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+0.06%
Today
+5.07%
This Month
+13.52%
Year To Date
+68.61%
2 Years
+68.61%
5 Years
+32.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.65%
- 🪙 Cryptocurrencies12.68%
- 🚗 Consumer Durables9.74%
- 🛠️ Producer Manufacturing8.61%
- 🛍️ Retail Trade5.1%
- ⚡ Utilities4.4%
- 🧪 Process Industries3.34%
- 💇♀️ Consumer Services2.82%
- ⛏️ Energy Minerals2.38%
- 🖥️ Technology Services2.18%
- 💵 Cash1.72%
- 🏭 Industrial Services1.27%
- 📡 Communications0.75%
- 🍞 Consumer Non Durables0.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.51%
- 🇮🇹 Borsa Italiana13.39%
- 🌍 Digital Currency12.68%
- 🇭🇰 Hong Kong Exchanges12.19%
- 🇺🇸 Nasdaq5.12%
- 🇬🇧 LSE3.55%
- 🇺🇸 Chicago Board Options Exchange3.14%
- 🇩🇰 Copenhagen Stock Exchange2.92%
Countries Breakdown
- Country
- Total
- 🇨🇳 China12.19%
- 🇮🇹 Italy12.12%
- 🇺🇸 United States5.78%
- 🇮🇳 India3.55%
- 🇨🇦 Canada3.34%
- 🇩🇰 Denmark2.92%
- 🇳🇱 Netherlands1.27%
Dividends
Dividend Yield
1.39%
18 out of 28 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (8.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY | 0.29% | 1.21% | - |
 ENI.MI | 0.17% | 7.24% | $0.94 |
 ENEL.MI | 0.13% | 6.06% | $0.43 |
 STLAM.MI | 0.11% | 8.59% | $1.55 |
 IJR | 0.1% | 2.24% | - |
 SMIN.US | 0.09% | 7.03% | - |
 URA | 0.08% | 2.39% | - |
 ARKI.L | 0.08% | 3.55% | - |
 PRY.MI | 0.06% | 1.26% | $0.7 |
 PNDORA.CO | 0.06% | 1.92% | $18 |
 9988.HK | 0.04% | 0.88% | $0.98 |
 LIT | 0.04% | 1.04% | - |
 01211.HK | 0.03% | 1.08% | $3.41 |
 1585.HK | 0.03% | 1.72% | $0.48 |
 MYE | 0.02% | 3.73% | $0.54 |
 0700.HK | 0.02% | 0.86% | $3.4 |
 INDA | 0.01% | 0.74% | - |
 LTOD.L | 0.01% | 0.82% | $0.32 |
Performance Metrics
Score 7.7/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
3.29
3.29
0
1
2
4
4
Jensen's Alpha
9.71
9.71
-2
0
2
10
10
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.33
2.33
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
4.89
4.89
0
0.3
0.6
5
5
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
3.29
3.29
0
1
2
4
4
Jensen's Alpha
9.71
9.71
-2
0
2
10
10
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.33
2.33
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
4.89
4.89
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.2
High:
TSLA
180.65TSLALow:
LAC
-15,600LACDetails
PEG Ratio
-2,530.07
High:
LTOD.L
208LTOD.LLow:LAC
-21,839.99LACDetails
Price/Book
4.4
High:LAC
1,168.54LACLow:
BYND
-0.48BYNDDetails
Price/Sales
3.39
High:
ASTS
2,737.84ASTSLow:LAC
-LACDetails
Price/CF
19.84
High:TSLA
54.2TSLALow:
ENI.MI
3.3ENI.MIDetails
Price/FCF
46.19
High:TSLA
134.59TSLALow:
STLAM.MI
8.12STLAM.MIDetails
P/E Ratio
34.2
High:TSLA
180.65TSLALow:LAC
-15,600LACDetails
PEG Ratio
-2,530.07
High:LTOD.L
208LTOD.LLow:LAC
-21,839.99LACDetails
Price/Book
4.4
High:LAC
1,168.54LACLow:BYND
-0.48BYNDDetails
Price/Sales
3.39
High:ASTS
2,737.84ASTSLow:LAC
-LACDetails
Price/CF
19.84
High:TSLA
54.2TSLALow:ENI.MI
3.3ENI.MIDetails
Price/FCF
46.19
High:TSLA
134.59TSLALow:STLAM.MI
8.12STLAM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.34% | Apr 2024 | Oct 2024 | 6 |
-5.92% | Dec 2024 | May 2025 | 5 |
-2.12% | Jan 2024 | Feb 2024 | 1 |