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-5.52%
This Month
-4.66%
Year To Date
+22.45%
2 Years
+49.75%
5 Years
+68.11%
10 Years
+8.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading23.48%
- 🚗 Consumer Durables15.73%
- 💵 Cash15.72%
- 💰 Finance15.22%
- 🪨 Non Energy Minerals13.6%
- 📊 ETFs6.87%
- 🏭 Industrial Services6.13%
- 💻 Electronic Technology4.44%
- 🍞 Consumer Non Durables1.96%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.81%
- 🇮🇹 Borsa Italiana24.36%
- 🇺🇸 Nasdaq17.22%
- 🇸🇪 Stockholm Stock Exchange2.04%
- 🇳🇱 Euronext Amsterdam1.93%
- 🇨🇭 SIX1.44%
- 🇬🇧 LSE1.24%
- 🇩🇪 FRA0.53%
- 🇧🇪 Euronext Brussels0.39%
- 🇫🇷 Euronext Paris0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.12%
- 🇮🇹 Italy20.71%
- 🇨🇦 Canada14.12%
- 🇳🇱 Netherlands8.24%
- 🇯🇵 Japan4.48%
- 🇨🇭 Switzerland2.86%
- 🇬🇧 United Kingdom2.18%
- 🇸🇪 Sweden2.04%
- 🇮🇱 Israel1.56%
- 🇸🇬 Singapore1.25%
- 🇱🇺 Luxembourg1.13%
- 🇧🇪 Belgium0.39%
- 🇫🇷 France0.36%
Dividends
Dividend Yield
1.97%
13 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (10.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLAM.MI | 0.61% | 10.46% | $1.55 |
 Private-Equity | 0.33% | 3.05% | - |
 SPM.MI | 0.31% | 5.08% | - |
 ISP.MI | 0.17% | 6.93% | $0.3 |
 BMED.MI | 0.16% | 6.98% | $0.7 |
 TM | 0.11% | 2.42% | $4.64 |
 IVG.MI | 0.05% | 1.73% | $0.22 |
 StartupNations | 0.05% | 0.4% | - |
 BLK | 0.05% | 2.05% | $20.2 |
 LDO.MI | 0.04% | 0.87% | $0.28 |
 IBKR | 0.04% | 0.46% | - |
 RACE | 0.03% | 1.16% | $2.64 |
 CCJ | 0.02% | 0.15% | $0.09 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-2.18
-2.18
-3
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-2.18
-2.18
-3
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
128.2
High:
CELH
192.93CELHLow:STLAM.MI
-0.84STLAM.MIDetails
PEG Ratio
562.23
High:SPM.MI
2,770.51SPM.MILow:BMED.MI
41.51BMED.MIDetails
Price/Book
1.79
High:RACE
14.11RACELow:STLAM.MI
0.35STLAM.MIDetails
Price/Sales
1.13
High:CCJ
21.02CCJLow:STLAM.MI
0.12STLAM.MIDetails
Price/CF
6.73
High:BLK
42.93BLKLow:IBKR
1.19IBKRDetails
Price/FCF
7.32
High:BLK
440.38BLKLow:IBKR
1.2IBKRDetails
P/E Ratio
128.2
High:CELH
192.93CELHLow:STLAM.MI
-0.84STLAM.MIDetails
PEG Ratio
562.23
High:SPM.MI
2,770.51SPM.MILow:BMED.MI
41.51BMED.MIDetails
Price/Book
1.79
High:RACE
14.11RACELow:STLAM.MI
0.35STLAM.MIDetails
Price/Sales
1.13
High:CCJ
21.02CCJLow:STLAM.MI
0.12STLAM.MIDetails
Price/CF
6.73
High:BLK
42.93BLKLow:IBKR
1.19IBKRDetails
Price/FCF
7.32
High:BLK
440.38BLKLow:IBKR
1.2IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.5% | Jan 2020 | Dec 2020 | 11 |
-20.01% | Aug 2021 | Jun 2023 | 22 |
-14.2% | Aug 2023 | Dec 2023 | 4 |
-9.61% | Feb 2026 | - | 2 |
-5.65% | Apr 2024 | Sep 2024 | 5 |
-4.08% | Dec 2024 | Apr 2025 | 4 |
-3.66% | Nov 2025 | Jan 2026 | 2 |
-2.36% | Jan 2021 | Feb 2021 | 1 |
-2.35% | Apr 2021 | May 2021 | 1 |
-1.15% | Jan 2024 | Feb 2024 | 1 |