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+1.59%
This Month
-1.9%
Year To Date
+81.32%
2 Years
+356.48%
5 Years
+356.48%
10 Years
+63.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.98%
- 💵 Cash14.33%
- 🖥️ Technology Services13.32%
- 💻 Electronic Technology12.14%
- 🚗 Consumer Durables6.21%
- 💰 Finance4.08%
- 💇♀️ Consumer Services2.47%
- 🍞 Consumer Non Durables2.05%
- 🧬 Health Technology1.36%
- 🛍️ Retail Trade1.17%
- 💼 Commercial Services0.81%
- 📊 ETFs0.72%
- 🏭 Industrial Services0.63%
- 🧪 Process Industries0.51%
- ⛏️ Energy Minerals0.46%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.98%
- 🇺🇸 Nasdaq28.39%
- 🇺🇸 NYSE13.66%
- 🇫🇷 Euronext Paris1.81%
- 🇨🇭 SIX1.36%
- 🇬🇧 LSE0.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.77%
- 🇮🇹 Italy3.49%
- 🇫🇷 France1.81%
- 🇨🇭 Switzerland1.36%
- 🇰🇷 South Korea0.71%
- 🇯🇵 Japan0.68%
- 🇮🇪 Ireland0.39%
Dividends
Dividend Yield
0.22%
20 out of 35 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CVX (4.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RACE | 0.03% | 0.89% | $2.64 |
 CVX | 0.02% | 4.49% | $6.28 |
 META | 0.02% | 0.31% | $1 |
 NKE | 0.02% | 2.45% | $1.45 |
 BLK | 0.01% | 1.94% | $20.2 |
 BKNG | 0.01% | 0.77% | $17.5 |
 MCD | 0.01% | 2.33% | $6.53 |
 RMS.PA | 0.01% | 1.23% | $25 |
 AAPL | 0.01% | 0.37% | $0.97 |
 AI.PA | 0.01% | 2.02% | $2.91 |
 WM | 0.01% | 1.55% | $2.9 |
 ACN | 0.01% | 2.26% | $4.99 |
 SMSN.L | 0.01% | 1.22% | $23.68 |
 ICE | 0.01% | 1.21% | $1.77 |
 MC.PA | 0.01% | 2.05% | $13 |
 MSFT | 0.01% | 0.72% | $3 |
 ALC.ZU | 0.01% | 0.44% | $0.24 |
 JOE | 0.01% | 0.94% | $0.48 |
 SONY | 0% | 0.37% | $0.49 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 8.5/10
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
1.38
1.38
0
0.5
1
2
2
Sortino Ratio
3.64
3.64
0
1
2
4
4
Jensen's Alpha
32.9
32.9
-2
0
2
33
33
Omega Ratio
2.81
2.81
0
1
1.5
3
3
Treynor Ratio
2.56
2.56
0
0.75
1.25
3
3
Information Ratio
1.19
1.19
0
0.3
0.6
2
2
Calmar Ratio
3.44
3.44
0
0.3
0.6
4
4
Beta
1.72
1.72
0
0.8
1.2
0
2
Sharpe Ratio
1.38
1.38
0
0.5
1
2
2
Sortino Ratio
3.64
3.64
0
1
2
4
4
Jensen's Alpha
32.9
32.9
-2
0
2
33
33
Omega Ratio
2.81
2.81
0
1
1.5
3
3
Treynor Ratio
2.56
2.56
0
0.75
1.25
3
3
Information Ratio
1.19
1.19
0
0.3
0.6
2
2
Calmar Ratio
3.44
3.44
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.58
High:
TSLA
303.71TSLALow:
UBI.PA
-11.24UBI.PADetails
PEG Ratio
526.35
High:
RMS.PA
9,116.3RMS.PALow:
PINS
1.15PINSDetails
Price/Book
13.64
High:
AAPL
56.24AAPLLow:
MCD
-101.58MCDDetails
Price/Sales
11.17
High:
NVDA
23.99NVDALow:
SFGYY
0.38SFGYYDetails
Price/CF
34.66
High:
TTWO
133.26TTWOLow:UBI.PA
1.56UBI.PADetails
Price/FCF
58.56
High:
BLK
262.72BLKLow:UBI.PA
1.61UBI.PADetails
P/E Ratio
39.58
High:TSLA
303.71TSLALow:UBI.PA
-11.24UBI.PADetails
PEG Ratio
526.35
High:RMS.PA
9,116.3RMS.PALow:PINS
1.15PINSDetails
Price/Book
13.64
High:AAPL
56.24AAPLLow:MCD
-101.58MCDDetails
Price/Sales
11.17
High:NVDA
23.99NVDALow:SFGYY
0.38SFGYYDetails
Price/CF
34.66
High:TTWO
133.26TTWOLow:UBI.PA
1.56UBI.PADetails
Price/FCF
58.56
High:BLK
262.72BLKLow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.89% | Dec 2024 | Jun 2025 | 6 |
-16.56% | Oct 2025 | - | 3 |
-11.73% | Sep 2023 | Oct 2023 | 1 |
-8.26% | Apr 2024 | May 2024 | 1 |
-4.4% | Jul 2024 | Oct 2024 | 3 |