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+0.65%
This Month
-6.58%
Year To Date
+61.74%
2 Years
+99.01%
5 Years
+99.01%
10 Years
+30.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.96%
- 🧩 Miscellaneous11.22%
- 💰 Finance10.65%
- 💵 Cash8.4%
- 🪙 Cryptocurrencies6.74%
- ⚡ Utilities5.06%
- 🖥️ Technology Services4.82%
- 🚚 Transportation1.98%
- 💻 Electronic Technology1.66%
- 🛠️ Producer Manufacturing1.64%
- 🏭 Industrial Services1.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.73%
- 🇮🇹 Borsa Italiana18.93%
- 🇺🇸 Nasdaq12.42%
- 🇩🇪 Xetra ETFs8.66%
- 🇬🇧 LSE8.09%
- 🌍 Digital Currency6.74%
- 🇺🇸 Chicago Board Options Exchange2.75%
Countries Breakdown
- Country
- Total
- 🇮🇹 Italy18.93%
- 🇺🇸 United States5.62%
- 🇸🇬 Singapore1.98%
- 🇩🇪 Germany0.86%
Dividends
Dividend Yield
0.96%
6 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (7.09%)
Performance Metrics
Score 9.1/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.76
1.76
0
0.5
1
2
2
Sortino Ratio
5.1
5.1
0
1
2
6
6
Jensen's Alpha
14.83
14.83
-2
0
2
15
15
Omega Ratio
2.7
2.7
0
1
1.5
3
3
Treynor Ratio
2.34
2.34
0
0.75
1.25
3
3
Information Ratio
1.3
1.3
0
0.3
0.6
2
2
Calmar Ratio
4.51
4.51
0
0.3
0.6
5
5
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.76
1.76
0
0.5
1
2
2
Sortino Ratio
5.1
5.1
0
1
2
6
6
Jensen's Alpha
14.83
14.83
-2
0
2
15
15
Omega Ratio
2.7
2.7
0
1
1.5
3
3
Treynor Ratio
2.34
2.34
0
0.75
1.25
3
3
Information Ratio
1.3
1.3
0
0.3
0.6
2
2
Calmar Ratio
4.51
4.51
0
0.3
0.6
5
5
Portfolio Valuation
Based on current positions
P/E Ratio
29.76
High:
PLTR
234.61PLTRLow:
JMIA
-6.74JMIADetails
PEG Ratio
62.65
High:PLTR
100.88PLTRLow:JMIA
-18.06JMIADetails
Price/Book
4.19
High:PLTR
48.06PLTRLow:
UNI.MI
1.42UNI.MIDetails
Price/Sales
4.63
High:PLTR
85.37PLTRLow:
WBD.MI
0.19WBD.MIDetails
Price/CF
10.88
High:PLTR
214.31PLTRLow:UNI.MI
2.86UNI.MIDetails
Price/FCF
12.6
High:PLTR
217.77PLTRLow:
ISP.MI
3.91ISP.MIDetails
P/E Ratio
29.76
High:PLTR
234.61PLTRLow:JMIA
-6.74JMIADetails
PEG Ratio
62.65
High:PLTR
100.88PLTRLow:JMIA
-18.06JMIADetails
Price/Book
4.19
High:PLTR
48.06PLTRLow:UNI.MI
1.42UNI.MIDetails
Price/Sales
4.63
High:PLTR
85.37PLTRLow:WBD.MI
0.19WBD.MIDetails
Price/CF
10.88
High:PLTR
214.31PLTRLow:UNI.MI
2.86UNI.MIDetails
Price/FCF
12.6
High:PLTR
217.77PLTRLow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.84% | Nov 2025 | - | 6 |
-4.54% | Apr 2024 | Jul 2024 | 3 |
-4.1% | Sep 2023 | Nov 2023 | 2 |
-0.42% | Feb 2025 | Mar 2025 | 1 |