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+7.64%
This Month
+2.04%
Year To Date
+70.33%
2 Years
+101.94%
5 Years
+101.94%
10 Years
+31.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs21.41%
- 🪙 Cryptocurrencies19.25%
- 💰 Finance13.81%
- 🖥️ Technology Services8.72%
- 🧩 Miscellaneous6%
- 🍞 Consumer Non Durables5.67%
- 💻 Electronic Technology5.49%
- 💵 Cash5.01%
- 🛍️ Retail Trade4.74%
- 🌾 Commodities2.71%
- 🧬 Health Technology1.95%
- 🪨 Non Energy Minerals1.9%
- 🚗 Consumer Durables1.84%
- 🚚 Transportation1.15%
- 🧪 Process Industries0.49%
- 💇♀️ Consumer Services0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.5%
- 🇺🇸 Nasdaq22.17%
- 🌍 Digital Currency19.25%
- 🇬🇧 LSE5.63%
- 🌍 Commodity2.71%
- 🇫🇷 Euronext Paris1.97%
- 🇩🇪 Xetra ETFs1.11%
- 🇩🇰 Copenhagen Stock Exchange1.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.44%
- 🇫🇷 France1.97%
- 🇺🇾 Uruguay1.6%
- 🇬🇧 United Kingdom1.48%
- 🇨🇳 China1.3%
- 🇳🇱 Netherlands1.15%
- 🇩🇰 Denmark1.11%
- 🇨🇦 Canada0.42%
Dividends
Dividend Yield
1.16%
17 out of 42 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $GIS (6.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MAIN | 0.38% | 5.59% | $2.85 |
 O | 0.35% | 4.98% | $3.09 |
 GIS | 0.16% | 6.83% | $2.36 |
 PEP | 0.08% | 3.63% | $5.15 |
 NOVO-B.CO | 0.05% | 4.54% | $9.4 |
 MC.PA | 0.03% | 2.66% | $13 |
 HPQ | 0.03% | 6.01% | $1.1 |
 HRB | 0.02% | 5.16% | $1.28 |
 EL.PA | 0.02% | 1.93% | $3.95 |
 MSFT | 0.02% | 0.85% | $3 |
 BABA | 0.01% | 0.73% | $0.98 |
 AAL.L | 0.01% | 0.47% | $0.77 |
 AAPL | 0.01% | 0.38% | $0.97 |
 ASML | 0.01% | 0.51% | $5.57 |
 META | 0.01% | 0.31% | $1 |
 GOOG | 0% | 0.25% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
GIS | Pay Day | May 1, 2026 | $0.61 |
EL.PA | Ex-Dividend | May 5, 2026 | $4.77 |
AAL.L | Pay Day | May 6, 2026 | $0.16 |
MAIN | Ex-Dividend | May 8, 2026 | $0.26 |
O | Pay Day | May 15, 2026 | $0.27 |
MAIN | Pay Day | May 15, 2026 | $0.26 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
EL.PA | Pay Day | Jun 3, 2026 | $4.77 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
Performance Metrics
Score 7.1/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.9
1.9
0
1
2
3
3
Jensen's Alpha
6.68
6.68
-2
0
2
7
7
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
2.03
2.03
0
0.3
0.6
3
3
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.9
1.9
0
1
2
3
3
Jensen's Alpha
6.68
6.68
-2
0
2
7
7
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
2.03
2.03
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
34.78
High:
TSLA
364.78TSLALow:
RGTI
-29.15RGTIDetails
PEG Ratio
255.3
High:
MELI
1,046.73MELILow:RGTI
-91.55RGTIDetails
Price/Book
10.66
High:
PLTR
47.39PLTRLow:HPQ
-23.8HPQDetails
Price/Sales
8.43
High:RGTI
923.43RGTILow:HPQ
0.33HPQDetails
Price/CF
25.6
High:PLTR
214.31PLTRLow:HPQ
4.89HPQDetails
Price/FCF
60.7
High:BABA
1,196.17BABALow:HPQ
10.14HPQDetails
P/E Ratio
34.78
High:TSLA
364.78TSLALow:RGTI
-29.15RGTIDetails
PEG Ratio
255.3
High:MELI
1,046.73MELILow:RGTI
-91.55RGTIDetails
Price/Book
10.66
High:PLTR
47.39PLTRLow:HPQ
-23.8HPQDetails
Price/Sales
8.43
High:RGTI
923.43RGTILow:HPQ
0.33HPQDetails
Price/CF
25.6
High:PLTR
214.31PLTRLow:HPQ
4.89HPQDetails
Price/FCF
60.7
High:BABA
1,196.17BABALow:HPQ
10.14HPQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.66% | Feb 2025 | Jul 2025 | 5 |
-12.1% | Aug 2023 | Dec 2023 | 4 |
-10.05% | Oct 2025 | - | 7 |
-6.49% | Jan 2024 | Feb 2024 | 1 |
-5.66% | Apr 2024 | Jul 2024 | 3 |
-2.51% | Aug 2024 | Sep 2024 | 1 |