Loading...
-4.48%
This Month
+6.74%
Year To Date
+127.88%
2 Years
+254.46%
5 Years
+291.07%
10 Years
+17.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies58.63%
- 💰 Finance25.67%
- 📊 ETFs3.03%
- 🪨 Non Energy Minerals2.7%
- 🍞 Consumer Non Durables1.03%
- 💼 Commercial Services0.56%
- 🧬 Health Technology0.54%
- 💵 Cash0.36%
- 📡 Communications0.28%
- 🛍️ Retail Trade0.19%
- 💇♀️ Consumer Services0.19%
- 💻 Electronic Technology0.16%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency58.63%
- 🇺🇸 NYSE13.98%
- 🇫🇷 Euronext Paris6.9%
- 🇮🇹 Borsa Italiana5.11%
- 🇸🇪 Stockholm Stock Exchange2.08%
- 🇳🇱 Euronext Amsterdam1.96%
- 🇨🇭 SIX1.89%
- 🇳🇴 Oslo Stock Exchange1.63%
- 🇺🇸 Nasdaq0.52%
- 🇩🇪 Xetra ETFs0.28%
Countries Breakdown
- Country
- Total
- 🇫🇷 France6.9%
- 🇮🇹 Italy5.11%
- 🇬🇧 United Kingdom4.02%
- 🇨🇦 Canada2.7%
- 🇺🇸 United States2.23%
- 🇫🇮 Finland2.08%
- 🇳🇱 Netherlands1.96%
- 🇨🇭 Switzerland1.89%
- 🇧🇷 Brazil1.83%
- 🇳🇴 Norway1.63%
- 🇭🇰 Hong Kong0.96%
Dividends
Dividend Yield
1.15%
26 out of 43 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BMPS.MI (10.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMPS.MI | 0.18% | 10.29% | $0.25 |
 NDA_SE.ST | 0.13% | 6.17% | $10.62 |
 BNP.PA | 0.12% | 6.31% | $4.6 |
 ISP.MI | 0.12% | 6.18% | $0.3 |
 DNB.OL | 0.1% | 6.08% | $16 |
 CS.PA | 0.09% | 5.28% | $1.98 |
 INGA.NV | 0.09% | 4.57% | $1.11 |
 GFC.PA | 0.09% | 6.82% | $5.3 |
 BAER.ZU | 0.08% | 4.29% | $2.6 |
 NWG | 0.07% | 3.82% | $0.42 |
 UCG.MI | 0.06% | 4.23% | $1.8 |
 RF.PA | 0.06% | 4.95% | $2.42 |
 BCS | 0.04% | 1.83% | $0.39 |
 TEP.PA | 0.02% | 6.87% | $3.85 |
 PUK | 0.02% | 1.62% | $0.41 |
 KO | 0.01% | 2.9% | $1.89 |
 T | 0.01% | 4.58% | $1.11 |
 PEP | 0.01% | 3.74% | $5.15 |
 JNJ | 0.01% | 2.43% | $4.81 |
 PG | 0.01% | 2.93% | $3.83 |
 KGC | 0.01% | 0.45% | $0.12 |
 MCD | 0% | 2.27% | $6.53 |
 AM.PA | 0% | 1.75% | $3.37 |
 WMT | 0% | 0.81% | $0.81 |
 AGI | 0% | 0.26% | $0.1 |
 ITUB | -0.19% | -10.37% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 6.6/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
50.35
50.35
-2
0
2
51
51
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
3.86
3.86
0
0.75
1.25
4
4
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
50.35
50.35
-2
0
2
51
51
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
3.86
3.86
0
0.75
1.25
4
4
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
12.4
High:
WMT
40.93WMTLow:
RF.PA
-6.01RF.PADetails
PEG Ratio
90.31
High:
MCD
939.9MCDLow:
PUK
3.69PUKDetails
Price/Book
1.78
High:
PEP
10.64PEPLow:MCD
-104.27MCDDetails
Price/Sales
1.7
High:
AGI
10.11AGILow:
TEP.PA
0.35TEP.PADetails
Price/CF
5.13
High:RF.PA
109.25RF.PALow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
8.5
High:PEP
5,253.35PEPLow:
BMPS.MI
2.5BMPS.MIDetails
P/E Ratio
12.4
High:WMT
40.93WMTLow:RF.PA
-6.01RF.PADetails
PEG Ratio
90.31
High:MCD
939.9MCDLow:PUK
3.69PUKDetails
Price/Book
1.78
High:PEP
10.64PEPLow:MCD
-104.27MCDDetails
Price/Sales
1.7
High:AGI
10.11AGILow:TEP.PA
0.35TEP.PADetails
Price/CF
5.13
High:RF.PA
109.25RF.PALow:UCG.MI
1.86UCG.MIDetails
Price/FCF
8.5
High:PEP
5,253.35PEPLow:BMPS.MI
2.5BMPS.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.95% | Jan 2018 | Jan 2025 | 84 |
-26.14% | Feb 2025 | Jul 2025 | 5 |
-20.2% | Aug 2025 | - | 5 |