| Period | 6M | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|
| Total Return | +12.11% | +23.36% | +66.91% | +88.32% | — | — |
| CAGR | +25.69% | +23.36% | +18.62% | +13.50% | N/D | N/D |
| Volatility | — | 12.46% | 15.89% | N/D | N/D | 16.62% |
| Sharpe ratio | — | 1.21 | 1.22 | N/D | N/D | N/D |
| Max Drawdown | — | -5.74% | N/D | N/D | N/D | — |
| # | Name | Ticker | Sector | Country | % Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | Technology | 8.47% | |
| 2 | APPLE INC | AAPL | Technology | 6.88% | |
| 3 | MICROSOFT CORP | MSFT | Technology | 6.60% | |
| 4 | AMAZON.COM INC | AMZN | Consumer Discretionary | 4.06% | |
| 5 | BROADCOM INC | AVGO | Technology | 2.98% | |
| 6 | ALPHABET INC CLASS A | GOOGL | Servicos de Comunicacao | 2.80% | |
| 7 | META PLATFORMS INC CLASS A | META | Servicos de Comunicacao | 2.41% | |
| 8 | ALPHABET INC CLASS C | GOOG | Servicos de Comunicacao | 2.26% | |
| 9 | TESLA INC | TSLA | Consumer Discretionary | 2.20% | |
| 10 | BERKSHIRE HATHAWAY INC CLASS B | BRK.B | Financials | 1.50% |
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