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+2.16%
This Month
+24.3%
Year To Date
+37.57%
2 Years
+72.71%
5 Years
+76.67%
10 Years
+9.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.93%
- 💵 Cash23.36%
- 💰 Finance14.55%
- 🚗 Consumer Durables11.01%
- 🪨 Non Energy Minerals9.92%
- 📊 ETFs7%
- 🏭 Industrial Services4.36%
- 💻 Electronic Technology3.58%
- 🍞 Consumer Non Durables1.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.86%
- 🇮🇹 Borsa Italiana21.37%
- 🇺🇸 Nasdaq19%
- 🇳🇱 Euronext Amsterdam2.73%
- 🇸🇪 Stockholm Stock Exchange1.63%
- 🇬🇧 LSE1.22%
- 🇨🇭 SIX0.97%
- 🇫🇷 Euronext Paris0.72%
- 🇩🇪 FRA0.57%
- 🇧🇪 Euronext Brussels0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.18%
- 🇮🇹 Italy18.28%
- 🇨🇦 Canada10.55%
- 🇳🇱 Netherlands8.94%
- 🇮🇱 Israel3.28%
- 🇨🇭 Switzerland2.53%
- 🇬🇧 United Kingdom1.85%
- 🇸🇪 Sweden1.63%
- 🇸🇬 Singapore1.58%
- 🇱🇺 Luxembourg1.53%
- 🇫🇷 France0.72%
- 🇧🇪 Belgium0.48%
Dividends
Dividend Yield
1.54%
12 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPM.MI (6.98%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-2.58
-2.58
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-2.58
-2.58
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.26
High:
CELH
462.71CELHLow:
STLAM.MI
-12.56STLAM.MIDetails
PEG Ratio
123.07
High:
LDO.MI
433.17LDO.MILow:
CCJ
30.86CCJDetails
Price/Book
1.99
High:
RACE
15.78RACELow:STLAM.MI
0.41STLAM.MIDetails
Price/Sales
1.28
High:CCJ
16.05CCJLow:STLAM.MI
0.21STLAM.MIDetails
Price/CF
5.4
High:
BLK
44.21BLKLow:
IBKR
1.13IBKRDetails
Price/FCF
5.95
High:BLK
262.72BLKLow:IBKR
1.13IBKRDetails
P/E Ratio
37.26
High:CELH
462.71CELHLow:STLAM.MI
-12.56STLAM.MIDetails
PEG Ratio
123.07
High:LDO.MI
433.17LDO.MILow:CCJ
30.86CCJDetails
Price/Book
1.99
High:RACE
15.78RACELow:STLAM.MI
0.41STLAM.MIDetails
Price/Sales
1.28
High:CCJ
16.05CCJLow:STLAM.MI
0.21STLAM.MIDetails
Price/CF
5.4
High:BLK
44.21BLKLow:IBKR
1.13IBKRDetails
Price/FCF
5.95
High:BLK
262.72BLKLow:IBKR
1.13IBKRDetails
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 |
-5.65% | Apr 2024 | Sep 2024 | 5 |
-4.08% | Dec 2024 | Apr 2025 | 4 |
-3.66% | Nov 2025 | - | 2 |
-2.36% | Jan 2021 | Feb 2021 | 1 |
-2.35% | Apr 2021 | May 2021 | 1 |
-1.15% | Jan 2024 | Feb 2024 | 1 |