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+6.38%
This Month
+3.35%
Year To Date
+31.74%
2 Years
+48.72%
5 Years
+445.48%
10 Years
+19.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.33%
- 🍞 Consumer Non Durables21.25%
- 💻 Electronic Technology18.3%
- 🧬 Health Technology14.93%
- 👥 Copy Trading9.38%
- 📊 ETFs7.13%
- 💰 Finance3.27%
- 📡 Communications3.19%
- 💵 Cash0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.82%
- 🇺🇸 Nasdaq33.42%
- 🇩🇪 Xetra ETFs7.13%
- 🇭🇰 Hong Kong Exchanges0.18%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇫🇷 Euronext Paris0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.26%
- 🇫🇮 Finland4.33%
- 🇨🇳 China0.42%
- 🇺🇾 Uruguay0.33%
- 🇳🇱 Netherlands0.12%
- 🇩🇰 Denmark0.08%
- 🇫🇷 France0.02%
Dividends
Dividend Yield
1.9%
11 out of 13 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $MO (6.51%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AIR.PA (MarianoPardo) | Pay Day | Apr 23, 2026 | $3.78 |
 CRM (MarianoPardo) | Pay Day | Apr 23, 2026 | $0.44 |
 ASML.NV (MarianoPardo) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 MO | Pay Day | Apr 30, 2026 | $1.06 |
 O | Ex-Dividend | Apr 30, 2026 | $0.27 |
 JPM (MarianoPardo) | Pay Day | Apr 30, 2026 | $1.50 |
 T | Pay Day | May 1, 2026 | $0.28 |
 BMY | Pay Day | May 1, 2026 | $0.63 |
 C (MarianoPardo) | Ex-Dividend | May 4, 2026 | $0.60 |
ASML.NV (MarianoPardo) | Pay Day | May 5, 2026 | $3.15 |
 AXP (MarianoPardo) | Pay Day | May 8, 2026 | $0.95 |
 MA (MarianoPardo) | Pay Day | May 8, 2026 | $0.87 |
 ABBV | Pay Day | May 15, 2026 | $1.73 |
O | Pay Day | May 15, 2026 | $0.27 |
 0700.HK (MarianoPardo) | Ex-Dividend | May 15, 2026 | $0.68 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (MarianoPardo) | Ex-Dividend | May 21, 2026 | $0.91 |
C (MarianoPardo) | Pay Day | May 22, 2026 | $0.60 |
 JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
0700.HK (MarianoPardo) | Pay Day | Jun 1, 2026 | $0.68 |
 QCOM (MarianoPardo) | Ex-Dividend | Jun 4, 2026 | $0.92 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (MarianoPardo) | Pay Day | Jun 11, 2026 | $0.91 |
QCOM (MarianoPardo) | Pay Day | Jun 25, 2026 | $0.92 |
Performance Metrics
Score 6.5/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
9.33
9.33
-2
0
2
10
10
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
9.33
9.33
-2
0
2
10
10
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.69
1.69
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.35
High:
BA
117.82BALow:T
8.59TDetails
PEG Ratio
89.09
High:O
292.6OLow:T
8.22TDetails
Price/Book
7.97
High:BA
32.17BALow:ABBV
-112.66ABBVDetails
Price/Sales
7.84
High:O
10.41OLow:T
1.48TDetails
Price/CF
21.98
High:BA
163.87BALow:T
4.38TDetails
Price/FCF
67.56
High:
KO
272.99KOLow:BMY
14.11BMYDetails
P/E Ratio
26.35
High:BA
117.82BALow:T
8.59TDetails
PEG Ratio
89.09
High:O
292.6OLow:T
8.22TDetails
Price/Book
7.97
High:BA
32.17BALow:ABBV
-112.66ABBVDetails
Price/Sales
7.84
High:O
10.41OLow:T
1.48TDetails
Price/CF
21.98
High:BA
163.87BALow:T
4.38TDetails
Price/FCF
67.56
High:KO
272.99KOLow:BMY
14.11BMYDetails
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 |
-0.75% | Nov 2021 | Dec 2021 | 1 |
-0.46% | Dec 2017 | Jan 2018 | 1 |
-0.32% | Jul 2021 | Aug 2021 | 1 |