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0%
This Month
-61.63%
Year To Date
+297.82%
2 Years
+297.82%
5 Years
+297.82%
10 Years
+139.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash99.72%
- 🍞 Consumer Non Durables0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇫🇷 Euronext Paris0.2%
Countries Breakdown
- Country
- Total
- 🇫🇷 France0.2%
Dividends
Dividend Yield
0.01%
1 out of 1 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (2.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MC.PA | 0.01% | 2.76% | $13 |
Performance Metrics
Score 8.1/10
Beta
-7.11
-7.11
-8
0.8
1.2
-8
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
3.95
3.95
0
1
2
4
4
Jensen's Alpha
1415.8
1415.8
-2
0
2
1416
1416
Omega Ratio
2.77
2.77
0
1
1.5
3
3
Treynor Ratio
-2.61
-2.61
-3
0.75
1.25
2
2
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
2.57
2.57
0
0.3
0.6
3
3
Beta
-7.11
-7.11
-8
0.8
1.2
-8
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
3.95
3.95
0
1
2
4
4
Jensen's Alpha
1415.8
1415.8
-2
0
2
1416
1416
Omega Ratio
2.77
2.77
0
1
1.5
3
3
Treynor Ratio
-2.61
-2.61
-3
0.75
1.25
2
2
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
2.57
2.57
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
21.54
High:MC.PA
21.54MC.PALow:MC.PA
21.54MC.PADetails
PEG Ratio
N/A
Details
Price/Book
3.47
High:MC.PA
3.47MC.PALow:MC.PA
3.47MC.PADetails
Price/Sales
2.89
High:MC.PA
2.89MC.PALow:MC.PA
2.89MC.PADetails
Price/CF
16.94
High:MC.PA
16.94MC.PALow:MC.PA
16.94MC.PADetails
Price/FCF
38.41
High:MC.PA
38.41MC.PALow:MC.PA
38.41MC.PADetails
P/E Ratio
21.54
High:MC.PA
21.54MC.PALow:MC.PA
21.54MC.PADetails
PEG Ratio
N/A
Details
Price/Book
3.47
High:MC.PA
3.47MC.PALow:MC.PA
3.47MC.PADetails
Price/Sales
2.89
High:MC.PA
2.89MC.PALow:MC.PA
2.89MC.PADetails
Price/CF
16.94
High:MC.PA
16.94MC.PALow:MC.PA
16.94MC.PADetails
Price/FCF
38.41
High:MC.PA
38.41MC.PALow:MC.PA
38.41MC.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.59% | May 2025 | - | 12 |
-40.18% | Feb 2025 | Mar 2025 | 1 |
-16.46% | Dec 2024 | Jan 2025 | 1 |