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-7.82%
This Month
+6.68%
Year To Date
+160.96%
2 Years
+396.4%
5 Years
+396.4%
10 Years
+73.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.16%
- 💻 Electronic Technology17.69%
- 🖥️ Technology Services13.13%
- 🚗 Consumer Durables5.65%
- 💵 Cash4.96%
- 💰 Finance3.58%
- 💇♀️ Consumer Services2.35%
- 🍞 Consumer Non Durables2.05%
- 🧬 Health Technology1.15%
- 🛍️ Retail Trade1%
- 💼 Commercial Services0.67%
- 📊 ETFs0.64%
- 🏭 Industrial Services0.57%
- 🧪 Process Industries0.49%
- ⛏️ Energy Minerals0.43%
- ❓ Other0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.16%
- 🇺🇸 Nasdaq33.31%
- 🇺🇸 NYSE12.61%
- 🇫🇷 Euronext Paris1.74%
- 🇨🇭 SIX1.15%
- 🇬🇧 LSE0.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.12%
- 🇮🇹 Italy3.21%
- 🇫🇷 France1.74%
- 🇨🇭 Switzerland1.15%
- 🇰🇷 South Korea0.63%
- 🇯🇵 Japan0.61%
- 🇮🇪 Ireland0.32%
Dividends
Dividend Yield
0.2%
20 out of 35 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CVX (4.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RACE | 0.03% | 0.88% | $2.64 |
 META | 0.02% | 0.35% | $1 |
 CVX | 0.02% | 4.4% | $6.28 |
 NKE | 0.01% | 2.36% | $1.45 |
 BLK | 0.01% | 1.78% | $20.2 |
 BKNG.RTH. | 0.01% | 0.73% | $17.5 |
 MCD | 0.01% | 2.3% | $6.53 |
 RMS.PA | 0.01% | 1.17% | $25 |
 AI.PA | 0.01% | 1.9% | $2.91 |
 AAPL | 0.01% | 0.39% | $0.97 |
 WM | 0.01% | 1.5% | $2.9 |
 ACN.RTH. | 0.01% | 2.51% | $4.99 |
 SMSN.L | 0.01% | 1.22% | $23.68 |
 ICE | 0.01% | 1.22% | $1.77 |
 MC.PA | 0.01% | 2.12% | $13 |
 MSFT | 0.01% | 0.66% | $3 |
 ALC.ZU | 0.01% | 0.47% | $0.24 |
 JOE | 0% | 1.15% | $0.48 |
 NVDA | 0% | 0.02% | $0.02 |
 SONY | 0% | 0.33% | $0.49 |
Performance Metrics
Score 8.7/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
1.66
1.66
0
0.5
1
2
2
Sortino Ratio
4.83
4.83
0
1
2
5
5
Jensen's Alpha
45.59
45.59
-2
0
2
46
46
Omega Ratio
4.11
4.11
0
1
1.5
5
5
Treynor Ratio
3
3
0
0.75
1.25
4
4
Information Ratio
1.53
1.53
0
0.3
0.6
2
2
Calmar Ratio
4.3
4.3
0
0.3
0.6
5
5
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
1.66
1.66
0
0.5
1
2
2
Sortino Ratio
4.83
4.83
0
1
2
5
5
Jensen's Alpha
45.59
45.59
-2
0
2
46
46
Omega Ratio
4.11
4.11
0
1
1.5
5
5
Treynor Ratio
3
3
0
0.75
1.25
4
4
Information Ratio
1.53
1.53
0
0.3
0.6
2
2
Calmar Ratio
4.3
4.3
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.15
High:
TSLA
254.41TSLALow:
TTWO
-10.92TTWODetails
PEG Ratio
2,313.6
High:
AAPL
26,070.7AAPLLow:
PINS
1.29PINSDetails
Price/Book
18.24
High:AAPL
56.94AAPLLow:
MCD
-79.66MCDDetails
Price/Sales
14.39
High:
NVDA
27.21NVDALow:
UBI.PA
0.55UBI.PADetails
Price/CF
38.53
High:TTWO
434.3TTWOLow:UBI.PA
1.45UBI.PADetails
Price/FCF
57.05
High:TSLA
200.12TSLALow:UBI.PA
1.49UBI.PADetails
P/E Ratio
44.15
High:TSLA
254.41TSLALow:TTWO
-10.92TTWODetails
PEG Ratio
2,313.6
High:AAPL
26,070.7AAPLLow:PINS
1.29PINSDetails
Price/Book
18.24
High:AAPL
56.94AAPLLow:MCD
-79.66MCDDetails
Price/Sales
14.39
High:NVDA
27.21NVDALow:UBI.PA
0.55UBI.PADetails
Price/CF
38.53
High:TTWO
434.3TTWOLow:UBI.PA
1.45UBI.PADetails
Price/FCF
57.05
High:TSLA
200.12TSLALow:UBI.PA
1.49UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.89% | Dec 2024 | Jun 2025 | 6 |
-11.73% | Sep 2023 | Oct 2023 | 1 |
-8.26% | Apr 2024 | May 2024 | 1 |
-7.82% | Oct 2025 | - | 1 |
-4.4% | Jul 2024 | Oct 2024 | 3 |