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+1.27%
This Month
-8.38%
Year To Date
+503.75%
2 Years
+1010.79%
5 Years
+1051.19%
10 Years
+70.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services62.99%
- 💰 Finance36.75%
- 💵 Cash0.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.99%
- 🇮🇹 Borsa Italiana36.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.99%
- 🇮🇹 Italy36.75%
Dividends
Dividend Yield
1.71%
1 out of 2 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UCG.MI (4.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UCG.MI | 1.71% | 4.64% | $1.8 |
Performance Metrics
Score 8.9/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
4.21
4.21
0
1
2
5
5
Jensen's Alpha
51.54
51.54
-2
0
2
52
52
Omega Ratio
2.87
2.87
0
1
1.5
3
3
Treynor Ratio
3.91
3.91
0
0.75
1.25
4
4
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
1.88
1.88
0
0.3
0.6
2
2
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.21
1.21
0
0.5
1
2
2
Sortino Ratio
4.21
4.21
0
1
2
5
5
Jensen's Alpha
51.54
51.54
-2
0
2
52
52
Omega Ratio
2.87
2.87
0
1
1.5
3
3
Treynor Ratio
3.91
3.91
0
0.75
1.25
4
4
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
1.88
1.88
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
50.61
High:
PLTR
234.61PLTRLow:UCG.MI
9.17UCG.MIDetails
PEG Ratio
84.05
High:PLTR
100.88PLTRLow:UCG.MI
55.21UCG.MIDetails
Price/Book
8.83
High:PLTR
48.06PLTRLow:UCG.MI
1.55UCG.MIDetails
Price/Sales
20.94
High:PLTR
85.37PLTRLow:UCG.MI
3.91UCG.MIDetails
Price/CF
12
High:PLTR
214.31PLTRLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
45.22
High:PLTR
217.77PLTRLow:UCG.MI
8.13UCG.MIDetails
P/E Ratio
50.61
High:PLTR
234.61PLTRLow:UCG.MI
9.17UCG.MIDetails
PEG Ratio
84.05
High:PLTR
100.88PLTRLow:UCG.MI
55.21UCG.MIDetails
Price/Book
8.83
High:PLTR
48.06PLTRLow:UCG.MI
1.55UCG.MIDetails
Price/Sales
20.94
High:PLTR
85.37PLTRLow:UCG.MI
3.91UCG.MIDetails
Price/CF
12
High:PLTR
214.31PLTRLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
45.22
High:PLTR
217.77PLTRLow:UCG.MI
8.13UCG.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.17% | Jan 2022 | Mar 2023 | 14 |
-24.66% | Aug 2023 | Feb 2024 | 6 |
-13.17% | Mar 2024 | Jun 2024 | 3 |
-10.02% | Nov 2025 | - | 6 |
-4.88% | Sep 2021 | Oct 2021 | 1 |
-2.74% | Apr 2023 | May 2023 | 1 |
-1.66% | Jul 2021 | Aug 2021 | 1 |