
Year To Date
+28.3%
2 Years
+45.77%
5 Years
+635.2%
10 Years
+19.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs27.03%
- 🍞 Consumer Non Durables20.97%
- 🧬 Health Technology13.62%
- 💻 Electronic Technology13.52%
- 🧩 Miscellaneous11.09%
- 👥 Copy Trading10.2%
- 💰 Finance2.9%
- 💵 Cash0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.61%
- 🇩🇪 Xetra ETFs27.03%
- 🇬🇧 LSE11.09%
- 🇺🇸 Nasdaq11.06%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇫🇷 Euronext Paris0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.94%
- 🇺🇾 Uruguay0.42%
- 🇨🇳 China0.37%
- 🇳🇱 Netherlands0.14%
- 🇩🇰 Denmark0.08%
- 🇫🇷 France0.02%
Dividends
Dividend Yield
1.63%
9 out of 11 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $MO (6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG (MarianoPardo) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 JNJ | Pay Day | Jun 9, 2026 | $1.34 |
 9988.HK (MarianoPardo) | Ex-Dividend | Jun 10, 2026 | $0.13 |
 MSFT (MarianoPardo) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (MarianoPardo) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 CRM (MarianoPardo) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
 MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
 O | Pay Day | Jun 15, 2026 | $0.27 |
GOOG (MarianoPardo) | Pay Day | Jun 15, 2026 | $0.22 |
 PYPL (MarianoPardo) | Pay Day | Jun 25, 2026 | $0.14 |
 QCOM (MarianoPardo) | Pay Day | Jun 25, 2026 | $0.92 |
 PEP | Pay Day | Jun 30, 2026 | $1.48 |
 BKNG (MarianoPardo) | Pay Day | Jun 30, 2026 | $0.42 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
CRM (MarianoPardo) | Pay Day | Jul 2, 2026 | $0.44 |
 JPM (MarianoPardo) | Ex-Dividend | Jul 6, 2026 | $1.50 |
9988.HK (MarianoPardo) | Pay Day | Jul 6, 2026 | $0.13 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
BABA (MarianoPardo) | Pay Day | Jul 13, 2026 | $1.05 |
JPM (MarianoPardo) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 7.4/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
12.13
12.13
-2
0
2
13
13
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
2.01
2.01
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
12.13
12.13
-2
0
2
13
13
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
2.01
2.01
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.88
High:
BA
111.78BALow:MO
14.76MODetails
PEG Ratio
116.95
High:O
466.31OLow:
BMY
47.07BMYDetails
Price/Book
10.42
High:BA
28.64BALow:
ABBV
-59.71ABBVDetails
Price/Sales
3.77
High:O
9.27OLow:BA
1.86BADetails
Price/CF
21.88
High:BA
62.68BALow:BMY
9.33BMYDetails
Price/FCF
83.62
High:KO
208.03KOLow:BMY
18.16BMYDetails
P/E Ratio
28.88
High:BA
111.78BALow:MO
14.76MODetails
PEG Ratio
116.95
High:O
466.31OLow:BMY
47.07BMYDetails
Price/Book
10.42
High:BA
28.64BALow:ABBV
-59.71ABBVDetails
Price/Sales
3.77
High:O
9.27OLow:BA
1.86BADetails
Price/CF
21.88
High:BA
62.68BALow:BMY
9.33BMYDetails
Price/FCF
83.62
High:KO
208.03KOLow:BMY
18.16BMYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.28% | Jul 2016 | May 2017 | 10 |
-23.15% | Jan 2022 | Jun 2023 | 17 |
-19.37% | Oct 2018 | Apr 2019 | 6 |
-18.67% | Feb 2018 | Jul 2018 | 5 |
-17.89% | Jul 2017 | Aug 2017 | 1 |
-12.3% | Feb 2020 | May 2020 | 3 |
-10.55% | Aug 2023 | Dec 2023 | 4 |
-10.54% | Sep 2017 | Nov 2017 | 2 |
-8.42% | May 2019 | Jul 2019 | 2 |
-6.39% | Sep 2020 | Nov 2020 | 2 |
-5.63% | Mar 2026 | Apr 2026 | 1 |
-5.48% | Apr 2024 | Jun 2024 | 2 |
-3.54% | Sep 2021 | Oct 2021 | 1 |
-3.28% | Sep 2024 | Feb 2025 | 5 |
-2.28% | Jan 2024 | Mar 2024 | 2 |
-1.8% | Mar 2025 | May 2025 | 2 |
-1.25% | Aug 2019 | Sep 2019 | 1 |
-1.01% | Sep 2025 | Dec 2025 | 3 |
-0.86% | Jun 2026 | - | 1 |
-0.75% | Nov 2021 | Dec 2021 | 1 |
-0.46% | Dec 2017 | Jan 2018 | 1 |
-0.32% | Jul 2021 | Aug 2021 | 1 |